JPMorgan Dividend Leaders ETF (JDIV) Performance
JDIV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.6% since Dec 31, 2025
- 1 year
- +6.3% total return
- Since first price
- +19.8% since 2024
JDIV trailing returns vs SPY, QQQ, AGG
| Period | JDIV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.8% | −0.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.0% | −0.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.7% | +0.7% | +7.8% | +8.4% | −1.5% |
| YTD | +5.6% | +4.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +6.3% | +3.4% | +14.4% | +15.9% | −1.1% |
| Since inceptionSep 26, 2024 | +19.8% | +14.6% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: JDIV vs SPY
From Sep 26, 2024: JDIV grew to $11,979, SPY to $13,586.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
JDIV returns by calendar year
1 of 1 full years positive. Best 2025 (+19.7%), worst 2025 (+19.7%). 2026 is year to date.
JDIV annual returns table
| Year | JDIV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.6% | −9.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +19.7% | −13.3% | +17.7% | +20.8% | +7.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
JDIV largest drawdowns
Now 4.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 20, 2025 | −13.3% | Apr 8, 2025 | May 12, 2025 | 47 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
JDIV risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +10.0% |
| Volatility (annualized) | 10.5% |
| Sharpe ratio | 0.59 |
| Sortino ratio | 0.92 |
| Best month | +6.9% |
| Worst month | −6.7% |
| Best 12 months | +22.8% |
| Worst 12 months | +7.7% |
| Positive months | 71% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
JDIV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 14 | +7.5% | +14.9% | +22.8% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
JDIV performance overview
JPMorgan Dividend Leaders ETF (JDIV) returned +6.3% over the past year, with distributions reinvested. Since its first recorded price on Sep 26, 2024 it has returned +19.8%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −13.3%, from Feb 20, 2025 to Apr 8, 2025, and it took 34 days to get back to the old high. Volatility has been 10.5% a year.
Related: JDIV chart, JDIV holdings, JDIV dividends, JDIV valuation. See the JDIV overview for the latest quote and fund facts.
JDIV performance FAQ
What is the JDIV return over the past year?
JDIV returned +6.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 3.4%.
How much would $10,000 invested in JDIV be worth?
$10,000 invested in JDIV at its first recorded close on September 26, 2024 would be worth about $11,979 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of JDIV?
The largest peak-to-trough decline was −13.3% between February 20, 2025 and April 8, 2025. It recovered to the old high on May 12, 2025, 34 days after the bottom.
How volatile is JDIV?
Over the past history JDIV had an annualized volatility of 10.5% and a Sharpe ratio of 0.59 (excess return over 1–3 month T-bills per unit of risk).