IBDT vs JPLD
Comparison between ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF) and JPMorgan Ltd Duration Bond ETF (JPLD, ETF).
IBDT vs JPLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDT
$3.80B
JPLD
$3.80B
Expense Ratio
Winner
IBDT
0.10%
JPLD
0.24%
Max Drawdown
IBDT
21.32%
Winner
JPLD
1.59%
Sharpe Ratio
IBDT
0.68
Winner
JPLD
1.04
5Y Beta
IBDT
0.03
Winner
JPLD
-0.00
5Y Dividends CAGR
IBDT
9.54%
JPLD
N/A
IBDT vs JPLD - Historical Returns
Returns include dividend reinvestment.
1M
IBDT
+0.33%
Winner
JPLD
+0.48%
3M
IBDT
+0.20%
Winner
JPLD
+0.33%
6M
IBDT
+1.55%
Winner
JPLD
+1.75%
1Y
IBDT
+5.08%
Winner
JPLD
+5.35%
5Y(CAGR)
IBDT
+1.45%
JPLD
N/A
Max(CAGR)
IBDT
+3.91%
Winner
JPLD
+6.09%
IBDT vs JPLD - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IBDT | JPLD |
|---|---|---|
| 2026 | +0.71% | +1.12% |
| 2025 | +6.93% | +6.01% |
| 2024 | +4.34% | +6.58% |
| 2023 | +7.32% | +3.23% |
| 2022 | -11.23% | N/A |
| 2021 | -1.91% | N/A |
| 2020 | +9.66% | N/A |
| 2019 | +15.26% | N/A |
| 2018 | +1.18% | N/A |
IBDT vs JPLD Drawdown Comparison
The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 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 | IBDT | JPLD |
|---|---|---|
| #1 | -17.79% Mar 6, 2020 - Jun 15, 2020 | -1.17% Apr 4, 2025 - Apr 30, 2025 |
| #2 | -17.69% Aug 2, 2021 - May 29, 2025 | -1.00% Feb 27, 2026 - Mar 26, 2026 |
| #3 | -4.41% Dec 30, 2020 - Aug 2, 2021 | -0.71% Sep 27, 2024 - Nov 29, 2024 |
| #4 | -2.61% Sep 4, 2019 - Dec 3, 2019 | -0.58% Sep 22, 2023 - Oct 26, 2023 |
| #5 | -1.82% Oct 2, 2018 - Dec 28, 2018 | -0.55% Aug 9, 2023 - Aug 29, 2023 |
| #6 | -1.66% Aug 4, 2020 - Nov 19, 2020 | -0.53% Mar 27, 2024 - May 2, 2024 |
| #7 | -1.36% Jul 3, 2019 - Aug 1, 2019 | -0.43% Dec 6, 2024 - Jan 15, 2025 |
| #8 | -1.03% Feb 23, 2026 - May 8, 2026 | -0.41% May 7, 2024 - May 9, 2024 |
| #9 | -1.01% Jan 31, 2019 - Feb 26, 2019 | -0.41% Feb 1, 2024 - Mar 1, 2024 |
| #10 | -0.86% Jun 17, 2020 - Jul 1, 2020 | -0.40% Nov 8, 2023 - Nov 14, 2023 |
| #11 | -0.78% Mar 27, 2019 - Apr 10, 2019 | -0.38% Apr 30, 2025 - May 29, 2025 |
| #12 | -0.69% Apr 10, 2019 - Apr 26, 2019 | -0.31% Aug 13, 2025 - Aug 20, 2025 |
| #13 | -0.67% Nov 30, 2020 - Dec 18, 2020 | -0.29% Mar 11, 2024 - Mar 21, 2024 |
| #14 | -0.61% Dec 3, 2019 - Dec 27, 2019 | -0.29% Aug 31, 2023 - Sep 13, 2023 |
| #15 | -0.53% Feb 26, 2019 - Mar 8, 2019 | -0.28% Jan 12, 2024 - Jan 29, 2024 |
Correlation
Correlation between IBDT and JPLD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2018 - 2026)
IBDT vs JPLD dividend yield comparison.
| Year | IBDT | JPLD |
|---|---|---|
| 2026 | 1.48% | 1.37% |
| 2025 | 4.56% | 4.25% |
| 2024 | 4.67% | 4.47% |
| 2023 | 4.10% | 1.83% |
| 2022 | 3.25% | 0.00% |
| 2021 | 2.45% | 0.00% |
| 2020 | 2.80% | 0.00% |
| 2019 | 3.32% | 0.00% |
| 2018 | 1.47% | 0.00% |
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