TIPX vs JPEF

Comparison between STATE STREET(R) SPDR(R) BLOOMBERG 1-10 YEAR TIPS ETF (TIPX, ETF) and JPMORGAN EQUITY FOCUS ETF (JPEF, ETF).

TIPX vs JPEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TIPX(ETF)	JPEF(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.15%	0.44%
Max Drawdown	16.71%	18.10%
Sharpe Ratio	-0.08	1.07
5Y Beta	0.01	0.94
P/E Ratio	N/A	28.18
Forward P/E	N/A	22.16
PEG Ratio	N/A	0.64
5Y Dividends CAGR	14.41%	N/A
5Y EPS CAGR	N/A	28.85%
Debt to Equity	N/A	-65.21%
P/S Ratio	N/A	4.92
P/B Ratio	N/A	4.93

Net Assets

TIPX

$1.90B

Winner

JPEF

$2B

Expense Ratio

Winner

TIPX

0.15%

JPEF

0.44%

Max Drawdown

Winner

TIPX

16.71%

JPEF

18.10%

Sharpe Ratio

TIPX

-0.08

Winner

JPEF

1.07

5Y Beta

Winner

TIPX

0.01

JPEF

0.94

P/E Ratio

TIPX

N/A

JPEF

28.18

Forward P/E

TIPX

N/A

JPEF

22.16

PEG Ratio

TIPX

N/A

JPEF

0.64

5Y Dividends CAGR

TIPX

14.41%

JPEF

N/A

5Y EPS CAGR

TIPX

N/A

JPEF

28.85%

Debt to Equity

TIPX

N/A

JPEF

-65.21%

P/S Ratio

TIPX

N/A

JPEF

4.92

P/B Ratio

TIPX

N/A

JPEF

4.93

TIPX vs JPEF - Historical Returns

Returns include dividend reinvestment.

Period	TIPX	JPEF
1 month	-0.32%	-1.55%
3 months	+0.33%	+8.80%
6 months	+0.97%	+4.30%
1 year	+3.45%	+16.18%
5 years(CAGR)	+2.13%	N/A
10 years(CAGR)	+2.85%	N/A
Max(CAGR)	+2.22%	+17.57%

Winner

TIPX

-0.32%

JPEF

-1.55%

TIPX

+0.33%

Winner

JPEF

+8.80%

TIPX

+0.97%

Winner

JPEF

+4.30%

TIPX

+3.45%

Winner

JPEF

+16.18%

5Y(CAGR)

TIPX

+2.13%

JPEF

N/A

10Y(CAGR)

TIPX

+2.85%

JPEF

N/A

Max(CAGR)

TIPX

+2.22%

Winner

JPEF

+17.57%

TIPX vs JPEF - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	TIPX	JPEF
2026	+0.81%	+5.44%
2025	+7.03%	+11.96%
2024	+3.25%	+28.45%
2023	+4.32%	+5.72%
2022	-7.43%	N/A
2021	+5.29%	N/A
2020	+8.13%	N/A
2019	+6.48%	N/A
2018	-0.21%	N/A
2017	+1.64%	N/A
2016	+2.89%	N/A
2015	-0.07%	N/A
2014	+0.56%	N/A
2013	-3.58%	N/A

TIPX vs JPEF Drawdown Comparison

The maximum drawdown for TIPX was -10.04%, occurring on Sep 30, 2022. Recovery took 634 trading sessions.

The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.

The current TIPX drawdown is -1.19%. The current JPEF drawdown is -3.17%.

Rank	TIPX	JPEF
#1	-10.04% Mar 8, 2022 - Sep 16, 2024	-18.09% Jan 23, 2025 - Jun 30, 2025
#2	-7.96% Mar 5, 2020 - May 28, 2020	-9.38% Jul 31, 2023 - Nov 20, 2023
#3	-5.26% Aug 15, 2014 - Jun 10, 2016	-8.37% Jul 16, 2024 - Aug 30, 2024
#4	-4.95% Jun 5, 2013 - Jun 30, 2014	-8.25% Feb 25, 2026 - Apr 15, 2026
#5	-3.97% Jul 6, 2016 - Mar 8, 2019	-5.29% Mar 21, 2024 - May 15, 2024
#6	-3.49% Nov 17, 2021 - Mar 7, 2022	-4.88% Oct 28, 2025 - Dec 26, 2025
#7	-2.32% Sep 24, 2024 - Feb 24, 2025	-4.60% May 14, 2026 - Jun 10, 2026
#8	-2.03% Apr 3, 2025 - Jun 25, 2025	-4.44% Aug 30, 2024 - Sep 19, 2024
#9	-1.78% Feb 11, 2021 - Apr 26, 2021	-4.15% Dec 16, 2024 - Jan 22, 2025
#10	-1.41% Aug 28, 2019 - Jan 2, 2020	-3.31% Oct 18, 2024 - Nov 6, 2024
#11	-1.29% Mar 17, 2026 - Apr 14, 2026	-2.80% Oct 8, 2025 - Oct 20, 2025
#12	-1.19% May 1, 2026 - Jun 23, 2026	-2.72% Dec 26, 2025 - Jan 27, 2026
#13	-1.13% Jun 30, 2014 - Aug 14, 2014	-2.12% Jul 28, 2025 - Aug 12, 2025
#14	-1.06% Jun 10, 2021 - Jul 2, 2021	-2.01% Jan 29, 2024 - Feb 2, 2024
#15	-1.03% Aug 3, 2021 - Sep 9, 2021	-1.94% Dec 28, 2023 - Jan 10, 2024

Correlation

Correlation between TIPX and JPEF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2013 - 2026)

TIPX vs JPEF dividend yield comparison.

Year	TIPX	JPEF
2026	2.16%	0.00%
2025	3.78%	0.70%
2024	3.57%	0.71%
2023	3.56%	0.39%
2022	6.08%	0.00%
2021	4.26%	0.00%
2020	1.73%	0.00%
2019	2.53%	0.00%
2018	1.90%	0.00%
2017	2.84%	0.00%
2016	1.04%	0.00%
2015	0.06%	0.00%
2014	1.52%	0.00%
2013	0.25%	0.00%