REZ vs JCPI

Comparison between ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF) and JPMORGAN INFLATION MANAGED BOND ETF (JCPI, ETF).

REZ vs JCPI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REZ(ETF)	JCPI(ETF)
Net Assets	$874M	$871M
Expense Ratio	0.48%	0.25%
Max Drawdown	70.29%	10.91%
Sharpe Ratio	0.91	-0.49
5Y Beta	0.35	0.04
P/E Ratio	41.00	N/A
Forward P/E	41.11	N/A
5Y Dividends CAGR	-1.35%	N/A
5Y EPS CAGR	6.94%	N/A
Debt to Equity	51.96%	N/A
P/S Ratio	8.28	N/A
P/B Ratio	2.75	N/A

Net Assets

Winner

REZ

$874M

JCPI

$871M

Expense Ratio

REZ

0.48%

Winner

JCPI

0.25%

Max Drawdown

REZ

70.29%

Winner

JCPI

10.91%

Sharpe Ratio

Winner

REZ

0.91

JCPI

-0.49

5Y Beta

REZ

0.35

Winner

JCPI

0.04

P/E Ratio

REZ

41.00

JCPI

N/A

Forward P/E

REZ

41.11

JCPI

N/A

5Y Dividends CAGR

REZ

-1.35%

JCPI

N/A

5Y EPS CAGR

REZ

6.94%

JCPI

N/A

Debt to Equity

REZ

51.96%

JCPI

N/A

P/S Ratio

REZ

8.28

JCPI

N/A

P/B Ratio

REZ

2.75

JCPI

N/A

REZ vs JCPI - Historical Returns

Returns include dividend reinvestment.

Period	REZ	JCPI
1 month	-1.82%	+0.08%
3 months	+5.45%	-0.03%
6 months	+8.70%	-0.05%
1 year	+18.09%	+2.34%
5 years(CAGR)	+4.24%	+2.74%
10 years(CAGR)	+7.00%	N/A
Max(CAGR)	+7.33%	+2.74%

REZ

-1.82%

Winner

JCPI

+0.08%

Winner

REZ

+5.45%

JCPI

-0.03%

Winner

REZ

+8.70%

JCPI

-0.05%

Winner

REZ

+18.09%

JCPI

+2.34%

5Y(CAGR)

Winner

REZ

+4.24%

JCPI

+2.74%

10Y(CAGR)

REZ

+7.00%

JCPI

N/A

Max(CAGR)

Winner

REZ

+7.33%

JCPI

+2.74%

REZ vs JCPI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	REZ	JCPI
2026	+16.88%	+1.19%
2025	+5.92%	+7.53%
2024	+11.32%	+4.86%
2023	+11.47%	+4.54%
2022	-27.56%	-5.52%
2021	+53.51%	N/A
2020	-5.33%	N/A
2019	+28.23%	N/A
2018	+4.66%	N/A
2017	+4.47%	N/A
2016	+4.24%	N/A
2015	+9.49%	N/A
2014	+35.31%	N/A
2013	-4.39%	N/A
2012	+12.79%	N/A
2011	+14.21%	N/A
2010	+33.25%	N/A
2009	+25.83%	N/A
2008	-23.84%	N/A
2007	-18.32%	N/A

REZ vs JCPI Drawdown Comparison

The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.

The maximum drawdown for JCPI was -7.85%, occurring on Sep 30, 2022. Recovery took 450 trading sessions.

The current REZ drawdown is -3.25%. The current JCPI drawdown is -0.95%.

Rank	REZ	JCPI
#1	-66.88% May 30, 2007 - Apr 28, 2011	-7.85% Aug 1, 2022 - May 15, 2024
#2	-44.15% Feb 14, 2020 - Apr 20, 2021	-3.11% May 27, 2022 - Jul 29, 2022
#3	-35.03% Apr 20, 2022 - Feb 13, 2026	-2.77% Apr 3, 2025 - Jun 27, 2025
#4	-20.19% Jul 22, 2011 - Jan 25, 2012	-2.41% Sep 24, 2024 - Feb 20, 2025
#5	-20.10% May 21, 2013 - Aug 18, 2014	-2.04% Apr 11, 2022 - May 27, 2022
#6	-17.68% Jun 26, 2017 - Aug 15, 2018	-1.60% Feb 27, 2026 - Apr 14, 2026
#7	-15.17% Jul 22, 2016 - Jun 16, 2017	-1.40% May 1, 2026 - Jul 27, 2026
#8	-13.44% Jan 27, 2015 - Dec 28, 2015	-1.00% Jun 5, 2024 - Jun 20, 2024
#9	-12.69% Jan 5, 2016 - Mar 14, 2016	-0.90% Oct 22, 2025 - Feb 10, 2026
#10	-10.79% Dec 6, 2018 - Jan 29, 2019	-0.83% Mar 3, 2025 - Mar 28, 2025
#11	-10.37% Dec 31, 2021 - Mar 29, 2022	-0.76% May 16, 2024 - Jun 3, 2024
#12	-10.00% Oct 21, 2019 - Feb 14, 2020	-0.61% Aug 5, 2024 - Aug 21, 2024
#13	-8.76% Feb 17, 2026 - Apr 30, 2026	-0.57% Sep 11, 2025 - Oct 14, 2025
#14	-8.22% Sep 5, 2014 - Oct 23, 2014	-0.51% Jul 16, 2024 - Jul 31, 2024
#15	-7.79% Aug 17, 2018 - Nov 16, 2018	-0.48% Aug 28, 2024 - Sep 6, 2024

Correlation

Correlation between REZ and JCPI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2007 - 2026)

REZ vs JCPI dividend yield comparison.

Year	REZ	JCPI
2026	0.53%	2.75%
2025	2.74%	3.93%
2024	2.26%	3.98%
2023	2.94%	3.45%
2022	3.37%	3.29%
2021	1.81%	0.00%
2020	3.17%	0.00%
2019	2.90%	0.00%
2018	3.63%	0.00%
2017	3.57%	0.00%
2016	5.55%	0.00%
2015	3.18%	0.00%
2014	3.13%	0.00%
2013	3.92%	0.00%
2012	3.09%	0.00%
2011	3.12%	0.00%
2010	3.03%	0.00%
2009	3.83%	0.00%
2008	8.89%	0.00%
2007	4.58%	0.00%