PRF vs JPIE

Comparison between INVESCO FTSE RAFI US 1000 ETF (PRF, ETF) and JPMORGAN INCOME ETF (JPIE, ETF).

5-Year PerformancePRF has outperformed JPIE, delivering a return of +13.6% compared to +3.5%

PRF vs JPIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PRF(ETF)	JPIE(ETF)
Net Assets	$9.70B	$9.70B
Expense Ratio	0.34%	0.39%
Max Drawdown	61.60%	13.36%
Sharpe Ratio	2.22	1.01
5Y Beta	0.77	0.04
P/E Ratio	25.96	N/A
Forward P/E	16.53	N/A
5Y Dividends CAGR	8.10%	N/A
5Y EPS CAGR	13.84%	N/A
Debt to Equity	28.43%	N/A
P/S Ratio	1.84	N/A
P/B Ratio	2.93	N/A

Net Assets

PRF

$9.70B

JPIE

$9.70B

Expense Ratio

Winner

PRF

0.34%

JPIE

0.39%

Max Drawdown

PRF

61.60%

Winner

JPIE

13.36%

Sharpe Ratio

Winner

PRF

2.22

JPIE

1.01

5Y Beta

PRF

0.77

Winner

JPIE

0.04

P/E Ratio

PRF

25.96

JPIE

N/A

Forward P/E

PRF

16.53

JPIE

N/A

5Y Dividends CAGR

PRF

8.10%

JPIE

N/A

5Y EPS CAGR

PRF

13.84%

JPIE

N/A

Debt to Equity

PRF

28.43%

JPIE

N/A

P/S Ratio

PRF

1.84

JPIE

N/A

P/B Ratio

PRF

2.93

JPIE

N/A

PRF vs JPIE - Historical Returns

Returns include dividend reinvestment.

Period	PRF	JPIE
1 month	+1.21%	+0.14%
3 months	+9.26%	+0.86%
6 months	+13.46%	+1.82%
1 year	+30.75%	+5.40%
5 years(CAGR)	+13.59%	+3.46%
10 years(CAGR)	+13.56%	N/A
Max(CAGR)	+10.73%	+3.46%

Winner

PRF

+1.21%

JPIE

+0.14%

Winner

PRF

+9.26%

JPIE

+0.86%

Winner

PRF

+13.46%

JPIE

+1.82%

Winner

PRF

+30.75%

JPIE

+5.40%

5Y(CAGR)

Winner

PRF

+13.59%

JPIE

+3.46%

10Y(CAGR)

PRF

+13.56%

JPIE

N/A

Max(CAGR)

Winner

PRF

+10.73%

JPIE

+3.46%

PRF vs JPIE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PRF	JPIE
2026	+16.41%	+2.01%
2025	+18.58%	+7.34%
2024	+16.62%	+6.81%
2023	+15.97%	+6.88%
2022	-8.43%	-6.13%
2021	+32.93%	+0.30%
2020	+7.20%	N/A
2019	+27.00%	N/A
2018	-9.27%	N/A
2017	+15.10%	N/A
2016	+18.82%	N/A
2015	-2.81%	N/A
2014	+13.21%	N/A
2013	+31.81%	N/A
2012	+15.15%	N/A
2011	-1.65%	N/A
2010	+17.32%	N/A
2009	+37.49%	N/A
2008	-39.32%	N/A
2007	+1.93%	N/A
2006	+17.29%	N/A
2005	-0.34%	N/A

PRF vs JPIE Drawdown Comparison

The maximum drawdown for PRF was -60.36%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.

The maximum drawdown for JPIE was -9.97%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.

Rank	PRF	JPIE
#1	-60.36% Jul 13, 2007 - Feb 17, 2011	-9.97% Dec 30, 2021 - Dec 20, 2023
#2	-38.13% Feb 12, 2020 - Nov 16, 2020	-1.72% Apr 2, 2025 - Apr 25, 2025
#3	-21.26% Apr 29, 2011 - Mar 13, 2012	-1.22% Nov 8, 2021 - Dec 29, 2021
#4	-19.76% Sep 21, 2018 - Jul 3, 2019	-1.15% Feb 27, 2026 - Apr 14, 2026
#5	-19.74% Jan 12, 2022 - Dec 11, 2023	-1.13% Mar 28, 2024 - May 3, 2024
#6	-15.83% Nov 29, 2024 - Jul 1, 2025	-0.91% Oct 1, 2024 - Dec 4, 2024
#7	-15.74% May 21, 2015 - Jun 8, 2016	-0.83% Feb 1, 2024 - Mar 8, 2024
#8	-10.76% Mar 26, 2012 - Sep 6, 2012	-0.81% Dec 29, 2023 - Jan 12, 2024
#9	-10.60% Jan 26, 2018 - Sep 19, 2018	-0.69% Jan 12, 2024 - Jan 29, 2024
#10	-7.86% Sep 5, 2014 - Nov 6, 2014	-0.68% Dec 23, 2024 - Jan 17, 2025
#11	-6.89% Oct 18, 2012 - Dec 18, 2012	-0.60% May 8, 2026 - May 28, 2026
#12	-6.81% Jul 26, 2019 - Sep 11, 2019	-0.48% Dec 9, 2024 - Dec 23, 2024
#13	-6.68% May 10, 2006 - Sep 1, 2006	-0.46% May 15, 2024 - May 31, 2024
#14	-6.60% Feb 11, 2026 - Apr 14, 2026	-0.42% Mar 8, 2024 - Mar 22, 2024
#15	-6.54% Jun 8, 2016 - Jul 12, 2016	-0.37% Jan 21, 2025 - Jan 31, 2025

Correlation

Correlation between PRF and JPIE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2006 - 2026)

PRF vs JPIE dividend yield comparison.

Year	PRF	JPIE
2026	0.66%	2.75%
2025	1.59%	5.65%
2024	1.78%	6.11%
2023	1.84%	5.70%
2022	2.01%	4.49%
2021	1.58%	0.63%
2020	1.97%	0.00%
2019	1.99%	0.00%
2018	2.25%	0.00%
2017	1.58%	0.00%
2016	2.17%	0.00%
2015	2.25%	0.00%
2014	1.73%	0.00%
2013	1.56%	0.00%
2012	2.04%	0.00%
2011	2.06%	0.00%
2010	1.41%	0.00%
2009	1.51%	0.00%
2008	2.91%	0.00%
2007	1.51%	0.00%
2006	1.05%	0.00%