WIP vs JCAL

Comparison between SPDR(R) FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF (WIP, ETF) and JPMorgan California Tax Free Bond ETF (JCAL, ETF).

WIP vs JCAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WIP(ETF)	JCAL(ETF)
Net Assets	$513M	$510M
Expense Ratio	0.50%	0.34%
Max Drawdown	44.40%	1.39%
Sharpe Ratio	0.41	-3.88
5Y Beta	0.16	0.05
5Y Dividends CAGR	9.17%	N/A

Net Assets

Winner

WIP

$513M

JCAL

$510M

Expense Ratio

WIP

0.50%

Winner

JCAL

0.34%

Max Drawdown

WIP

44.40%

Winner

JCAL

1.39%

Sharpe Ratio

Winner

WIP

0.41

JCAL

-3.88

5Y Beta

WIP

0.16

Winner

JCAL

0.05

5Y Dividends CAGR

WIP

9.17%

JCAL

N/A

WIP vs JCAL - Historical Returns

Returns include dividend reinvestment.

Period	WIP	JCAL
1 month	-0.27%	-0.64%
3 months	-1.29%	N/A
6 months	+0.80%	N/A
1 year	+6.15%	N/A
5 years(CAGR)	-0.68%	N/A
10 years(CAGR)	+1.38%	N/A
Max(CAGR)	+1.17%	-4.55%

Winner

WIP

-0.27%

JCAL

-0.64%

WIP

-1.29%

JCAL

N/A

WIP

+0.80%

JCAL

N/A

WIP

+6.15%

JCAL

N/A

5Y(CAGR)

WIP

-0.68%

JCAL

N/A

10Y(CAGR)

WIP

+1.38%

JCAL

N/A

Max(CAGR)

Winner

WIP

+1.17%

JCAL

-4.55%

WIP vs JCAL - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	WIP	JCAL
2026	+2.75%	-0.46%
2025	+15.10%	N/A
2024	-7.26%	N/A
2023	+9.33%	N/A
2022	-14.92%	N/A
2021	-3.85%	N/A
2020	+8.19%	N/A
2019	+8.74%	N/A
2018	-6.13%	N/A
2017	+12.80%	N/A
2016	+4.58%	N/A
2015	-9.68%	N/A
2014	+0.52%	N/A
2013	-5.45%	N/A
2012	+13.80%	N/A
2011	+2.43%	N/A
2010	+5.49%	N/A
2009	+17.38%	N/A
2008	-18.73%	N/A

WIP vs JCAL Drawdown Comparison

The maximum drawdown for WIP was -29.59%, occurring on Nov 21, 2008. Recovery took 559 trading sessions.

The maximum drawdown for JCAL was -1.12%, occurring on Jul 21, 2026. This drawdown has not yet recovered.

The current WIP drawdown is -5.54%. The current JCAL drawdown is -1.12%.

Rank	WIP	JCAL
#1	-29.59% Jul 15, 2008 - Oct 1, 2010	-1.12% Jun 29, 2026 - Jul 21, 2026
#2	-28.84% Jun 10, 2021 - Sep 27, 2022	-0.12% Jun 18, 2026 - Jun 24, 2026
#3	-20.04% Jan 26, 2018 - Nov 16, 2020	-0.06% Jun 16, 2026 - Jun 18, 2026
#4	-19.13% Jul 23, 2014 - Jan 23, 2018	N/A
#5	-11.08% Aug 17, 2011 - Sep 7, 2012	N/A
#6	-10.51% May 1, 2013 - Jun 30, 2014	N/A
#7	-7.74% Nov 4, 2010 - Mar 21, 2011	N/A
#8	-5.48% Dec 31, 2020 - Jun 4, 2021	N/A
#9	-4.07% Apr 29, 2011 - Jul 29, 2011	N/A
#10	-4.00% Mar 27, 2008 - Jul 11, 2008	N/A
#11	-3.32% Jan 14, 2013 - Apr 29, 2013	N/A
#12	-2.86% Aug 3, 2011 - Aug 15, 2011	N/A
#13	-2.81% Oct 14, 2010 - Nov 4, 2010	N/A
#14	-1.58% Oct 17, 2012 - Nov 28, 2012	N/A
#15	-1.40% Dec 31, 2012 - Jan 11, 2013	N/A

Correlation

Correlation between WIP and JCAL is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00

-101

Dividend Comparison (2008 - 2026)

WIP vs JCAL dividend yield comparison.

Year	WIP	JCAL
2026	3.56%	0.27%
2025	5.51%	0.00%
2024	6.06%	0.00%
2023	6.54%	0.00%
2022	11.15%	0.00%
2021	4.63%	0.00%
2020	1.59%	0.00%
2019	2.49%	0.00%
2018	4.05%	0.00%
2017	1.91%	0.00%
2016	1.27%	0.00%
2015	1.14%	0.00%
2014	2.56%	0.00%
2013	2.38%	0.00%
2012	2.48%	0.00%
2011	4.65%	0.00%
2010	2.36%	0.00%
2009	0.75%	0.00%
2008	5.40%	0.00%