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JPIE vs VDC

Comparison between JPMORGAN INCOME ETF (JPIE, ETF) and VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES (VDC, ETF).

5-Year PerformanceVDC has outperformed JPIE, delivering a return of +7.2% compared to +3.5%

JPIE vs VDC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JPIE
$9.10B
VDC
$9.10B
Expense Ratio
JPIE
0.39%
Winner
VDC
0.09%
Max Drawdown
Winner
JPIE
13.36%
VDC
36.60%
Sharpe Ratio
Winner
JPIE
1.33
VDC
0.37
5Y Beta
Winner
JPIE
0.04
VDC
0.24
P/E Ratio
JPIE
N/A
VDC
28.75
Forward P/E
JPIE
N/A
VDC
20.55
5Y Dividends CAGR
JPIE
N/A
VDC
9.91%
5Y EPS CAGR
JPIE
N/A
VDC
10.55%
Debt to Equity
JPIE
N/A
VDC
98.26%
P/S Ratio
JPIE
N/A
VDC
1.17
P/B Ratio
JPIE
N/A
VDC
4.72

JPIE vs VDC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JPIE
+0.87%
VDC
+0.10%
3M
Winner
JPIE
+1.30%
VDC
+0.47%
6M
JPIE
+2.12%
Winner
VDC
+8.00%
1Y
JPIE
+6.01%
Winner
VDC
+7.91%
5Y(CAGR)
JPIE
+3.48%
Winner
VDC
+7.17%
10Y(CAGR)
JPIE
N/A
VDC
+8.01%
Max(CAGR)
JPIE
+3.48%
Winner
VDC
+9.49%

JPIE vs VDC - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearJPIEVDC
2026+1.80%+10.36%
2025+7.34%+2.46%
2024+6.81%+12.03%
2023+6.88%+2.69%
2022-6.13%-1.82%
2021+0.30%+18.80%
2020N/A+11.76%
2019N/A+26.57%
2018N/A-7.33%
2017N/A+11.48%
2016N/A+7.69%
2015N/A+6.46%
2014N/A+17.23%
2013N/A+24.74%
2012N/A+11.00%
2011N/A+13.41%
2010N/A+13.46%
2009N/A+14.94%
2008N/A-15.62%
2007N/A+12.11%
2006N/A+15.34%
2005N/A+4.49%
2004N/A+9.91%

JPIE vs VDC Drawdown Comparison

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

The maximum drawdown for VDC was -34.22%, occurring on Mar 9, 2009. Recovery took 570 trading sessions.

The current VDC drawdown is -4.68%.

RankJPIEVDC
#1-9.97%
Dec 30, 2021 - Dec 20, 2023
-34.22%
Dec 10, 2007 - Mar 17, 2010
#2-1.72%
Apr 2, 2025 - Apr 25, 2025
-25.32%
Feb 14, 2020 - Aug 10, 2020
#3-1.22%
Nov 8, 2021 - Dec 29, 2021
-16.56%
Apr 20, 2022 - Mar 5, 2024
#4-1.15%
Feb 27, 2026 - Apr 14, 2026
-15.26%
Jan 26, 2018 - Apr 15, 2019
#5-1.13%
Mar 28, 2024 - May 3, 2024
-11.17%
May 19, 2011 - Dec 20, 2011
#6-0.91%
Oct 1, 2024 - Dec 4, 2024
-10.01%
Aug 5, 2015 - Oct 22, 2015
#7-0.83%
Feb 1, 2024 - Mar 8, 2024
-9.28%
Feb 27, 2026 - Mar 20, 2026
#8-0.81%
Dec 29, 2023 - Jan 12, 2024
-9.26%
Mar 23, 2010 - Sep 20, 2010
#9-0.69%
Jan 12, 2024 - Jan 29, 2024
-8.91%
Feb 25, 2025 - Aug 19, 2025
#10-0.68%
Dec 23, 2024 - Jan 17, 2025
-8.74%
Jul 15, 2016 - Feb 21, 2017
#11-0.60%
May 8, 2026 - May 28, 2026
-8.16%
Jun 8, 2004 - Dec 10, 2004
#12-0.48%
Dec 9, 2024 - Dec 23, 2024
-7.87%
Jan 4, 2022 - Apr 6, 2022
#13-0.46%
May 15, 2024 - May 31, 2024
-7.75%
Aug 20, 2025 - Jan 14, 2026
#14-0.42%
Mar 8, 2024 - Mar 22, 2024
-7.54%
Dec 30, 2013 - Mar 31, 2014
#15-0.37%
Jan 21, 2025 - Jan 31, 2025
-7.12%
Nov 29, 2024 - Feb 13, 2025

Correlation

Correlation between JPIE and VDC is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2004 - 2026)

JPIE vs VDC dividend yield comparison.

YearJPIEVDC
20262.27%0.53%
20255.65%2.26%
20246.11%2.33%
20235.70%2.65%
20224.49%2.37%
20210.63%2.14%
20200.00%2.50%
20190.00%2.44%
20180.00%2.78%
20170.00%2.52%
20160.00%2.39%
20150.00%2.55%
20140.00%1.93%
20130.00%2.21%
20120.00%2.95%
20110.00%2.32%
20100.00%2.60%
20090.00%2.65%
20080.00%2.03%
20070.00%1.64%
20060.00%1.50%
20050.00%1.26%
20040.00%2.00%

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