IXJ vs JPLD
Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and JPMORGAN LIMITED DURATION BOND ETF (JPLD, ETF).
IXJ vs JPLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXJ
$3.80B
Winner
JPLD
$3.90B
Expense Ratio
IXJ
0.40%
Winner
JPLD
0.24%
Max Drawdown
IXJ
42.81%
Winner
JPLD
1.62%
Sharpe Ratio
Winner
IXJ
0.76
JPLD
0.34
5Y Beta
IXJ
0.45
Winner
JPLD
-0.00
P/E Ratio
IXJ
30.25
JPLD
N/A
Forward P/E
IXJ
19.05
JPLD
N/A
5Y Dividends CAGR
IXJ
7.94%
JPLD
N/A
5Y EPS CAGR
IXJ
12.16%
JPLD
N/A
Debt to Equity
IXJ
53.17%
JPLD
N/A
P/S Ratio
IXJ
1.59
JPLD
N/A
P/B Ratio
IXJ
4.86
JPLD
N/A
IXJ vs JPLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXJ
+3.27%
JPLD
+0.19%
3M
Winner
IXJ
+3.93%
JPLD
+0.69%
6M
IXJ
-0.39%
Winner
JPLD
+1.42%
1Y
Winner
IXJ
+17.30%
JPLD
+4.43%
5Y(CAGR)
IXJ
+4.51%
JPLD
N/A
10Y(CAGR)
IXJ
+8.19%
JPLD
N/A
Max(CAGR)
Winner
IXJ
+7.28%
JPLD
+5.82%
IXJ vs JPLD - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXJ | JPLD |
|---|---|---|
| 2026 | +1.10% | +1.49% |
| 2025 | +14.95% | +6.01% |
| 2024 | -0.69% | +6.58% |
| 2023 | +3.59% | +3.23% |
| 2022 | -3.93% | N/A |
| 2021 | +19.74% | N/A |
| 2020 | +12.39% | N/A |
| 2019 | +24.67% | N/A |
| 2018 | +1.74% | N/A |
| 2017 | +19.02% | N/A |
| 2016 | -4.37% | N/A |
| 2015 | +5.69% | N/A |
| 2014 | +18.07% | N/A |
| 2013 | +33.83% | N/A |
| 2012 | +15.83% | N/A |
| 2011 | +9.85% | N/A |
| 2010 | +0.65% | N/A |
| 2009 | +16.29% | N/A |
| 2008 | -19.96% | N/A |
| 2007 | +2.96% | N/A |
| 2006 | +8.49% | N/A |
| 2005 | +7.27% | N/A |
| 2004 | +3.72% | N/A |
| 2003 | +16.34% | N/A |
| 2002 | -17.01% | N/A |
| 2001 | -2.47% | N/A |
IXJ vs JPLD Drawdown Comparison
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The current IXJ drawdown is -3.62%. The current JPLD drawdown is -0.03%.
| Rank | IXJ | JPLD |
|---|---|---|
| #1 | -40.60% May 7, 2007 - Apr 26, 2011 | -1.17% Apr 4, 2025 - Apr 30, 2025 |
| #2 | -31.87% Nov 26, 2001 - Apr 13, 2005 | -1.00% Feb 27, 2026 - May 29, 2026 |
| #3 | -27.35% Feb 12, 2020 - Jul 14, 2020 | -0.71% Sep 27, 2024 - Nov 29, 2024 |
| #4 | -18.80% Aug 5, 2015 - Jun 19, 2017 | -0.58% Sep 22, 2023 - Oct 26, 2023 |
| #5 | -18.14% Aug 30, 2024 - Jan 6, 2026 | -0.55% Aug 9, 2023 - Aug 29, 2023 |
| #6 | -17.48% Apr 8, 2022 - Jan 8, 2024 | -0.53% Mar 27, 2024 - May 2, 2024 |
| #7 | -16.52% May 31, 2011 - Mar 13, 2012 | -0.43% Dec 6, 2024 - Jan 15, 2025 |
| #8 | -14.45% Oct 1, 2018 - Jul 2, 2019 | -0.41% May 7, 2024 - May 9, 2024 |
| #9 | -11.65% Jan 26, 2018 - Aug 21, 2018 | -0.41% Feb 1, 2024 - Mar 1, 2024 |
| #10 | -10.78% Feb 27, 2026 - Jul 2, 2026 | -0.40% Nov 8, 2023 - Nov 14, 2023 |
| #11 | -10.59% Dec 29, 2021 - Apr 7, 2022 | -0.38% Apr 30, 2025 - May 29, 2025 |
| #12 | -8.47% Sep 24, 2014 - Oct 30, 2014 | -0.37% Jun 16, 2026 - Jun 25, 2026 |
| #13 | -7.78% Sep 3, 2021 - Dec 23, 2021 | -0.31% Aug 13, 2025 - Aug 20, 2025 |
| #14 | -7.77% Jan 25, 2021 - Apr 16, 2021 | -0.29% Mar 11, 2024 - Mar 21, 2024 |
| #15 | -7.76% Sep 2, 2020 - Nov 5, 2020 | -0.29% Aug 31, 2023 - Sep 13, 2023 |
Correlation
Correlation between IXJ and JPLD is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2001 - 2026)
IXJ vs JPLD dividend yield comparison.
| Year | IXJ | JPLD |
|---|---|---|
| 2026 | 0.86% | 2.08% |
| 2025 | 1.40% | 4.25% |
| 2024 | 1.50% | 4.47% |
| 2023 | 1.38% | 1.83% |
| 2022 | 1.17% | 0.00% |
| 2021 | 1.12% | 0.00% |
| 2020 | 1.27% | 0.00% |
| 2019 | 1.42% | 0.00% |
| 2018 | 2.11% | 0.00% |
| 2017 | 1.46% | 0.00% |
| 2016 | 1.73% | 0.00% |
| 2015 | 2.85% | 0.00% |
| 2014 | 1.38% | 0.00% |
| 2013 | 1.51% | 0.00% |
| 2012 | 2.28% | 0.00% |
| 2011 | 2.17% | 0.00% |
| 2010 | 2.20% | 0.00% |
| 2009 | 1.97% | 0.00% |
| 2008 | 2.25% | 0.00% |
| 2007 | 1.72% | 0.00% |
| 2006 | 0.85% | 0.00% |
| 2005 | 0.70% | 0.00% |
| 2004 | 0.74% | 0.00% |
| 2003 | 0.63% | 0.00% |
| 2002 | 0.61% | 0.00% |
| 2001 | 0.03% | 0.00% |
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