RWL vs JPIE

Comparison between Invesco S&P 500 Revenue ETF (RWL, ETF) and JPMORGAN INCOME ETF (JPIE, ETF).

5-Year PerformanceRWL has outperformed JPIE, delivering a return of +13.3% compared to +3.4%

RWL vs JPIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RWL(ETF)	JPIE(ETF)
Net Assets	$8.80B	$8.70B
Expense Ratio	0.39%	0.39%
Max Drawdown	55.30%	13.36%
Sharpe Ratio	2.07	1.64
5Y Beta	0.70	0.04
P/E Ratio	26.61	N/A
Forward P/E	17.64	N/A
5Y Dividends CAGR	7.54%	N/A
5Y EPS CAGR	14.91%	N/A
Debt to Equity	20.00%	N/A
P/S Ratio	0.94	N/A
P/B Ratio	3.27	N/A

Net Assets

Winner

RWL

$8.80B

JPIE

$8.70B

Expense Ratio

RWL

0.39%

JPIE

0.39%

Max Drawdown

RWL

55.30%

Winner

JPIE

13.36%

Sharpe Ratio

Winner

RWL

2.07

JPIE

1.64

5Y Beta

RWL

0.70

Winner

JPIE

0.04

P/E Ratio

RWL

26.61

JPIE

N/A

Forward P/E

RWL

17.64

JPIE

N/A

5Y Dividends CAGR

RWL

7.54%

JPIE

N/A

5Y EPS CAGR

RWL

14.91%

JPIE

N/A

Debt to Equity

RWL

20.00%

JPIE

N/A

P/S Ratio

RWL

0.94

JPIE

N/A

P/B Ratio

RWL

3.27

JPIE

N/A

RWL vs JPIE - Historical Returns

Returns include dividend reinvestment.

Period	RWL	JPIE
1 month	+4.57%	+0.10%
3 months	+4.69%	+0.33%
6 months	+10.61%	+2.11%
1 year	+25.33%	+6.23%
5 years(CAGR)	+13.31%	+3.41%
10 years(CAGR)	+14.03%	N/A
Max(CAGR)	+11.16%	+3.41%

Winner

RWL

+4.57%

JPIE

+0.10%

Winner

RWL

+4.69%

JPIE

+0.33%

Winner

RWL

+10.61%

JPIE

+2.11%

Winner

RWL

+25.33%

JPIE

+6.23%

5Y(CAGR)

Winner

RWL

+13.31%

JPIE

+3.41%

10Y(CAGR)

RWL

+14.03%

JPIE

N/A

Max(CAGR)

Winner

RWL

+11.16%

JPIE

+3.41%

RWL vs JPIE - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RWL	JPIE
2026	+8.54%	+1.16%
2025	+18.96%	+7.34%
2024	+15.91%	+6.81%
2023	+17.70%	+6.88%
2022	-6.69%	-6.13%
2021	+31.55%	+0.30%
2020	+8.40%	N/A
2019	+27.15%	N/A
2018	-8.46%	N/A
2017	+18.98%	N/A
2016	+13.58%	N/A
2015	-1.29%	N/A
2014	+14.33%	N/A
2013	+34.50%	N/A
2012	+16.05%	N/A
2011	-1.00%	N/A
2010	+15.28%	N/A
2009	+26.40%	N/A
2008	-34.19%	N/A

RWL vs JPIE Drawdown Comparison

The maximum drawdown for RWL was -54.83%, occurring on Mar 9, 2009. Recovery took 688 trading sessions.

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

The current JPIE drawdown is -0.22%.

Rank	RWL	JPIE
#1	-54.83% May 15, 2008 - Feb 8, 2011	-9.97% Dec 30, 2021 - Dec 20, 2023
#2	-36.03% Feb 12, 2020 - Nov 9, 2020	-1.72% Apr 2, 2025 - Apr 25, 2025
#3	-21.38% Apr 29, 2011 - Feb 27, 2012	-1.22% Nov 8, 2021 - Dec 29, 2021
#4	-19.49% Sep 21, 2018 - Jul 3, 2019	-1.15% Feb 27, 2026 - Apr 14, 2026
#5	-17.50% Apr 20, 2022 - Jul 11, 2023	-1.13% Mar 28, 2024 - May 3, 2024
#6	-15.27% May 21, 2015 - Jul 11, 2016	-0.91% Oct 1, 2024 - Dec 4, 2024
#7	-14.39% Feb 19, 2025 - Jun 27, 2025	-0.83% Feb 1, 2024 - Mar 8, 2024
#8	-11.74% Jan 26, 2018 - Sep 20, 2018	-0.81% Dec 29, 2023 - Jan 12, 2024
#9	-10.32% Mar 26, 2012 - Aug 16, 2012	-0.69% Jan 12, 2024 - Jan 29, 2024
#10	-10.20% Feb 26, 2008 - Apr 25, 2008	-0.68% Dec 23, 2024 - Jan 17, 2025
#11	-9.19% Jul 31, 2023 - Dec 8, 2023	-0.48% Dec 9, 2024 - Dec 23, 2024
#12	-7.72% Sep 19, 2014 - Nov 5, 2014	-0.46% May 15, 2024 - May 31, 2024
#13	-6.84% Oct 18, 2012 - Dec 18, 2012	-0.42% Mar 8, 2024 - Mar 22, 2024
#14	-6.80% Jul 12, 2019 - Sep 11, 2019	-0.37% Jan 21, 2025 - Jan 31, 2025
#15	-6.75% Jan 11, 2022 - Mar 25, 2022	-0.37% Apr 17, 2026 - May 6, 2026

Correlation

Correlation between RWL and JPIE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2008 - 2026)

RWL vs JPIE dividend yield comparison.

Year	RWL	JPIE
2026	0.34%	1.82%
2025	1.35%	5.65%
2024	1.43%	6.11%
2023	1.60%	5.70%
2022	1.62%	4.49%
2021	1.35%	0.63%
2020	1.75%	0.00%
2019	1.87%	0.00%
2018	1.99%	0.00%
2017	1.60%	0.00%
2016	1.71%	0.00%
2015	1.97%	0.00%
2014	1.43%	0.00%
2013	1.61%	0.00%
2012	1.89%	0.00%
2011	1.85%	0.00%
2010	1.34%	0.00%
2009	1.32%	0.00%
2008	1.21%	0.00%