BGRN vs JCAL
Comparison between ISHARES USD GREEN BOND ETF (BGRN, ETF) and JPMorgan California Tax Free Bond ETF (JCAL, ETF).
BGRN vs JCAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BGRN
$501M
Winner
JCAL
$502M
Expense Ratio
Winner
BGRN
0.20%
JCAL
0.34%
Max Drawdown
BGRN
21.52%
Winner
JCAL
2.48%
Sharpe Ratio
Winner
BGRN
-0.35
JCAL
-3.34
5Y Beta
Winner
BGRN
0.08
JCAL
0.09
5Y Dividends CAGR
BGRN
52.64%
JCAL
N/A
BGRN vs JCAL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BGRN
+0.90%
JCAL
+0.23%
3M
BGRN
+0.46%
JCAL
N/A
6M
BGRN
-0.30%
JCAL
N/A
1Y
BGRN
+2.82%
JCAL
N/A
5Y(CAGR)
BGRN
+0.22%
JCAL
N/A
Max(CAGR)
Winner
BGRN
+2.22%
JCAL
-5.16%
BGRN vs JCAL - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BGRN | JCAL |
|---|---|---|
| 2026 | +0.85% | -1.02% |
| 2025 | +7.28% | N/A |
| 2024 | +3.27% | N/A |
| 2023 | +6.13% | N/A |
| 2022 | -12.53% | N/A |
| 2021 | -2.90% | N/A |
| 2020 | +6.48% | N/A |
| 2019 | +9.71% | N/A |
| 2018 | +1.14% | N/A |
BGRN vs JCAL Drawdown Comparison
The maximum drawdown for BGRN was -19.16%, occurring on Oct 20, 2022. Recovery took 1298 trading sessions.
The maximum drawdown for JCAL was -2.04%, occurring on Jul 23, 2026. This drawdown has not yet recovered.
The current BGRN drawdown is -0.50%. The current JCAL drawdown is -1.68%.
| Rank | BGRN | JCAL |
|---|---|---|
| #1 | -19.16% Dec 11, 2020 - Feb 13, 2026 | -2.04% Jun 29, 2026 - Jul 23, 2026 |
| #2 | -6.56% Mar 9, 2020 - Jul 21, 2020 | -0.12% Jun 18, 2026 - Jun 24, 2026 |
| #3 | -2.23% Feb 27, 2026 - Mar 27, 2026 | -0.06% Jun 16, 2026 - Jun 18, 2026 |
| #4 | -2.22% Aug 28, 2019 - Jan 30, 2020 | N/A |
| #5 | -0.93% Aug 4, 2020 - Sep 21, 2020 | N/A |
| #6 | -0.86% Jul 3, 2019 - Jul 19, 2019 | N/A |
| #7 | -0.84% Nov 5, 2020 - Nov 19, 2020 | N/A |
| #8 | -0.62% Aug 15, 2019 - Aug 28, 2019 | N/A |
| #9 | -0.57% Nov 20, 2020 - Dec 8, 2020 | N/A |
| #10 | -0.52% Jan 31, 2020 - Feb 18, 2020 | N/A |
| #11 | -0.48% Mar 28, 2019 - Apr 24, 2019 | N/A |
| #12 | -0.36% Sep 21, 2020 - Sep 29, 2020 | N/A |
| #13 | -0.36% Jun 7, 2019 - Jun 14, 2019 | N/A |
| #14 | -0.35% Feb 22, 2019 - Mar 6, 2019 | N/A |
| #15 | -0.34% Oct 15, 2020 - Oct 27, 2020 | N/A |
Correlation
Correlation between BGRN and JCAL is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2018 - 2026)
BGRN vs JCAL dividend yield comparison.
| Year | BGRN | JCAL |
|---|---|---|
| 2026 | 2.53% | 0.56% |
| 2025 | 4.21% | 0.00% |
| 2024 | 4.07% | 0.00% |
| 2023 | 3.52% | 0.00% |
| 2022 | 2.66% | 0.00% |
| 2021 | 0.78% | 0.00% |
| 2020 | 1.82% | 0.00% |
| 2019 | 3.66% | 0.00% |
| 2018 | 0.21% | 0.00% |
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