JPIE vs PDI: ETF Comparison
Compare JPIE (JPMorgan Income ETF) and PDI (PIMCO Dynamic Income Fund) side by side by average annual total return since inception — one fair number covering price and dividends.
Updated Sep 15, 2026
*For entertainment purposes ONLY! NOT financial advice! Data may be inaccurate.*
JPIE vs PDI: The Verdict
On average annual total return since inception, PDI holds a clear edge over JPIE: +9.2% per year vs +3.3% per year — a gap of 5.9 percentage points annually. Total return counts both price movement and dividends, so this is the whole picture of each fund's performance, not just yield.
Keep the track records in mind: PDI has been trading for 14.3 years, while JPIE has only 4.9 years of history. A shorter track record means the younger fund's average has been shaped by fewer market environments — one strong or weak stretch moves the needle more.
Income investors will notice the yield gap: PDI currently yields 16.10% vs JPIE's 7%. Higher yield often comes with trade-offs in price appreciation, which is exactly why total return is the fairer scoreboard.
JPIE vs PDI Side-by-Side Data
| Symbol | Name | Provider | Inception | Age | Total Return | Avg. Annual Return | Yield | Expense Ratio | Grade |
|---|---|---|---|---|---|---|---|---|---|
| JPIE | JPMorgan Income ETF | JP Morgan | 10/28/2021 | 4.9y | +17.0% | +3.3% | 7% | 0.39% | C |
| PDI | PIMCO Dynamic Income Fund | Pimco | 5/25/2012 | 14.3y | +252.0% | +9.2% | 16.10% | 1.10% | C |
JPIE vs PDI — Frequently Asked Questions
Which is better, JPIE or PDI?
By average annual total return since inception, PDI holds a clear edge over JPIE (+9.2% vs +3.3% per year). "Better" depends on your goals — yield, payout frequency, and strategy differ between the two funds.
What is the difference between JPIE and PDI?
JPIE (JPMorgan Income ETF) is offered by JP Morgan and currently yields 7%. PDI (PIMCO Dynamic Income Fund) is offered by Pimco and yields 16.10%. Their average annual total returns since inception are +3.3% and +9.2% respectively.
Does PDI pay a higher dividend than JPIE?
PDI currently yields 16.10% and JPIE yields 7%. Remember that yield alone doesn't capture performance — total return (price + dividends) is the fairer comparison.