JPSV vs IIGD
Comparison between JPMORGAN ACTIVE SMALL CAP VALUE ETF (JPSV, ETF) and INVESCO INVESTMENT GRADE DEFENSIVE ETF (IIGD, ETF).
JPSV vs IIGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPSV
$27M
Winner
IIGD
$27M
Expense Ratio
JPSV
0.55%
Winner
IIGD
0.13%
Max Drawdown
JPSV
23.70%
Winner
IIGD
15.67%
Sharpe Ratio
Winner
JPSV
1.18
IIGD
-0.26
5Y Beta
JPSV
0.78
Winner
IIGD
0.03
P/E Ratio
JPSV
20.98
IIGD
N/A
Forward P/E
JPSV
13.91
IIGD
N/A
5Y Dividends CAGR
JPSV
N/A
IIGD
7.48%
5Y EPS CAGR
JPSV
9.00%
IIGD
N/A
Debt to Equity
JPSV
215.49%
IIGD
N/A
P/S Ratio
JPSV
1.18
IIGD
N/A
P/B Ratio
JPSV
1.72
IIGD
N/A
JPSV vs IIGD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPSV
+4.58%
IIGD
+0.08%
3M
Winner
JPSV
+10.17%
IIGD
-0.31%
6M
Winner
JPSV
+12.70%
IIGD
+0.14%
1Y
Winner
JPSV
+23.06%
IIGD
+3.03%
5Y(CAGR)
JPSV
N/A
IIGD
+1.56%
Max(CAGR)
Winner
JPSV
+11.38%
IIGD
+2.78%
JPSV vs IIGD - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | JPSV | IIGD |
|---|---|---|
| 2026 | +19.84% | +0.21% |
| 2025 | +1.44% | +7.08% |
| 2024 | +9.24% | +4.25% |
| 2023 | +9.70% | +5.54% |
| 2022 | N/A | -7.06% |
| 2021 | N/A | -1.31% |
| 2020 | N/A | +6.26% |
| 2019 | N/A | +7.32% |
| 2018 | N/A | +0.86% |
JPSV vs IIGD Drawdown Comparison
The maximum drawdown for JPSV was -22.78%, occurring on Apr 8, 2025. Recovery took 299 trading sessions.
The maximum drawdown for IIGD was -11.43%, occurring on Oct 20, 2022. Recovery took 762 trading sessions.
The current JPSV drawdown is -0.90%. The current IIGD drawdown is -0.84%.
| Rank | JPSV | IIGD |
|---|---|---|
| #1 | -22.78% Nov 25, 2024 - Feb 6, 2026 | -11.43% Aug 3, 2021 - Aug 14, 2024 |
| #2 | -11.02% Aug 7, 2023 - Dec 13, 2023 | -8.58% Mar 4, 2020 - Apr 24, 2020 |
| #3 | -9.34% Mar 8, 2023 - Jul 13, 2023 | -1.97% Sep 24, 2024 - Feb 25, 2025 |
| #4 | -9.02% Feb 6, 2026 - Apr 17, 2026 | -1.67% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -8.80% Jul 31, 2024 - Nov 6, 2024 | -1.65% Dec 31, 2020 - Aug 2, 2021 |
| #6 | -6.75% Mar 28, 2024 - May 15, 2024 | -1.59% Apr 3, 2025 - Apr 25, 2025 |
| #7 | -6.15% Dec 26, 2023 - Mar 21, 2024 | -1.33% Sep 3, 2019 - Oct 2, 2019 |
| #8 | -5.28% May 15, 2024 - Jul 11, 2024 | -0.94% Oct 3, 2019 - Jan 21, 2020 |
| #9 | -3.11% Nov 11, 2024 - Nov 25, 2024 | -0.87% Apr 30, 2025 - May 30, 2025 |
| #10 | -2.57% May 8, 2026 - May 22, 2026 | -0.80% Aug 4, 2020 - Dec 24, 2020 |
| #11 | -2.33% Jul 17, 2024 - Jul 25, 2024 | -0.58% Oct 22, 2018 - Dec 14, 2018 |
| #12 | -2.08% Jun 26, 2026 - Jul 16, 2026 | -0.55% Jun 2, 2020 - Jun 18, 2020 |
| #13 | -2.00% Apr 28, 2026 - May 8, 2026 | -0.55% Jun 30, 2025 - Jul 22, 2025 |
| #14 | -1.67% Jun 12, 2026 - Jun 23, 2026 | -0.55% Mar 28, 2019 - May 7, 2019 |
| #15 | -1.56% Jul 16, 2026 - Jul 20, 2026 | -0.52% Oct 21, 2025 - Nov 24, 2025 |
Correlation
Correlation between JPSV and IIGD is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2018 - 2026)
JPSV vs IIGD dividend yield comparison.
| Year | JPSV | IIGD |
|---|---|---|
| 2026 | 0.00% | 2.46% |
| 2025 | 1.42% | 4.25% |
| 2024 | 1.21% | 4.13% |
| 2023 | 1.09% | 3.74% |
| 2022 | 0.00% | 1.73% |
| 2021 | 0.00% | 1.77% |
| 2020 | 0.00% | 3.21% |
| 2019 | 0.00% | 2.44% |
| 2018 | 0.00% | 1.23% |
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