IBDU vs JTEK

Comparison between ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF) and JPMORGAN U.S. TECH LEADERS ETF (JTEK, ETF).

IBDU vs JTEK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDU(ETF)	JTEK(ETF)
Net Assets	$3.70B	$3.70B
Expense Ratio	0.10%	0.65%
Max Drawdown	22.93%	30.61%
Sharpe Ratio	0.70	1.38
5Y Beta	0.05	1.51
P/E Ratio	N/A	127.85
Forward P/E	N/A	27.54
PEG Ratio	N/A	0.87
5Y Dividends CAGR	12.82%	N/A
5Y EPS CAGR	N/A	26.03%
P/S Ratio	N/A	4.00
P/B Ratio	N/A	9.09

Net Assets

IBDU

$3.70B

JTEK

$3.70B

Expense Ratio

Winner

IBDU

0.10%

JTEK

0.65%

Max Drawdown

Winner

IBDU

22.93%

JTEK

30.61%

Sharpe Ratio

IBDU

0.70

Winner

JTEK

1.38

5Y Beta

Winner

IBDU

0.05

JTEK

1.51

P/E Ratio

IBDU

N/A

JTEK

127.85

Forward P/E

IBDU

N/A

JTEK

27.54

PEG Ratio

IBDU

N/A

JTEK

0.87

5Y Dividends CAGR

IBDU

12.82%

JTEK

N/A

5Y EPS CAGR

IBDU

N/A

JTEK

26.03%

P/S Ratio

IBDU

N/A

JTEK

4.00

P/B Ratio

IBDU

N/A

JTEK

9.09

IBDU vs JTEK - Historical Returns

Returns include dividend reinvestment.

Period	IBDU	JTEK
1 month	-0.18%	+18.72%
3 months	-0.28%	+22.82%
6 months	+1.19%	+9.75%
1 year	+5.51%	+34.79%
5 years(CAGR)	+1.52%	N/A
Max(CAGR)	+2.38%	+31.76%

IBDU

-0.18%

Winner

JTEK

+18.72%

IBDU

-0.28%

Winner

JTEK

+22.82%

IBDU

+1.19%

Winner

JTEK

+9.75%

IBDU

+5.51%

Winner

JTEK

+34.79%

5Y(CAGR)

IBDU

+1.52%

JTEK

N/A

Max(CAGR)

IBDU

+2.38%

Winner

JTEK

+31.76%

IBDU vs JTEK - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	IBDU	JTEK
2026	+0.40%	+12.64%
2025	+7.50%	+18.10%
2024	+4.07%	+32.71%
2023	+8.17%	+18.14%
2022	-12.44%	N/A
2021	-1.87%	N/A
2020	+10.16%	N/A
2019	+2.23%	N/A

IBDU vs JTEK Drawdown Comparison

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

The maximum drawdown for JTEK was -30.61%, occurring on Apr 8, 2025. Recovery took 103 trading sessions.

The current IBDU drawdown is -0.66%. The current JTEK drawdown is -1.97%.

Rank	IBDU	JTEK
#1	-19.44% Aug 4, 2021 - Jul 21, 2025	-30.61% Feb 18, 2025 - Jul 17, 2025
#2	-18.22% Mar 5, 2020 - Jun 15, 2020	-22.02% Oct 29, 2025 - May 5, 2026
#3	-5.23% Dec 31, 2020 - Aug 2, 2021	-18.26% Jul 8, 2024 - Nov 6, 2024
#4	-1.79% Aug 6, 2020 - Nov 27, 2020	-11.05% Mar 7, 2024 - Jun 12, 2024
#5	-1.65% Oct 4, 2019 - Dec 26, 2019	-10.58% Oct 11, 2023 - Nov 14, 2023
#6	-1.58% Feb 27, 2026 - Mar 26, 2026	-7.25% Dec 6, 2024 - Jan 22, 2025
#7	-0.81% Nov 30, 2020 - Dec 24, 2020	-5.99% Dec 27, 2023 - Jan 19, 2024
#8	-0.78% Sep 24, 2019 - Oct 2, 2019	-5.39% Jan 23, 2025 - Feb 5, 2025
#9	-0.67% Jun 16, 2020 - Jul 1, 2020	-4.51% Feb 15, 2024 - Mar 1, 2024
#10	-0.55% Feb 3, 2020 - Feb 10, 2020	-4.43% Oct 8, 2025 - Oct 27, 2025
#11	-0.52% Feb 25, 2020 - Feb 28, 2020	-4.11% Nov 12, 2024 - Nov 21, 2024
#12	-0.51% Oct 21, 2025 - Nov 24, 2025	-4.10% Jul 28, 2025 - Aug 28, 2025
#13	-0.47% Sep 15, 2025 - Oct 1, 2025	-3.28% Sep 22, 2025 - Oct 6, 2025
#14	-0.37% Jul 23, 2020 - Jul 29, 2020	-3.06% Mar 1, 2024 - Mar 7, 2024
#15	-0.35% Feb 10, 2020 - Feb 18, 2020	-3.02% Feb 9, 2024 - Feb 15, 2024