XTL vs JCPI

Comparison between STATE STREET(R) SPDR(R) S&P(R) TELECOM ETF (XTL, ETF) and JPMORGAN INFLATION MANAGED BOND ETF (JCPI, ETF).

XTL vs JCPI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XTL(ETF)	JCPI(ETF)
Net Assets	$782M	$777M
Expense Ratio	0.35%	0.25%
Max Drawdown	38.49%	10.91%
Sharpe Ratio	2.66	0.34
5Y Beta	1.23	0.03
P/E Ratio	524.12	N/A
Forward P/E	22.39	N/A
PEG Ratio	-0.02	N/A
5Y Dividends CAGR	18.99%	N/A
5Y EPS CAGR	8.60%	N/A
Debt to Equity	145.98%	N/A
P/S Ratio	2.67	N/A
P/B Ratio	3.90	N/A

Net Assets

Winner

XTL

$782M

JCPI

$777M

Expense Ratio

XTL

0.35%

Winner

JCPI

0.25%

Max Drawdown

XTL

38.49%

Winner

JCPI

10.91%

Sharpe Ratio

Winner

XTL

2.66

JCPI

0.34

5Y Beta

XTL

1.23

Winner

JCPI

0.03

P/E Ratio

XTL

524.12

JCPI

N/A

Forward P/E

XTL

22.39

JCPI

N/A

PEG Ratio

XTL

-0.02

JCPI

N/A

5Y Dividends CAGR

XTL

18.99%

JCPI

N/A

5Y EPS CAGR

XTL

8.60%

JCPI

N/A

Debt to Equity

XTL

145.98%

JCPI

N/A

P/S Ratio

XTL

2.67

JCPI

N/A

P/B Ratio

XTL

3.90

JCPI

N/A

XTL vs JCPI - Historical Returns

Returns include dividend reinvestment.

Period	XTL	JCPI
1 month	-0.43%	-0.69%
3 months	+20.40%	+0.25%
6 months	+50.61%	+0.90%
1 year	+117.97%	+4.81%
5 years(CAGR)	+18.60%	+2.91%
10 years(CAGR)	+15.83%	N/A
Max(CAGR)	+11.52%	+2.91%

Winner

XTL

-0.43%

JCPI

-0.69%

Winner

XTL

+20.40%

JCPI

+0.25%

Winner

XTL

+50.61%

JCPI

+0.90%

Winner

XTL

+117.97%

JCPI

+4.81%

5Y(CAGR)

Winner

XTL

+18.60%

JCPI

+2.91%

10Y(CAGR)

XTL

+15.83%

JCPI

N/A

Max(CAGR)

Winner

XTL

+11.52%

JCPI

+2.91%

XTL vs JCPI - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	XTL	JCPI
2026	+45.28%	+1.29%
2025	+44.22%	+7.53%
2024	+35.20%	+4.86%
2023	-1.97%	+4.54%
2022	-19.65%	-5.52%
2021	+22.57%	N/A
2020	+21.82%	N/A
2019	+11.32%	N/A
2018	-7.76%	N/A
2017	-0.84%	N/A
2016	+27.75%	N/A
2015	-1.44%	N/A
2014	+6.09%	N/A
2013	+19.36%	N/A
2012	+8.50%	N/A
2011	-17.98%	N/A

XTL vs JCPI Drawdown Comparison

The maximum drawdown for XTL was -37.00%, occurring on Oct 27, 2023. Recovery took 830 trading sessions.

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

The current XTL drawdown is -8.51%. The current JCPI drawdown is -0.85%.

Rank	XTL	JCPI
#1	-37.00% Jun 25, 2021 - Oct 14, 2024	-7.85% Aug 1, 2022 - May 15, 2024
#2	-32.28% Feb 14, 2011 - Sep 18, 2013	-3.11% May 27, 2022 - Jul 29, 2022
#3	-31.56% Aug 29, 2018 - Jul 29, 2020	-2.77% Apr 3, 2025 - Jun 27, 2025
#4	-22.79% Feb 10, 2025 - Jun 24, 2025	-2.41% Sep 24, 2024 - Feb 20, 2025
#5	-21.87% Jun 18, 2015 - Jul 11, 2016	-2.04% Apr 11, 2022 - May 27, 2022
#6	-15.25% Aug 7, 2020 - Nov 23, 2020	-1.60% Feb 27, 2026 - Apr 14, 2026
#7	-14.70% Oct 31, 2025 - Dec 10, 2025	-1.00% Jun 5, 2024 - Jun 20, 2024
#8	-14.67% Sep 11, 2014 - Dec 22, 2014	-0.99% May 1, 2026 - May 22, 2026
#9	-10.98% Jun 6, 2017 - Mar 9, 2018	-0.90% Oct 22, 2025 - Feb 10, 2026
#10	-10.03% Feb 12, 2021 - May 27, 2021	-0.83% Mar 3, 2025 - Mar 28, 2025
#11	-9.94% Dec 11, 2025 - Jan 6, 2026	-0.76% May 16, 2024 - Jun 3, 2024
#12	-8.67% Mar 12, 2018 - Jun 14, 2018	-0.61% Aug 5, 2024 - Aug 21, 2024
#13	-8.51% Jun 2, 2026 - Jun 5, 2026	-0.57% Sep 11, 2025 - Oct 14, 2025
#14	-8.07% Apr 2, 2014 - Sep 11, 2014	-0.51% Jul 16, 2024 - Jul 31, 2024
#15	-8.05% Mar 25, 2026 - Apr 2, 2026	-0.48% Aug 28, 2024 - Sep 6, 2024

Correlation

Correlation between XTL and JCPI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2011 - 2026)

XTL vs JCPI dividend yield comparison.

Year	XTL	JCPI
2026	0.28%	1.64%
2025	1.05%	3.93%
2024	0.62%	3.98%
2023	0.80%	3.45%
2022	0.74%	3.29%
2021	1.25%	0.00%
2020	0.88%	0.00%
2019	0.92%	0.00%
2018	1.90%	0.00%
2017	2.08%	0.00%
2016	1.11%	0.00%
2015	1.38%	0.00%
2014	1.03%	0.00%
2013	0.45%	0.00%
2012	3.16%	0.00%
2011	0.80%	0.00%