ILTB vs JPSE
Comparison between ISHARES CORE 10+ YEAR USD BOND ETF (ILTB, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF).
5-Year PerformanceJPSE has outperformed ILTB, delivering a return of +6.9% compared to -2.9%
ILTB vs JPSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ILTB vs JPSE - Historical Returns
Returns include dividend reinvestment.
ILTB vs JPSE - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | ILTB | JPSE |
|---|---|---|
| 2026 | +0.11% | +13.69% |
| 2025 | +7.18% | +8.90% |
| 2024 | -2.26% | +8.30% |
| 2023 | +6.68% | +16.10% |
| 2022 | -25.30% | -15.23% |
| 2021 | -2.14% | +29.80% |
| 2020 | +15.27% | +12.62% |
| 2019 | +19.13% | +22.59% |
| 2018 | -4.25% | -8.79% |
| 2017 | +11.16% | +14.33% |
| 2016 | +7.20% | +3.67% |
| 2015 | -4.94% | N/A |
| 2014 | +19.44% | N/A |
| 2013 | -9.09% | N/A |
| 2012 | +8.57% | N/A |
| 2011 | +23.29% | N/A |
| 2010 | +10.29% | N/A |
| 2009 | -0.86% | N/A |
ILTB vs JPSE Drawdown Comparison
The maximum drawdown for ILTB was -36.88%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current ILTB drawdown is -21.58%. The current JPSE drawdown is -2.19%.
| Rank | ILTB | JPSE |
|---|---|---|
| #1 | -36.88% Aug 6, 2020 - Oct 19, 2023 | -43.02% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -19.62% Mar 6, 2020 - Jul 7, 2020 | -25.57% Nov 8, 2021 - Jul 15, 2024 |
| #3 | -15.32% Jul 25, 2012 - Jul 17, 2014 | -25.49% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -11.94% Jul 8, 2016 - Dec 6, 2017 | -23.26% Sep 14, 2018 - Dec 26, 2019 |
| #5 | -11.80% Jan 30, 2015 - May 13, 2016 | -9.04% Jul 31, 2024 - Sep 19, 2024 |
| #6 | -10.19% Sep 1, 2010 - Aug 2, 2011 | -8.40% Mar 15, 2021 - Jun 1, 2021 |
| #7 | -9.29% Dec 15, 2017 - Mar 25, 2019 | -8.33% Jun 8, 2021 - Oct 20, 2021 |
| #8 | -6.65% Sep 22, 2011 - Jan 17, 2012 | -8.19% Jan 23, 2018 - May 17, 2018 |
| #9 | -5.61% Aug 28, 2019 - Jan 23, 2020 | -8.00% Feb 26, 2026 - Apr 13, 2026 |
| #10 | -5.49% Jan 31, 2012 - May 4, 2012 | -5.09% Feb 24, 2021 - Mar 10, 2021 |
| #11 | -4.04% Aug 28, 2014 - Oct 13, 2014 | -4.66% Jul 25, 2017 - Sep 21, 2017 |
| #12 | -3.34% Aug 10, 2011 - Aug 18, 2011 | -4.56% Nov 11, 2024 - Nov 25, 2024 |
| #13 | -3.27% Aug 19, 2011 - Sep 2, 2011 | -4.38% Jan 22, 2021 - Feb 4, 2021 |
| #14 | -3.27% Jan 17, 2012 - Jan 31, 2012 | -4.36% Oct 16, 2024 - Nov 6, 2024 |
| #15 | -3.18% May 6, 2010 - May 20, 2010 | -4.17% Apr 26, 2017 - Jun 9, 2017 |
Correlation
Correlation between ILTB and JPSE is 0.06 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2009 - 2026)
ILTB vs JPSE dividend yield comparison.
| Year | ILTB | JPSE |
|---|---|---|
| 2026 | 2.09% | 0.15% |
| 2025 | 4.83% | 1.62% |
| 2024 | 4.91% | 1.66% |
| 2023 | 4.38% | 1.76% |
| 2022 | 4.31% | 1.55% |
| 2021 | 3.04% | 1.24% |
| 2020 | 3.32% | 1.32% |
| 2019 | 3.45% | 1.23% |
| 2018 | 4.13% | 1.18% |
| 2017 | 3.97% | 0.74% |
| 2016 | 3.99% | 0.14% |
| 2015 | 4.20% | 0.00% |
| 2014 | 3.62% | 0.00% |
| 2013 | 4.94% | 0.00% |
| 2012 | 3.42% | 0.00% |
| 2011 | 4.07% | 0.00% |
| 2010 | 4.59% | 0.00% |
| 2009 | 0.27% | 0.00% |
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