JPME vs CVIE
Comparison between JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF (JPME, ETF) and CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE, ETF).
JPME vs CVIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPME
$465M
Winner
CVIE
$466M
Expense Ratio
JPME
0.24%
Winner
CVIE
0.18%
Max Drawdown
JPME
41.01%
Winner
CVIE
14.36%
Sharpe Ratio
JPME
1.36
Winner
CVIE
1.42
5Y Beta
Winner
JPME
0.72
CVIE
0.83
P/E Ratio
JPME
20.15
CVIE
N/A
Forward P/E
JPME
14.72
CVIE
N/A
PEG Ratio
JPME
0.19
CVIE
N/A
5Y Dividends CAGR
JPME
14.20%
CVIE
N/A
5Y EPS CAGR
JPME
9.91%
CVIE
N/A
Debt to Equity
JPME
163.59%
CVIE
N/A
P/S Ratio
JPME
1.40
CVIE
N/A
P/B Ratio
JPME
2.35
CVIE
N/A
JPME vs CVIE - Holdings Comparison
JPME and CVIE have 3 common holdings. Overlap is 0.17%
JPME's top 25 holdings weight is 10.97%. CVIE's top 25 holdings weight is 27.95%.
| Rank | JPME | CVIE |
|---|---|---|
| #1 | HF SINCLAIR CORP (DINO) - 0.53% | n/a (n/a) - 5.51% |
| #2 | HALOZYME THERAPEUTICS INC (HALO) - 0.52% | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.19% |
| #3 | EQUITY RESIDENTIAL (VMRK) - 0.51% | ASML HOLDING NV (n/a) - 2.21% |
| #4 | NETAPP INC (NTAP) - 0.48% | SK HYNIX INC (n/a) - 2.10% |
| #5 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.47% | HSBC HOLDINGS PLC (n/a) - 1.15% |
| #6 | DARLING INGREDIENTS INC (DAR) - 0.47% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.14% |
| #7 | TEXAS ROADHOUSE INC (TXRH) - 0.46% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.00% |
| #8 | APA CORP (APA) - 0.45% | ROYAL BANK OF CANADA (n/a) - 0.99% |
| #9 | LABCORP HOLDINGS INC (LH) - 0.44% | SIEMENS AG (n/a) - 0.89% |
| #10 | TECHNIPFMC PLC (n/a) - 0.44% | NESTLE SA (n/a) - 0.89% |
| #11 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.44% | ASTRAZENECA PLC (AZN:XLON) - 0.88% |
| #12 | POPULAR INC (BPOP) - 0.43% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.83% |
| #13 | ROYALTY PHARMA PLC CLASS A (RPRX) - 0.43% | SAP SE (n/a) - 0.81% |
| #14 | QUEST DIAGNOSTICS INC (DGX) - 0.43% | SCHNEIDER ELECTRIC SE (n/a) - 0.74% |
| #15 | GARMIN LTD (GRMN) - 0.43% | THE TORONTO-DOMINION BANK (TD) - 0.71% |
| #16 | AMETEK INC (AME) - 0.43% | TOYOTA MOTOR CORP (n/a) - 0.69% |
| #17 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.43% | ALLIANZ SE (n/a) - 0.67% |
| #18 | ILLUMINA INC (ILMN) - 0.43% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.66% |
| #19 | TENET HEALTHCARE CORP (THC) - 0.43% | n/a (SHOP) - 0.65% |
| #20 | WILLIAMS-SONOMA INC (WSM) - 0.42% | BANCO SANTANDER SA (n/a) - 0.65% |
| #21 | CASEY'S GENERAL STORES INC (CASY) - 0.38% | BARCLAYS PLC (n/a) - 0.32% |
| #22 | LUMENTUM HOLDINGS INC (LITE) - 0.38% | REPSOL SA (n/a) - 0.32% |
| #23 | F5 INC (FFIV) - 0.38% | AIA GROUP LTD (n/a) - 0.32% |
| #24 | EPR PROPERTIES (EPR) - 0.38% | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 0.32% |
| #25 | CACI INTERNATIONAL INC CLASS A (CACI) - 0.38% | ZURICH INSURANCE GROUP AG (n/a) - 0.31% |
| Total Holdings | 312 | 682 |
JPME vs CVIE - Historical Returns
Returns include dividend reinvestment.
1M
JPME
+1.14%
Winner
CVIE
+4.94%
3M
Winner
JPME
+4.73%
CVIE
+3.63%
6M
JPME
+7.50%
Winner
CVIE
+8.36%
1Y
JPME
+19.83%
Winner
CVIE
+33.10%
5Y(CAGR)
JPME
+8.96%
CVIE
N/A
10Y(CAGR)
JPME
+11.09%
CVIE
N/A
Max(CAGR)
JPME
+11.50%
Winner
CVIE
+18.89%
JPME vs CVIE - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | JPME | CVIE |
|---|---|---|
| 2026 | +17.15% | +20.12% |
| 2025 | +8.39% | +33.61% |
| 2024 | +13.32% | +6.68% |
| 2023 | +11.82% | +8.49% |
| 2022 | -9.80% | N/A |
| 2021 | +30.73% | N/A |
| 2020 | +8.62% | N/A |
| 2019 | +25.84% | N/A |
| 2018 | -9.19% | N/A |
| 2017 | +18.60% | N/A |
| 2016 | +10.30% | N/A |
JPME vs CVIE Drawdown Comparison
The maximum drawdown for JPME was -41.01%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The maximum drawdown for CVIE was -13.52%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.
The current JPME drawdown is -1.31%. The current CVIE drawdown is -0.44%.
| Rank | JPME | CVIE |
|---|---|---|
| #1 | -41.01% Jan 17, 2020 - Nov 16, 2020 | -13.52% Mar 5, 2025 - Apr 29, 2025 |
| #2 | -19.91% Aug 29, 2018 - Jul 3, 2019 | -12.73% Jul 28, 2023 - Dec 13, 2023 |
| #3 | -19.30% Jan 4, 2022 - Dec 26, 2023 | -12.71% Feb 26, 2026 - May 6, 2026 |
| #4 | -18.70% Nov 29, 2024 - Sep 11, 2025 | -9.31% Sep 26, 2024 - Mar 5, 2025 |
| #5 | -7.57% Jan 26, 2018 - Jul 19, 2018 | -8.37% Jul 12, 2024 - Aug 23, 2024 |
| #6 | -6.84% Mar 2, 2026 - Apr 17, 2026 | -7.41% Feb 2, 2023 - Apr 13, 2023 |
| #7 | -6.58% Nov 16, 2021 - Dec 27, 2021 | -7.03% Jun 22, 2026 - Aug 13, 2026 |
| #8 | -6.56% Jul 26, 2019 - Nov 1, 2019 | -5.41% Nov 12, 2025 - Dec 10, 2025 |
| #9 | -6.51% Mar 28, 2024 - Jul 16, 2024 | -5.23% Jun 2, 2026 - Jun 15, 2026 |
| #10 | -5.27% Jun 8, 2016 - Jul 12, 2016 | -5.20% Mar 27, 2024 - May 14, 2024 |
| #11 | -5.26% Aug 23, 2016 - Nov 21, 2016 | -4.42% Jul 23, 2025 - Aug 13, 2025 |
| #12 | -5.09% Jul 31, 2024 - Aug 19, 2024 | -4.07% Jun 15, 2023 - Jul 13, 2023 |
| #13 | -4.85% Sep 2, 2021 - Oct 20, 2021 | -3.99% Aug 30, 2024 - Sep 19, 2024 |
| #14 | -4.58% Jan 20, 2021 - Feb 8, 2021 | -3.49% Dec 27, 2023 - Jan 29, 2024 |
| #15 | -4.42% Sep 11, 2025 - Nov 26, 2025 | -3.39% May 22, 2023 - Jun 13, 2023 |
Correlation
Correlation between JPME and CVIE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
JPME vs CVIE dividend yield comparison.
| Year | JPME | CVIE |
|---|---|---|
| 2026 | 0.72% | 0.95% |
| 2025 | 2.03% | 2.85% |
| 2024 | 1.77% | 2.78% |
| 2023 | 1.84% | 1.96% |
| 2022 | 1.84% | 0.00% |
| 2021 | 1.44% | 0.00% |
| 2020 | 1.51% | 0.00% |
| 2019 | 1.68% | 0.00% |
| 2018 | 1.80% | 0.00% |
| 2017 | 1.17% | 0.00% |
| 2016 | 0.91% | 0.00% |
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