JPRE vs IBD
Comparison between JPMORGAN REALTY INCOME ETF (JPRE, ETF) and INSPIRE CORPORATE BOND ETF (IBD, ETF).
JPRE vs IBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JPRE
$488M
IBD
$487M
Expense Ratio
JPRE
0.50%
Winner
IBD
0.41%
Max Drawdown
JPRE
31.13%
Winner
IBD
16.54%
Sharpe Ratio
Winner
JPRE
0.77
IBD
-0.31
5Y Beta
JPRE
0.42
Winner
IBD
0.04
P/E Ratio
JPRE
44.67
IBD
N/A
Forward P/E
JPRE
39.73
IBD
N/A
PEG Ratio
JPRE
0.47
IBD
N/A
5Y Dividends CAGR
JPRE
N/A
IBD
27.30%
5Y EPS CAGR
JPRE
9.39%
IBD
N/A
Debt to Equity
JPRE
90.43%
IBD
N/A
P/S Ratio
JPRE
7.55
IBD
N/A
P/B Ratio
JPRE
2.84
IBD
N/A
JPRE vs IBD - Historical Returns
Returns include dividend reinvestment.
1M
JPRE
-2.17%
Winner
IBD
+0.51%
3M
Winner
JPRE
+2.75%
IBD
+0.41%
6M
Winner
JPRE
+7.00%
IBD
-0.31%
1Y
Winner
JPRE
+14.93%
IBD
+2.51%
5Y(CAGR)
Winner
JPRE
+6.24%
IBD
+1.22%
10Y(CAGR)
JPRE
N/A
IBD
+2.05%
Max(CAGR)
Winner
JPRE
+6.24%
IBD
+2.05%
JPRE vs IBD - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | JPRE | IBD |
|---|---|---|
| 2026 | +15.97% | +0.17% |
| 2025 | +2.45% | +7.60% |
| 2024 | +6.47% | +3.84% |
| 2023 | +13.26% | +6.24% |
| 2022 | -9.83% | -8.59% |
| 2021 | N/A | -1.80% |
| 2020 | N/A | +4.68% |
| 2019 | N/A | +7.70% |
| 2018 | N/A | -0.92% |
| 2017 | N/A | +1.32% |
JPRE vs IBD Drawdown Comparison
The maximum drawdown for JPRE was -23.82%, occurring on Oct 14, 2022. Recovery took 482 trading sessions.
The maximum drawdown for IBD was -16.30%, occurring on Mar 19, 2020. Recovery took 69 trading sessions.
The current JPRE drawdown is -2.17%. The current IBD drawdown is -0.65%.
| Rank | JPRE | IBD |
|---|---|---|
| #1 | -23.82% Aug 15, 2022 - Jul 17, 2024 | -16.30% Mar 3, 2020 - Jun 10, 2020 |
| #2 | -16.26% Sep 16, 2024 - Feb 12, 2026 | -14.75% Aug 3, 2021 - Mar 3, 2025 |
| #3 | -12.17% May 27, 2022 - Aug 10, 2022 | -4.35% Jan 9, 2018 - Mar 8, 2019 |
| #4 | -7.70% Feb 17, 2026 - Apr 16, 2026 | -2.64% Dec 30, 2020 - Jul 19, 2021 |
| #5 | -5.38% Jul 24, 2026 - Aug 11, 2026 | -2.55% Apr 4, 2025 - Jun 4, 2025 |
| #6 | -3.78% May 26, 2026 - Jun 10, 2026 | -2.15% Feb 23, 2026 - Mar 26, 2026 |
| #7 | -3.01% Jun 12, 2026 - Jun 26, 2026 | -1.92% Dec 26, 2017 - Jan 9, 2018 |
| #8 | -2.90% Aug 2, 2024 - Aug 14, 2024 | -1.91% Dec 20, 2017 - Dec 26, 2017 |
| #9 | -2.82% Apr 20, 2026 - May 6, 2026 | -1.54% Aug 29, 2019 - Oct 4, 2019 |
| #10 | -2.66% May 6, 2026 - May 20, 2026 | -1.34% Mar 4, 2025 - Apr 3, 2025 |
| #11 | -2.39% Jun 26, 2026 - Jul 16, 2026 | -1.27% Oct 22, 2025 - Nov 25, 2025 |
| #12 | -2.07% Jul 23, 2024 - Jul 29, 2024 | -1.22% Jun 16, 2020 - Jul 20, 2020 |
| #13 | -0.93% Jul 17, 2024 - Jul 23, 2024 | -1.19% Sep 7, 2017 - Dec 20, 2017 |
| #14 | -0.72% Jul 16, 2026 - Jul 24, 2026 | -1.17% Aug 6, 2020 - Nov 23, 2020 |
| #15 | -0.66% Aug 14, 2024 - Aug 20, 2024 | -1.12% Aug 1, 2017 - Sep 7, 2017 |
Correlation
Correlation between JPRE and IBD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2017 - 2026)
JPRE vs IBD dividend yield comparison.
| Year | JPRE | IBD |
|---|---|---|
| 2026 | 0.83% | 2.36% |
| 2025 | 2.62% | 4.17% |
| 2024 | 2.21% | 4.18% |
| 2023 | 3.26% | 3.39% |
| 2022 | 10.60% | 1.75% |
| 2021 | 0.00% | 1.36% |
| 2020 | 0.00% | 1.63% |
| 2019 | 0.00% | 2.47% |
| 2018 | 0.00% | 2.06% |
| 2017 | 0.00% | 0.82% |
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