IQLT vs JCPB
Comparison between ISHARES MSCI INTL QUALITY FACTOR ETF (IQLT, ETF) and JPMORGAN CORE PLUS BOND ETF (JCPB, ETF).
5-Year PerformanceIQLT has outperformed JCPB, delivering a return of +7.7% compared to +0.8%
IQLT vs JCPB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IQLT
$14B
JCPB
$14B
Expense Ratio
Winner
IQLT
0.30%
JCPB
0.37%
Max Drawdown
IQLT
32.40%
Winner
JCPB
22.96%
Sharpe Ratio
Winner
IQLT
1.00
JCPB
0.21
5Y Beta
IQLT
0.71
Winner
JCPB
0.05
5Y Dividends CAGR
Winner
IQLT
11.43%
JCPB
7.48%
IQLT vs JCPB - Holdings Comparison
IQLT and JCPB have 1 common holdings. Overlap is -0.10%
IQLT's top 25 holdings weight is 38.67%. JCPB's top 25 holdings weight is 40.80%.
| Rank | IQLT | JCPB |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 5.88% | n/a (n/a) - 7.61% |
| #2 | ALLIANZ SE (n/a) - 2.64% | n/a (n/a) - 4.59% |
| #3 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.09% | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% |
| #4 | ABB LTD (n/a) - 2.08% | n/a (n/a) - 2.95% |
| #5 | NESTLE SA (n/a) - 1.91% | n/a (n/a) - 2.90% |
| #6 | ZURICH INSURANCE GROUP AG (n/a) - 1.86% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.78% | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% |
| #8 | ASTRAZENECA PLC (AZN:XLON) - 1.69% | n/a (n/a) - 1.80% |
| #9 | TOKYO ELECTRON LTD (n/a) - 1.57% | n/a (n/a) - 1.35% |
| #10 | ADVANTEST CORP (n/a) - 1.51% | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% |
| #11 | SHELL PLC (n/a) - 1.47% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% |
| #12 | BHP GROUP LTD (n/a) - 1.46% | n/a (n/a) - 1.09% |
| #13 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.45% | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% |
| #14 | TOKIO MARINE HOLDINGS INC (n/a) - 1.39% | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% |
| #15 | IBERDROLA SA (n/a) - 1.34% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% |
| #16 | SCHNEIDER ELECTRIC SE (n/a) - 1.33% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% |
| #17 | UNILEVER PLC (n/a) - 1.31% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% |
| #18 | RECRUIT HOLDINGS CO LTD (n/a) - 1.26% | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% |
| #19 | TOTALENERGIES SE (TTE) - 1.22% | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% |
| #20 | NOVO NORDISK AS CLASS B (n/a) - 1.19% | n/a (n/a) - 0.67% |
| #21 | CAIXABANK SA (n/a) - 0.46% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% |
| #22 | FUJIKURA LTD (n/a) - 0.46% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% |
| #23 | UNIVERSAL MUSIC GROUP NV (n/a) - 0.45% | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% |
| #24 | AGNICO EAGLE MINES LTD (AEM) - 0.44% | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% |
| #25 | DAIICHI LIFE GROUP INC (n/a) - 0.43% | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% |
| Total Holdings | 281 | 1670 |
IQLT vs JCPB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IQLT
+0.55%
JCPB
-0.45%
3M
Winner
IQLT
+3.35%
JCPB
-0.54%
6M
Winner
IQLT
+7.31%
JCPB
+0.17%
1Y
Winner
IQLT
+18.92%
JCPB
+4.30%
5Y(CAGR)
Winner
IQLT
+7.75%
JCPB
+0.80%
10Y(CAGR)
IQLT
+9.71%
JCPB
N/A
Max(CAGR)
Winner
IQLT
+8.56%
JCPB
+2.68%
IQLT vs JCPB - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IQLT | JCPB |
|---|---|---|
| 2026 | +9.65% | +0.38% |
| 2025 | +25.66% | +7.95% |
| 2024 | +3.01% | +3.38% |
| 2023 | +18.14% | +6.57% |
| 2022 | -15.53% | -12.45% |
| 2021 | +11.91% | -0.46% |
| 2020 | +11.78% | +8.93% |
| 2019 | +28.42% | +7.76% |
| 2018 | -11.43% | N/A |
| 2017 | +23.75% | N/A |
| 2016 | +2.35% | N/A |
| 2015 | +0.59% | N/A |
IQLT vs JCPB Drawdown Comparison
The maximum drawdown for IQLT was -32.21%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The current IQLT drawdown is -0.72%. The current JCPB drawdown is -1.73%.
| Rank | IQLT | JCPB |
|---|---|---|
| #1 | -32.21% Jan 17, 2020 - Oct 12, 2020 | -16.68% Sep 14, 2021 - Aug 1, 2025 |
| #2 | -30.20% Sep 3, 2021 - Feb 15, 2024 | -6.03% Mar 6, 2020 - Jun 23, 2020 |
| #3 | -20.16% May 15, 2015 - May 4, 2017 | -3.48% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -18.54% Jan 26, 2018 - Jun 20, 2019 | -2.71% Feb 27, 2026 - May 19, 2026 |
| #5 | -13.18% Sep 26, 2024 - May 2, 2025 | -2.12% Sep 5, 2019 - Oct 3, 2019 |
| #6 | -10.38% Feb 25, 2026 - May 6, 2026 | -1.97% Oct 7, 2019 - Jan 24, 2020 |
| #7 | -7.75% Jul 12, 2024 - Aug 21, 2024 | -1.49% Aug 4, 2020 - Nov 30, 2020 |
| #8 | -7.53% Jul 3, 2019 - Oct 25, 2019 | -1.05% Oct 28, 2025 - Nov 25, 2025 |
| #9 | -7.36% Oct 12, 2020 - Nov 5, 2020 | -0.88% Aug 3, 2021 - Sep 14, 2021 |
| #10 | -5.62% Mar 7, 2024 - May 15, 2024 | -0.83% Nov 26, 2025 - Jan 13, 2026 |
| #11 | -5.43% Jul 23, 2025 - Sep 11, 2025 | -0.71% Jul 5, 2019 - Aug 2, 2019 |
| #12 | -5.33% Feb 16, 2021 - Apr 5, 2021 | -0.68% Sep 16, 2025 - Oct 13, 2025 |
| #13 | -4.74% Nov 12, 2025 - Dec 10, 2025 | -0.65% Jan 14, 2026 - Feb 5, 2026 |
| #14 | -4.51% Aug 30, 2024 - Sep 26, 2024 | -0.56% Apr 1, 2019 - May 7, 2019 |
| #15 | -4.46% Jan 8, 2021 - Feb 12, 2021 | -0.53% Jan 31, 2020 - Feb 10, 2020 |
Correlation
Correlation between IQLT and JCPB is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2015 - 2026)
IQLT vs JCPB dividend yield comparison.
| Year | IQLT | JCPB |
|---|---|---|
| 2026 | 1.50% | 2.43% |
| 2025 | 2.33% | 4.90% |
| 2024 | 2.87% | 5.16% |
| 2023 | 2.27% | 4.32% |
| 2022 | 3.14% | 3.01% |
| 2021 | 2.24% | 2.19% |
| 2020 | 1.61% | 2.97% |
| 2019 | 2.28% | 3.01% |
| 2018 | 2.72% | 0.00% |
| 2017 | 2.36% | 0.00% |
| 2016 | 2.91% | 0.00% |
| 2015 | 2.78% | 0.00% |
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