JPSE vs INDY
Comparison between JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF) and ISHARES INDIA 50 ETF (INDY, ETF).
5-Year PerformanceJPSE has outperformed INDY, delivering a return of +6.9% compared to +1.2%
JPSE vs INDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JPSE vs INDY - Historical Returns
Returns include dividend reinvestment.
JPSE vs INDY - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | JPSE | INDY |
|---|---|---|
| 2026 | +13.69% | -15.74% |
| 2025 | +8.90% | +3.47% |
| 2024 | +8.30% | +3.68% |
| 2023 | +16.10% | +16.36% |
| 2022 | -15.23% | -8.89% |
| 2021 | +29.80% | +19.01% |
| 2020 | +12.62% | +8.75% |
| 2019 | +22.59% | +10.72% |
| 2018 | -8.79% | -4.43% |
| 2017 | +14.33% | +35.75% |
| 2016 | +3.67% | +3.00% |
| 2015 | N/A | -10.08% |
| 2014 | N/A | +33.54% |
| 2013 | N/A | -7.78% |
| 2012 | N/A | +20.83% |
| 2011 | N/A | -37.32% |
| 2010 | N/A | +20.53% |
| 2009 | N/A | +1.93% |
JPSE vs INDY Drawdown Comparison
The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for INDY was -44.74%, occurring on Aug 28, 2013. Recovery took 1056 trading sessions.
The current JPSE drawdown is -2.19%. The current INDY drawdown is -21.00%.
| Rank | JPSE | INDY |
|---|---|---|
| #1 | -43.02% Jan 16, 2020 - Nov 16, 2020 | -44.74% Nov 5, 2010 - Jan 20, 2015 |
| #2 | -25.57% Nov 8, 2021 - Jul 15, 2024 | -43.50% Jan 13, 2020 - Nov 24, 2020 |
| #3 | -25.49% Nov 25, 2024 - Dec 10, 2025 | -29.92% Jan 29, 2015 - Apr 26, 2017 |
| #4 | -23.26% Sep 14, 2018 - Dec 26, 2019 | -22.37% Sep 26, 2024 - Mar 30, 2026 |
| #5 | -9.04% Jul 31, 2024 - Sep 19, 2024 | -20.10% Jan 26, 2018 - May 31, 2019 |
| #6 | -8.40% Mar 15, 2021 - Jun 1, 2021 | -20.00% Jan 12, 2022 - Dec 14, 2023 |
| #7 | -8.33% Jun 8, 2021 - Oct 20, 2021 | -15.96% May 10, 2010 - Sep 10, 2010 |
| #8 | -8.19% Jan 23, 2018 - May 17, 2018 | -13.85% Jan 7, 2010 - Mar 26, 2010 |
| #9 | -8.00% Feb 26, 2026 - Apr 13, 2026 | -13.83% Jun 3, 2019 - Jan 13, 2020 |
| #10 | -5.09% Feb 24, 2021 - Mar 10, 2021 | -12.00% Apr 5, 2010 - May 10, 2010 |
| #11 | -4.66% Jul 25, 2017 - Sep 21, 2017 | -10.51% Mar 11, 2021 - Jun 1, 2021 |
| #12 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -9.79% Oct 15, 2021 - Jan 12, 2022 |
| #13 | -4.38% Jan 22, 2021 - Feb 4, 2021 | -7.20% Aug 1, 2017 - Oct 31, 2017 |
| #14 | -4.36% Oct 16, 2024 - Nov 6, 2024 | -6.36% Jan 20, 2021 - Feb 2, 2021 |
| #15 | -4.17% Apr 26, 2017 - Jun 9, 2017 | -5.57% Jun 3, 2024 - Jun 17, 2024 |
Correlation
Correlation between JPSE and INDY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2010 - 2026)
JPSE vs INDY dividend yield comparison.
| Year | JPSE | INDY |
|---|---|---|
| 2026 | 0.15% | 0.00% |
| 2025 | 1.62% | 8.11% |
| 2024 | 1.66% | 0.24% |
| 2023 | 1.76% | 0.38% |
| 2022 | 1.55% | 3.75% |
| 2021 | 1.24% | 7.12% |
| 2020 | 1.32% | 0.08% |
| 2019 | 1.23% | 0.58% |
| 2018 | 1.18% | 0.55% |
| 2017 | 0.74% | 0.27% |
| 2016 | 0.14% | 0.48% |
| 2015 | 0.00% | 0.57% |
| 2014 | 0.00% | 0.52% |
| 2013 | 0.00% | 0.76% |
| 2012 | 0.00% | 0.39% |
| 2011 | 0.00% | 0.65% |
| 2010 | 0.00% | 0.39% |
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