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VDC vs JPIE

Comparison between VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES (VDC, ETF) and JPMORGAN INCOME ETF (JPIE, ETF).

5-Year PerformanceVDC has outperformed JPIE, delivering a return of +7.2% compared to +3.5%

VDC vs JPIE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VDC
$9.10B
JPIE
$9.10B
Expense Ratio
Winner
VDC
0.09%
JPIE
0.39%
Max Drawdown
VDC
36.60%
Winner
JPIE
13.36%
Sharpe Ratio
VDC
0.37
Winner
JPIE
1.33
5Y Beta
VDC
0.24
Winner
JPIE
0.04
P/E Ratio
VDC
28.75
JPIE
N/A
Forward P/E
VDC
20.55
JPIE
N/A
5Y Dividends CAGR
VDC
9.91%
JPIE
N/A
5Y EPS CAGR
VDC
10.55%
JPIE
N/A
Debt to Equity
VDC
98.26%
JPIE
N/A
P/S Ratio
VDC
1.17
JPIE
N/A
P/B Ratio
VDC
4.72
JPIE
N/A

VDC vs JPIE - Historical Returns

Returns include dividend reinvestment.

1M
VDC
+0.10%
Winner
JPIE
+0.87%
3M
VDC
+0.47%
Winner
JPIE
+1.30%
6M
Winner
VDC
+8.00%
JPIE
+2.12%
1Y
Winner
VDC
+7.91%
JPIE
+6.01%
5Y(CAGR)
Winner
VDC
+7.17%
JPIE
+3.48%
10Y(CAGR)
VDC
+8.01%
JPIE
N/A
Max(CAGR)
Winner
VDC
+9.49%
JPIE
+3.48%

VDC vs JPIE - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearVDCJPIE
2026+10.36%+1.80%
2025+2.46%+7.34%
2024+12.03%+6.81%
2023+2.69%+6.88%
2022-1.82%-6.13%
2021+18.80%+0.30%
2020+11.76%N/A
2019+26.57%N/A
2018-7.33%N/A
2017+11.48%N/A
2016+7.69%N/A
2015+6.46%N/A
2014+17.23%N/A
2013+24.74%N/A
2012+11.00%N/A
2011+13.41%N/A
2010+13.46%N/A
2009+14.94%N/A
2008-15.62%N/A
2007+12.11%N/A
2006+15.34%N/A
2005+4.49%N/A
2004+9.91%N/A

VDC vs JPIE Drawdown Comparison

The maximum drawdown for VDC was -34.22%, occurring on Mar 9, 2009. Recovery took 570 trading sessions.

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

The current VDC drawdown is -4.68%.

RankVDCJPIE
#1-34.22%
Dec 10, 2007 - Mar 17, 2010
-9.97%
Dec 30, 2021 - Dec 20, 2023
#2-25.32%
Feb 14, 2020 - Aug 10, 2020
-1.72%
Apr 2, 2025 - Apr 25, 2025
#3-16.56%
Apr 20, 2022 - Mar 5, 2024
-1.22%
Nov 8, 2021 - Dec 29, 2021
#4-15.26%
Jan 26, 2018 - Apr 15, 2019
-1.15%
Feb 27, 2026 - Apr 14, 2026
#5-11.17%
May 19, 2011 - Dec 20, 2011
-1.13%
Mar 28, 2024 - May 3, 2024
#6-10.01%
Aug 5, 2015 - Oct 22, 2015
-0.91%
Oct 1, 2024 - Dec 4, 2024
#7-9.28%
Feb 27, 2026 - Mar 20, 2026
-0.83%
Feb 1, 2024 - Mar 8, 2024
#8-9.26%
Mar 23, 2010 - Sep 20, 2010
-0.81%
Dec 29, 2023 - Jan 12, 2024
#9-8.91%
Feb 25, 2025 - Aug 19, 2025
-0.69%
Jan 12, 2024 - Jan 29, 2024
#10-8.74%
Jul 15, 2016 - Feb 21, 2017
-0.68%
Dec 23, 2024 - Jan 17, 2025
#11-8.16%
Jun 8, 2004 - Dec 10, 2004
-0.60%
May 8, 2026 - May 28, 2026
#12-7.87%
Jan 4, 2022 - Apr 6, 2022
-0.48%
Dec 9, 2024 - Dec 23, 2024
#13-7.75%
Aug 20, 2025 - Jan 14, 2026
-0.46%
May 15, 2024 - May 31, 2024
#14-7.54%
Dec 30, 2013 - Mar 31, 2014
-0.42%
Mar 8, 2024 - Mar 22, 2024
#15-7.12%
Nov 29, 2024 - Feb 13, 2025
-0.37%
Jan 21, 2025 - Jan 31, 2025

Correlation

Correlation between VDC and JPIE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2004 - 2026)

VDC vs JPIE dividend yield comparison.

YearVDCJPIE
20260.53%2.27%
20252.26%5.65%
20242.33%6.11%
20232.65%5.70%
20222.37%4.49%
20212.14%0.63%
20202.50%0.00%
20192.44%0.00%
20182.78%0.00%
20172.52%0.00%
20162.39%0.00%
20152.55%0.00%
20141.93%0.00%
20132.21%0.00%
20122.95%0.00%
20112.32%0.00%
20102.60%0.00%
20092.65%0.00%
20082.03%0.00%
20071.64%0.00%
20061.50%0.00%
20051.26%0.00%
20042.00%0.00%

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