IVLU vs JPLD
Comparison between ISHARES MSCI INTL VALUE FACTOR ETF (IVLU, ETF) and JPMorgan Ltd Duration Bond ETF (JPLD, ETF).
IVLU vs JPLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVLU
$3.80B
JPLD
$3.80B
Expense Ratio
IVLU
0.31%
Winner
JPLD
0.24%
Max Drawdown
IVLU
45.37%
Winner
JPLD
1.59%
Sharpe Ratio
Winner
IVLU
2.07
JPLD
1.04
5Y Beta
IVLU
0.69
Winner
JPLD
-0.00
5Y Dividends CAGR
IVLU
18.76%
JPLD
N/A
IVLU vs JPLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVLU
+1.20%
JPLD
+0.48%
3M
IVLU
-0.40%
Winner
JPLD
+0.33%
6M
Winner
IVLU
+18.69%
JPLD
+1.75%
1Y
Winner
IVLU
+39.66%
JPLD
+5.35%
5Y(CAGR)
IVLU
+14.21%
JPLD
N/A
10Y(CAGR)
IVLU
+11.10%
JPLD
N/A
Max(CAGR)
Winner
IVLU
+8.52%
JPLD
+6.09%
IVLU vs JPLD - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IVLU | JPLD |
|---|---|---|
| 2026 | +9.61% | +1.12% |
| 2025 | +46.91% | +6.01% |
| 2024 | +7.34% | +6.58% |
| 2023 | +18.89% | +3.23% |
| 2022 | -6.63% | N/A |
| 2021 | +15.17% | N/A |
| 2020 | -5.66% | N/A |
| 2019 | +15.74% | N/A |
| 2018 | -15.89% | N/A |
| 2017 | +21.93% | N/A |
| 2016 | +5.31% | N/A |
| 2015 | -10.18% | N/A |
IVLU vs JPLD Drawdown Comparison
The maximum drawdown for IVLU was -41.86%, occurring on Mar 23, 2020. Recovery took 824 trading sessions.
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The current IVLU drawdown is -1.86%. The current JPLD drawdown is -0.05%.
| Rank | IVLU | JPLD |
|---|---|---|
| #1 | -41.86% Jan 26, 2018 - May 6, 2021 | -1.17% Apr 4, 2025 - Apr 30, 2025 |
| #2 | -26.01% Feb 9, 2022 - Jun 15, 2023 | -1.00% Feb 27, 2026 - Mar 26, 2026 |
| #3 | -24.85% Aug 5, 2015 - May 5, 2017 | -0.71% Sep 27, 2024 - Nov 29, 2024 |
| #4 | -15.48% Mar 19, 2025 - May 9, 2025 | -0.58% Sep 22, 2023 - Oct 26, 2023 |
| #5 | -11.69% Feb 25, 2026 - Mar 20, 2026 | -0.55% Aug 9, 2023 - Aug 29, 2023 |
| #6 | -9.66% Jul 31, 2023 - Dec 13, 2023 | -0.53% Mar 27, 2024 - May 2, 2024 |
| #7 | -9.13% Jun 7, 2021 - Jan 7, 2022 | -0.43% Dec 6, 2024 - Jan 15, 2025 |
| #8 | -8.95% Sep 26, 2024 - Feb 14, 2025 | -0.41% May 7, 2024 - May 9, 2024 |
| #9 | -8.04% Jul 17, 2024 - Aug 23, 2024 | -0.41% Feb 1, 2024 - Mar 1, 2024 |
| #10 | -5.41% Nov 12, 2025 - Dec 2, 2025 | -0.40% Nov 8, 2023 - Nov 14, 2023 |
| #11 | -5.00% May 15, 2024 - Jul 12, 2024 | -0.38% Apr 30, 2025 - May 29, 2025 |
| #12 | -4.82% Jan 14, 2022 - Feb 9, 2022 | -0.31% Aug 13, 2025 - Aug 20, 2025 |
| #13 | -4.22% Apr 9, 2024 - May 6, 2024 | -0.29% Mar 11, 2024 - Mar 21, 2024 |
| #14 | -3.86% Jul 23, 2025 - Aug 8, 2025 | -0.29% Aug 31, 2023 - Sep 13, 2023 |
| #15 | -3.56% Oct 3, 2025 - Oct 27, 2025 | -0.28% Jan 12, 2024 - Jan 29, 2024 |
Correlation
Correlation between IVLU and JPLD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2015 - 2026)
IVLU vs JPLD dividend yield comparison.
| Year | IVLU | JPLD |
|---|---|---|
| 2026 | 0.00% | 1.37% |
| 2025 | 3.71% | 4.25% |
| 2024 | 4.46% | 4.47% |
| 2023 | 4.69% | 1.83% |
| 2022 | 3.59% | 0.00% |
| 2021 | 3.47% | 0.00% |
| 2020 | 2.05% | 0.00% |
| 2019 | 3.53% | 0.00% |
| 2018 | 2.82% | 0.00% |
| 2017 | 2.87% | 0.00% |
| 2016 | 2.53% | 0.00% |
| 2015 | 0.93% | 0.00% |
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