JPIE vs RWL

Comparison between JPMORGAN INCOME ETF (JPIE, ETF) and Invesco S&P 500 Revenue ETF (RWL, ETF).

5-Year PerformanceRWL has outperformed JPIE, delivering a return of +13.3% compared to +3.4%

JPIE vs RWL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPIE(ETF)	RWL(ETF)
Net Assets	$8.70B	$8.80B
Expense Ratio	0.39%	0.39%
Max Drawdown	13.36%	55.30%
Sharpe Ratio	1.64	2.07
5Y Beta	0.04	0.70
P/E Ratio	N/A	26.61
Forward P/E	N/A	17.64
5Y Dividends CAGR	N/A	7.54%
5Y EPS CAGR	N/A	14.91%
Debt to Equity	N/A	20.00%
P/S Ratio	N/A	0.94
P/B Ratio	N/A	3.27

Net Assets

JPIE

$8.70B

Winner

RWL

$8.80B

Expense Ratio

JPIE

0.39%

RWL

0.39%

Max Drawdown

Winner

JPIE

13.36%

RWL

55.30%

Sharpe Ratio

JPIE

1.64

Winner

RWL

2.07

5Y Beta

Winner

JPIE

0.04

RWL

0.70

P/E Ratio

JPIE

N/A

RWL

26.61

Forward P/E

JPIE

N/A

RWL

17.64

5Y Dividends CAGR

JPIE

N/A

RWL

7.54%

5Y EPS CAGR

JPIE

N/A

RWL

14.91%

Debt to Equity

JPIE

N/A

RWL

20.00%

P/S Ratio

JPIE

N/A

RWL

0.94

P/B Ratio

JPIE

N/A

RWL

3.27

JPIE vs RWL - Historical Returns

Returns include dividend reinvestment.

Period	JPIE	RWL
1 month	+0.10%	+4.57%
3 months	+0.33%	+4.69%
6 months	+2.11%	+10.61%
1 year	+6.23%	+25.33%
5 years(CAGR)	+3.41%	+13.31%
10 years(CAGR)	N/A	+14.03%
Max(CAGR)	+3.41%	+11.16%

JPIE

+0.10%

Winner

RWL

+4.57%

JPIE

+0.33%

Winner

RWL

+4.69%

JPIE

+2.11%

Winner

RWL

+10.61%

JPIE

+6.23%

Winner

RWL

+25.33%

5Y(CAGR)

JPIE

+3.41%

Winner

RWL

+13.31%

10Y(CAGR)

JPIE

N/A

RWL

+14.03%

Max(CAGR)

JPIE

+3.41%

Winner

RWL

+11.16%

JPIE vs RWL - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	JPIE	RWL
2026	+1.16%	+8.54%
2025	+7.34%	+18.96%
2024	+6.81%	+15.91%
2023	+6.88%	+17.70%
2022	-6.13%	-6.69%
2021	+0.30%	+31.55%
2020	N/A	+8.40%
2019	N/A	+27.15%
2018	N/A	-8.46%
2017	N/A	+18.98%
2016	N/A	+13.58%
2015	N/A	-1.29%
2014	N/A	+14.33%
2013	N/A	+34.50%
2012	N/A	+16.05%
2011	N/A	-1.00%
2010	N/A	+15.28%
2009	N/A	+26.40%
2008	N/A	-34.19%

JPIE vs RWL Drawdown Comparison

The maximum drawdown for JPIE was -9.97%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.

The maximum drawdown for RWL was -54.83%, occurring on Mar 9, 2009. Recovery took 688 trading sessions.

The current JPIE drawdown is -0.22%.

Rank	JPIE	RWL
#1	-9.97% Dec 30, 2021 - Dec 20, 2023	-54.83% May 15, 2008 - Feb 8, 2011
#2	-1.72% Apr 2, 2025 - Apr 25, 2025	-36.03% Feb 12, 2020 - Nov 9, 2020
#3	-1.22% Nov 8, 2021 - Dec 29, 2021	-21.38% Apr 29, 2011 - Feb 27, 2012
#4	-1.15% Feb 27, 2026 - Apr 14, 2026	-19.49% Sep 21, 2018 - Jul 3, 2019
#5	-1.13% Mar 28, 2024 - May 3, 2024	-17.50% Apr 20, 2022 - Jul 11, 2023
#6	-0.91% Oct 1, 2024 - Dec 4, 2024	-15.27% May 21, 2015 - Jul 11, 2016
#7	-0.83% Feb 1, 2024 - Mar 8, 2024	-14.39% Feb 19, 2025 - Jun 27, 2025
#8	-0.81% Dec 29, 2023 - Jan 12, 2024	-11.74% Jan 26, 2018 - Sep 20, 2018
#9	-0.69% Jan 12, 2024 - Jan 29, 2024	-10.32% Mar 26, 2012 - Aug 16, 2012
#10	-0.68% Dec 23, 2024 - Jan 17, 2025	-10.20% Feb 26, 2008 - Apr 25, 2008
#11	-0.48% Dec 9, 2024 - Dec 23, 2024	-9.19% Jul 31, 2023 - Dec 8, 2023
#12	-0.46% May 15, 2024 - May 31, 2024	-7.72% Sep 19, 2014 - Nov 5, 2014
#13	-0.42% Mar 8, 2024 - Mar 22, 2024	-6.84% Oct 18, 2012 - Dec 18, 2012
#14	-0.37% Jan 21, 2025 - Jan 31, 2025	-6.80% Jul 12, 2019 - Sep 11, 2019
#15	-0.37% Apr 17, 2026 - May 6, 2026	-6.75% Jan 11, 2022 - Mar 25, 2022

Correlation

Correlation between JPIE and RWL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2008 - 2026)

JPIE vs RWL dividend yield comparison.

Year	JPIE	RWL
2026	1.82%	0.34%
2025	5.65%	1.35%
2024	6.11%	1.43%
2023	5.70%	1.60%
2022	4.49%	1.62%
2021	0.63%	1.35%
2020	0.00%	1.75%
2019	0.00%	1.87%
2018	0.00%	1.99%
2017	0.00%	1.60%
2016	0.00%	1.71%
2015	0.00%	1.97%
2014	0.00%	1.43%
2013	0.00%	1.61%
2012	0.00%	1.89%
2011	0.00%	1.85%
2010	0.00%	1.34%
2009	0.00%	1.32%
2008	0.00%	1.21%