IDGT vs JCAL

Comparison between ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF (IDGT, ETF) and JPMorgan California Tax Free Bond ETF (JCAL, ETF).

IDGT vs JCAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IDGT(ETF)	JCAL(ETF)
Net Assets	$503M	$502M
Expense Ratio	0.37%	0.34%
Max Drawdown	77.95%	2.48%
Sharpe Ratio	1.45	-3.34
5Y Beta	0.98	0.09
P/E Ratio	20.02	N/A
Forward P/E	25.12	N/A
5Y Dividends CAGR	25.06%	N/A
5Y EPS CAGR	15.71%	N/A
Debt to Equity	468.83%	N/A
P/S Ratio	3.12	N/A
P/B Ratio	6.44	N/A

Net Assets

Winner

IDGT

$503M

JCAL

$502M

Expense Ratio

IDGT

0.37%

Winner

JCAL

0.34%

Max Drawdown

IDGT

77.95%

Winner

JCAL

2.48%

Sharpe Ratio

Winner

IDGT

1.45

JCAL

-3.34

5Y Beta

IDGT

0.98

Winner

JCAL

0.09

P/E Ratio

IDGT

20.02

JCAL

N/A

Forward P/E

IDGT

25.12

JCAL

N/A

5Y Dividends CAGR

IDGT

25.06%

JCAL

N/A

5Y EPS CAGR

IDGT

15.71%

JCAL

N/A

Debt to Equity

IDGT

468.83%

JCAL

N/A

P/S Ratio

IDGT

3.12

JCAL

N/A

P/B Ratio

IDGT

6.44

JCAL

N/A

IDGT vs JCAL - Historical Returns

Returns include dividend reinvestment.

Period	IDGT	JCAL
1 month	+2.55%	+0.23%
3 months	-7.37%	N/A
6 months	+20.59%	N/A
1 year	+42.16%	N/A
5 years(CAGR)	+10.80%	N/A
10 years(CAGR)	+12.32%	N/A
Max(CAGR)	+4.93%	-5.16%

Winner

IDGT

+2.55%

JCAL

+0.23%

IDGT

-7.37%

JCAL

N/A

IDGT

+20.59%

JCAL

N/A

IDGT

+42.16%

JCAL

N/A

5Y(CAGR)

IDGT

+10.80%

JCAL

N/A

10Y(CAGR)

IDGT

+12.32%

JCAL

N/A

Max(CAGR)

Winner

IDGT

+4.93%

JCAL

-5.16%

IDGT vs JCAL - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IDGT	JCAL
2026	+37.44%	-1.02%
2025	+7.04%	N/A
2024	+26.98%	N/A
2023	-6.44%	N/A
2022	-17.90%	N/A
2021	+44.01%	N/A
2020	+7.70%	N/A
2019	+17.03%	N/A
2018	-2.45%	N/A
2017	+11.55%	N/A
2016	+20.87%	N/A
2015	+0.90%	N/A
2014	+17.10%	N/A
2013	+10.91%	N/A
2012	+3.56%	N/A
2011	-19.79%	N/A
2010	+22.26%	N/A
2009	+55.41%	N/A
2008	-49.23%	N/A
2007	+5.29%	N/A
2006	+1.80%	N/A
2005	+3.09%	N/A
2004	+7.72%	N/A
2003	+89.11%	N/A
2002	-57.26%	N/A
2001	-22.65%	N/A

IDGT vs JCAL Drawdown Comparison

The maximum drawdown for IDGT was -77.95%, occurring on Oct 8, 2002. Recovery took 3420 trading sessions.

The maximum drawdown for JCAL was -2.04%, occurring on Jul 23, 2026. This drawdown has not yet recovered.

The current IDGT drawdown is -11.55%. The current JCAL drawdown is -1.68%.

Rank	IDGT	JCAL
#1	-77.95% Jul 13, 2001 - Feb 19, 2015	-2.04% Jun 29, 2026 - Jul 23, 2026
#2	-36.88% Apr 24, 2019 - Dec 28, 2020	-0.12% Jun 18, 2026 - Jun 24, 2026
#3	-35.83% Dec 29, 2021 - Dec 4, 2024	-0.06% Jun 16, 2026 - Jun 18, 2026
#4	-24.88% Jun 18, 2015 - Sep 21, 2016	N/A
#5	-22.76% Jan 23, 2025 - Jul 23, 2025	N/A
#6	-21.49% Aug 31, 2018 - Feb 20, 2019	N/A
#7	-16.93% Jun 2, 2026 - Jul 29, 2026	N/A
#8	-10.13% Feb 12, 2021 - Jun 2, 2021	N/A
#9	-8.45% Oct 31, 2025 - Feb 9, 2026	N/A
#10	-8.31% Feb 21, 2017 - Jul 25, 2017	N/A
#11	-8.00% Mar 12, 2018 - Jul 12, 2018	N/A
#12	-7.46% Dec 6, 2024 - Jan 23, 2025	N/A
#13	-7.31% Jul 25, 2017 - Nov 21, 2017	N/A
#14	-6.97% Jun 11, 2021 - Nov 2, 2021	N/A
#15	-6.80% Nov 3, 2021 - Dec 10, 2021	N/A

Correlation

Correlation between IDGT and JCAL is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2007 - 2026)

IDGT vs JCAL dividend yield comparison.

Year	IDGT	JCAL
2026	0.26%	0.56%
2025	1.17%	0.00%
2024	1.64%	0.00%
2023	0.37%	0.00%
2022	0.30%	0.00%
2021	0.28%	0.00%
2020	0.60%	0.00%
2019	0.42%	0.00%
2018	0.65%	0.00%
2017	0.57%	0.00%
2016	0.75%	0.00%
2015	0.72%	0.00%
2014	0.50%	0.00%
2013	0.38%	0.00%
2012	2.46%	0.00%
2011	0.30%	0.00%
2010	0.08%	0.00%
2009	0.33%	0.00%
2008	0.26%	0.00%
2007	0.00%	0.00%