IBDS vs JPLD
Comparison between ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF) and JPMorgan Ltd Duration Bond ETF (JPLD, ETF).
IBDS vs JPLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDS
$3.80B
JPLD
$3.80B
Expense Ratio
Winner
IBDS
0.10%
JPLD
0.24%
Max Drawdown
IBDS
18.21%
Winner
JPLD
1.59%
Sharpe Ratio
IBDS
0.83
Winner
JPLD
1.04
5Y Beta
IBDS
0.02
Winner
JPLD
-0.00
5Y Dividends CAGR
IBDS
10.60%
JPLD
N/A
IBDS vs JPLD - Historical Returns
Returns include dividend reinvestment.
1M
IBDS
+0.35%
Winner
JPLD
+0.48%
3M
Winner
IBDS
+0.60%
JPLD
+0.33%
6M
Winner
IBDS
+1.82%
JPLD
+1.75%
1Y
IBDS
+4.79%
Winner
JPLD
+5.35%
5Y(CAGR)
IBDS
+1.45%
JPLD
N/A
10Y(CAGR)
IBDS
+3.15%
JPLD
N/A
Max(CAGR)
IBDS
+3.15%
Winner
JPLD
+6.09%
IBDS vs JPLD - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | IBDS | JPLD |
|---|---|---|
| 2026 | +1.00% | +1.12% |
| 2025 | +5.81% | +6.01% |
| 2024 | +4.92% | +6.58% |
| 2023 | +6.19% | +3.23% |
| 2022 | -9.09% | N/A |
| 2021 | -1.38% | N/A |
| 2020 | +9.00% | N/A |
| 2019 | +15.05% | N/A |
| 2018 | -2.48% | N/A |
| 2017 | +1.14% | N/A |
IBDS vs JPLD Drawdown Comparison
The maximum drawdown for IBDS was -16.75%, occurring on Mar 20, 2020. Recovery took 65 trading sessions.
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The current JPLD drawdown is -0.05%.
| Rank | IBDS | JPLD |
|---|---|---|
| #1 | -16.75% Mar 5, 2020 - Jun 8, 2020 | -1.17% Apr 4, 2025 - Apr 30, 2025 |
| #2 | -14.98% Aug 2, 2021 - Feb 28, 2025 | -1.00% Feb 27, 2026 - Mar 26, 2026 |
| #3 | -5.54% Dec 6, 2017 - Feb 19, 2019 | -0.71% Sep 27, 2024 - Nov 29, 2024 |
| #4 | -3.12% Feb 10, 2021 - Aug 2, 2021 | -0.58% Sep 22, 2023 - Oct 26, 2023 |
| #5 | -2.35% Aug 28, 2019 - Oct 4, 2019 | -0.55% Aug 9, 2023 - Aug 29, 2023 |
| #6 | -1.43% Aug 6, 2020 - Nov 17, 2020 | -0.53% Mar 27, 2024 - May 2, 2024 |
| #7 | -1.22% Oct 4, 2019 - Nov 26, 2019 | -0.43% Dec 6, 2024 - Jan 15, 2025 |
| #8 | -1.20% Jul 3, 2019 - Aug 1, 2019 | -0.41% May 7, 2024 - May 9, 2024 |
| #9 | -1.16% Nov 6, 2017 - Dec 5, 2017 | -0.41% Feb 1, 2024 - Mar 1, 2024 |
| #10 | -0.91% Apr 3, 2025 - Apr 28, 2025 | -0.40% Nov 8, 2023 - Nov 14, 2023 |
| #11 | -0.70% Apr 11, 2019 - Apr 24, 2019 | -0.38% Apr 30, 2025 - May 29, 2025 |
| #12 | -0.66% Sep 18, 2017 - Oct 13, 2017 | -0.31% Aug 13, 2025 - Aug 20, 2025 |
| #13 | -0.64% Oct 17, 2017 - Nov 2, 2017 | -0.29% Mar 11, 2024 - Mar 21, 2024 |
| #14 | -0.63% Jun 16, 2020 - Jul 2, 2020 | -0.29% Aug 31, 2023 - Sep 13, 2023 |
| #15 | -0.59% Jun 24, 2019 - Jun 27, 2019 | -0.28% Jan 12, 2024 - Jan 29, 2024 |
Correlation
Correlation between IBDS and JPLD is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2017 - 2026)
IBDS vs JPLD dividend yield comparison.
| Year | IBDS | JPLD |
|---|---|---|
| 2026 | 1.41% | 1.37% |
| 2025 | 4.36% | 4.25% |
| 2024 | 4.37% | 4.47% |
| 2023 | 3.81% | 1.83% |
| 2022 | 2.87% | 0.00% |
| 2021 | 2.19% | 0.00% |
| 2020 | 2.66% | 0.00% |
| 2019 | 3.31% | 0.00% |
| 2018 | 3.66% | 0.00% |
| 2017 | 0.97% | 0.00% |
Select Stocks to Compare
Popular: IBDS vs SPYJPLD vs SPY
More Comparisons
Compare with similar stocks