PTL vs JCPI
Comparison between INSPIRE 500 ETF (PTL, ETF) and JPMORGAN INFLATION MANAGED BOND ETF (JCPI, ETF).
PTL vs JCPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PTL
$870M
Winner
JCPI
$871M
Expense Ratio
Winner
PTL
0.09%
JCPI
0.25%
Max Drawdown
PTL
20.02%
Winner
JCPI
10.91%
Sharpe Ratio
Winner
PTL
1.07
JCPI
-0.49
5Y Beta
PTL
1.01
Winner
JCPI
0.04
P/E Ratio
PTL
32.73
JCPI
N/A
Forward P/E
PTL
21.16
JCPI
N/A
5Y EPS CAGR
PTL
20.48%
JCPI
N/A
P/S Ratio
PTL
3.24
JCPI
N/A
P/B Ratio
PTL
4.58
JCPI
N/A
PTL vs JCPI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PTL
+1.78%
JCPI
+0.08%
3M
Winner
PTL
+2.83%
JCPI
-0.03%
6M
Winner
PTL
+9.36%
JCPI
-0.05%
1Y
Winner
PTL
+22.08%
JCPI
+2.34%
5Y(CAGR)
PTL
N/A
JCPI
+2.74%
Max(CAGR)
Winner
PTL
+17.46%
JCPI
+2.74%
PTL vs JCPI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | PTL | JCPI |
|---|---|---|
| 2026 | +15.13% | +1.19% |
| 2025 | +17.88% | +7.53% |
| 2024 | +7.90% | +4.86% |
| 2023 | N/A | +4.54% |
| 2022 | N/A | -5.52% |
PTL vs JCPI Drawdown Comparison
The maximum drawdown for PTL was -19.72%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The maximum drawdown for JCPI was -7.85%, occurring on Sep 30, 2022. Recovery took 450 trading sessions.
The current PTL drawdown is -2.30%. The current JCPI drawdown is -0.95%.
| Rank | PTL | JCPI |
|---|---|---|
| #1 | -19.72% Feb 18, 2025 - Jun 24, 2025 | -7.85% Aug 1, 2022 - May 15, 2024 |
| #2 | -7.57% Feb 11, 2026 - Apr 13, 2026 | -3.11% May 27, 2022 - Jul 29, 2022 |
| #3 | -7.33% Jul 16, 2024 - Aug 23, 2024 | -2.77% Apr 3, 2025 - Jun 27, 2025 |
| #4 | -6.43% Oct 27, 2025 - Dec 5, 2025 | -2.41% Sep 24, 2024 - Feb 20, 2025 |
| #5 | -6.40% Mar 28, 2024 - Jul 11, 2024 | -2.04% Apr 11, 2022 - May 27, 2022 |
| #6 | -6.28% Nov 29, 2024 - Jan 21, 2025 | -1.60% Feb 27, 2026 - Apr 14, 2026 |
| #7 | -5.99% Jun 2, 2026 - Aug 13, 2026 | -1.40% May 1, 2026 - Jul 27, 2026 |
| #8 | -5.30% Dec 11, 2025 - Jan 15, 2026 | -1.00% Jun 5, 2024 - Jun 20, 2024 |
| #9 | -4.87% Aug 30, 2024 - Sep 19, 2024 | -0.90% Oct 22, 2025 - Feb 10, 2026 |
| #10 | -3.94% Oct 14, 2024 - Nov 6, 2024 | -0.83% Mar 3, 2025 - Mar 28, 2025 |
| #11 | -3.72% Oct 8, 2025 - Oct 27, 2025 | -0.76% May 16, 2024 - Jun 3, 2024 |
| #12 | -3.45% Jan 16, 2026 - Feb 9, 2026 | -0.61% Aug 5, 2024 - Aug 21, 2024 |
| #13 | -2.87% Aug 13, 2026 - Aug 20, 2026 | -0.57% Sep 11, 2025 - Oct 14, 2025 |
| #14 | -2.80% Jan 23, 2025 - Feb 18, 2025 | -0.51% Jul 16, 2024 - Jul 31, 2024 |
| #15 | -2.79% Nov 11, 2024 - Nov 22, 2024 | -0.48% Aug 28, 2024 - Sep 6, 2024 |
Correlation
Correlation between PTL and JCPI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2022 - 2026)
PTL vs JCPI dividend yield comparison.
| Year | PTL | JCPI |
|---|---|---|
| 2026 | 0.60% | 2.75% |
| 2025 | 1.24% | 3.93% |
| 2024 | 0.92% | 3.98% |
| 2023 | 0.00% | 3.45% |
| 2022 | 0.00% | 3.29% |
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