JPIN vs BKT

Comparison between JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF (JPIN, ETF) and BlackRock Income Trust Inc (BKT, ETF).

5-Year PerformanceJPIN has outperformed BKT, delivering a return of +7.4% compared to -2.9%

JPIN vs BKT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPIN(ETF)	BKT(ETF)
Net Assets	$363M	$362M
Expense Ratio	0.37%	N/A
Max Drawdown	40.31%	58.60%
Sharpe Ratio	1.14	-0.43
5Y Beta	0.59	0.12
5Y Dividends CAGR	15.44%	-1.43%

Net Assets

Winner

JPIN

$363M

BKT

$362M

Expense Ratio

JPIN

0.37%

BKT

N/A

Max Drawdown

Winner

JPIN

40.31%

BKT

58.60%

Sharpe Ratio

Winner

JPIN

1.14

BKT

-0.43

5Y Beta

JPIN

0.59

Winner

BKT

0.12

5Y Dividends CAGR

Winner

JPIN

15.44%

BKT

-1.43%

JPIN vs BKT - Historical Returns

Returns include dividend reinvestment.

Period	JPIN	BKT
1 month	-1.49%	-0.95%
3 months	+0.95%	-2.87%
6 months	+8.59%	-0.35%
1 year	+20.22%	+0.35%
5 years(CAGR)	+7.38%	-2.90%
10 years(CAGR)	+7.41%	+1.17%
Max(CAGR)	+6.74%	+4.88%

JPIN

-1.49%

Winner

BKT

-0.95%

Winner

JPIN

+0.95%

BKT

-2.87%

Winner

JPIN

+8.59%

BKT

-0.35%

Winner

JPIN

+20.22%

BKT

+0.35%

5Y(CAGR)

Winner

JPIN

+7.38%

BKT

-2.90%

10Y(CAGR)

Winner

JPIN

+7.41%

BKT

+1.17%

Max(CAGR)

Winner

JPIN

+6.74%

BKT

+4.88%

JPIN vs BKT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPIN	BKT
2026	+6.23%	-1.41%
2025	+33.51%	+5.44%
2024	+3.91%	+3.16%
2023	+17.01%	+6.18%
2022	-14.47%	-21.38%
2021	+6.25%	-0.61%
2020	+4.17%	+7.53%
2019	+16.58%	+14.49%
2018	-13.76%	-2.90%
2017	+24.91%	+3.55%
2016	+2.11%	+4.44%
2015	+2.59%	+5.24%
2014	-1.55%	+4.76%
2013	N/A	-6.90%
2012	N/A	+6.66%
2011	N/A	+13.47%
2010	N/A	+13.39%
2009	N/A	+11.73%
2008	N/A	+9.97%
2007	N/A	-3.72%
2006	N/A	+6.92%
2005	N/A	-9.55%
2004	N/A	+4.53%
2003	N/A	+2.71%
2002	N/A	+21.54%
2001	N/A	+19.11%
2000	N/A	+19.25%
1999	N/A	-5.16%

JPIN vs BKT Drawdown Comparison

The maximum drawdown for JPIN was -36.68%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.

The maximum drawdown for BKT was -35.71%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The current JPIN drawdown is -5.31%. The current BKT drawdown is -18.79%.

Rank	JPIN	BKT
#1	-36.68% Jan 26, 2018 - Dec 29, 2020	-35.71% Sep 15, 2021 - Oct 26, 2023
#2	-29.63% Sep 3, 2021 - Mar 20, 2024	-19.22% May 25, 2005 - May 12, 2008
#3	-16.95% May 21, 2015 - Mar 27, 2017	-19.03% Mar 17, 2004 - Sep 20, 2004
#4	-12.33% Sep 26, 2024 - Apr 28, 2025	-17.21% May 12, 2008 - Jan 5, 2009
#5	-10.41% Feb 25, 2026 - Mar 20, 2026	-17.19% Jun 12, 2003 - Feb 13, 2004
#6	-6.14% Jul 31, 2024 - Aug 19, 2024	-13.39% Oct 12, 2012 - Oct 6, 2015
#7	-5.49% Nov 18, 2014 - Feb 3, 2015	-10.90% Nov 5, 1999 - Jun 30, 2000
#8	-4.50% Mar 27, 2024 - May 6, 2024	-10.45% Feb 24, 2020 - May 12, 2020
#9	-4.38% Jun 14, 2021 - Sep 3, 2021	-7.48% Sep 13, 2017 - Feb 6, 2019
#10	-4.27% Feb 25, 2015 - Apr 8, 2015	-6.96% Nov 23, 2004 - Jan 27, 2005
#11	-4.19% Nov 12, 2025 - Dec 10, 2025	-6.87% Oct 14, 2002 - Dec 26, 2002
#12	-3.99% Jan 8, 2021 - Feb 12, 2021	-6.72% Feb 2, 2009 - May 18, 2009
#13	-3.80% Sep 16, 2025 - Oct 27, 2025	-6.70% Aug 23, 2001 - Oct 1, 2001
#14	-3.68% Jul 23, 2025 - Aug 12, 2025	-6.41% Oct 8, 2001 - Jan 15, 2002
#15	-3.63% Feb 16, 2021 - Mar 16, 2021	-6.03% Jul 15, 2002 - Aug 5, 2002

Correlation

Correlation between JPIN and BKT is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45

-101

Dividend Comparison (2000 - 2026)

JPIN vs BKT dividend yield comparison.

Year	JPIN	BKT
2026	0.25%	4.22%
2025	4.50%	9.53%
2024	4.20%	9.19%
2023	6.22%	8.69%
2022	3.06%	8.35%
2021	5.03%	7.31%
2020	2.45%	6.80%
2019	3.30%	6.82%
2018	2.72%	6.48%
2017	2.12%	5.16%
2016	1.67%	5.10%
2015	2.18%	5.90%
2014	0.30%	6.60%
2013	0.00%	7.12%
2012	0.00%	6.61%
2011	0.00%	5.54%
2010	0.00%	4.28%
2009	0.00%	4.53%
2008	0.00%	4.90%
2007	0.00%	6.49%
2006	0.00%	6.80%
2005	0.00%	8.47%
2004	0.00%	8.51%
2003	0.00%	8.17%
2002	0.00%	12.51%
2001	0.00%	7.64%
2000	0.00%	4.29%