JBND vs FDL
Comparison between JPMORGAN ACTIVE BOND ETF (JBND, ETF) and FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL, ETF).
JBND vs FDL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JBND
$7.40B
Winner
FDL
$7.50B
Expense Ratio
Winner
JBND
0.25%
FDL
0.43%
Max Drawdown
Winner
JBND
5.89%
FDL
68.60%
Sharpe Ratio
JBND
0.58
Winner
FDL
1.58
5Y Beta
Winner
JBND
0.01
FDL
0.42
P/E Ratio
JBND
N/A
FDL
15.66
Forward P/E
JBND
N/A
FDL
11.82
PEG Ratio
JBND
N/A
FDL
0.47
5Y Dividends CAGR
JBND
N/A
FDL
6.98%
5Y EPS CAGR
JBND
N/A
FDL
8.11%
Debt to Equity
JBND
N/A
FDL
-10.24%
P/S Ratio
JBND
N/A
FDL
1.37
P/B Ratio
JBND
N/A
FDL
2.02
JBND vs FDL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JBND
-0.59%
FDL
-0.72%
3M
Winner
JBND
-1.43%
FDL
-2.08%
6M
JBND
+0.74%
Winner
FDL
+15.43%
1Y
JBND
+6.05%
Winner
FDL
+24.27%
5Y(CAGR)
JBND
N/A
FDL
+12.17%
10Y(CAGR)
JBND
N/A
FDL
+11.26%
Max(CAGR)
JBND
+7.43%
Winner
FDL
+8.74%
JBND vs FDL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JBND | FDL |
|---|---|---|
| 2026 | +0.16% | +11.34% |
| 2025 | +8.10% | +14.75% |
| 2024 | +3.61% | +16.15% |
| 2023 | +7.75% | +3.12% |
| 2022 | N/A | +6.12% |
| 2021 | N/A | +27.30% |
| 2020 | N/A | -4.69% |
| 2019 | N/A | +23.95% |
| 2018 | N/A | -6.43% |
| 2017 | N/A | +11.08% |
| 2016 | N/A | +21.68% |
| 2015 | N/A | +2.54% |
| 2014 | N/A | +14.35% |
| 2013 | N/A | +20.24% |
| 2012 | N/A | +9.29% |
| 2011 | N/A | +13.63% |
| 2010 | N/A | +15.25% |
| 2009 | N/A | +11.95% |
| 2008 | N/A | -29.98% |
| 2007 | N/A | -11.29% |
| 2006 | N/A | +18.40% |
JBND vs FDL Drawdown Comparison
The maximum drawdown for JBND was -4.48%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.
The maximum drawdown for FDL was -65.91%, occurring on Mar 5, 2009. Recovery took 1446 trading sessions.
The current JBND drawdown is -1.93%. The current FDL drawdown is -2.80%.
| Rank | JBND | FDL |
|---|---|---|
| #1 | -4.48% Sep 16, 2024 - Apr 3, 2025 | -65.91% May 22, 2007 - Feb 19, 2013 |
| #2 | -3.23% Feb 1, 2024 - Jun 13, 2024 | -41.40% Dec 23, 2019 - Feb 22, 2021 |
| #3 | -2.64% Feb 27, 2026 - Mar 27, 2026 | -16.45% May 27, 2022 - Feb 1, 2023 |
| #4 | -2.62% Apr 4, 2025 - Jun 26, 2025 | -14.67% Feb 13, 2023 - Jan 5, 2024 |
| #5 | -1.94% Oct 13, 2023 - Nov 2, 2023 | -13.30% Jan 26, 2018 - Mar 13, 2019 |
| #6 | -1.49% Dec 27, 2023 - Feb 1, 2024 | -12.24% Feb 28, 2025 - Jul 2, 2025 |
| #7 | -1.24% Jun 18, 2024 - Jul 5, 2024 | -11.18% Jan 22, 2015 - Oct 22, 2015 |
| #8 | -1.14% Jul 1, 2025 - Jul 29, 2025 | -8.90% Nov 29, 2024 - Feb 20, 2025 |
| #9 | -1.11% Oct 22, 2025 - Nov 25, 2025 | -7.05% Jul 26, 2019 - Sep 11, 2019 |
| #10 | -1.09% Aug 5, 2024 - Aug 20, 2024 | -6.20% May 10, 2021 - Dec 15, 2021 |
| #11 | -0.87% Nov 26, 2025 - Jan 14, 2026 | -6.06% May 15, 2013 - Jul 23, 2013 |
| #12 | -0.75% Jul 17, 2024 - Jul 30, 2024 | -5.82% Dec 29, 2015 - Feb 16, 2016 |
| #13 | -0.72% Sep 16, 2025 - Oct 10, 2025 | -5.82% Apr 20, 2022 - May 26, 2022 |
| #14 | -0.70% Jan 14, 2026 - Feb 5, 2026 | -5.55% Feb 20, 2007 - Apr 16, 2007 |
| #15 | -0.58% Nov 8, 2023 - Nov 14, 2023 | -5.46% Mar 28, 2024 - May 13, 2024 |
Correlation
Correlation between JBND and FDL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
JBND vs FDL dividend yield comparison.
| Year | JBND | FDL |
|---|---|---|
| 2026 | 1.43% | 0.81% |
| 2025 | 4.42% | 4.04% |
| 2024 | 4.58% | 4.96% |
| 2023 | 1.00% | 4.58% |
| 2022 | 0.00% | 3.58% |
| 2021 | 0.00% | 4.59% |
| 2020 | 0.00% | 4.48% |
| 2019 | 0.00% | 3.75% |
| 2018 | 0.00% | 3.97% |
| 2017 | 0.00% | 3.18% |
| 2016 | 0.00% | 2.93% |
| 2015 | 0.00% | 3.65% |
| 2014 | 0.00% | 3.35% |
| 2013 | 0.00% | 3.13% |
| 2012 | 0.00% | 3.84% |
| 2011 | 0.00% | 3.47% |
| 2010 | 0.00% | 3.62% |
| 2009 | 0.00% | 4.01% |
| 2008 | 0.00% | 6.10% |
| 2007 | 0.00% | 4.38% |
| 2006 | 0.00% | 2.55% |
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