JCAL vs IDGT
Comparison between JPMorgan California Tax Free Bond ETF (JCAL, ETF) and ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF (IDGT, ETF).
JCAL vs IDGT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JCAL
$502M
Winner
IDGT
$503M
Expense Ratio
Winner
JCAL
0.34%
IDGT
0.37%
Max Drawdown
Winner
JCAL
2.48%
IDGT
77.95%
Sharpe Ratio
JCAL
-3.34
Winner
IDGT
1.45
5Y Beta
Winner
JCAL
0.09
IDGT
0.98
P/E Ratio
JCAL
N/A
IDGT
20.02
Forward P/E
JCAL
N/A
IDGT
25.12
5Y Dividends CAGR
JCAL
N/A
IDGT
25.06%
5Y EPS CAGR
JCAL
N/A
IDGT
15.71%
Debt to Equity
JCAL
N/A
IDGT
468.83%
P/S Ratio
JCAL
N/A
IDGT
3.12
P/B Ratio
JCAL
N/A
IDGT
6.44
JCAL vs IDGT - Historical Returns
Returns include dividend reinvestment.
1M
JCAL
+0.23%
Winner
IDGT
+2.55%
3M
JCAL
N/A
IDGT
-7.37%
6M
JCAL
N/A
IDGT
+20.59%
1Y
JCAL
N/A
IDGT
+42.16%
5Y(CAGR)
JCAL
N/A
IDGT
+10.80%
10Y(CAGR)
JCAL
N/A
IDGT
+12.32%
Max(CAGR)
JCAL
-5.16%
Winner
IDGT
+4.93%
JCAL vs IDGT - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | JCAL | IDGT |
|---|---|---|
| 2026 | -1.02% | +37.44% |
| 2025 | N/A | +7.04% |
| 2024 | N/A | +26.98% |
| 2023 | N/A | -6.44% |
| 2022 | N/A | -17.90% |
| 2021 | N/A | +44.01% |
| 2020 | N/A | +7.70% |
| 2019 | N/A | +17.03% |
| 2018 | N/A | -2.45% |
| 2017 | N/A | +11.55% |
| 2016 | N/A | +20.87% |
| 2015 | N/A | +0.90% |
| 2014 | N/A | +17.10% |
| 2013 | N/A | +10.91% |
| 2012 | N/A | +3.56% |
| 2011 | N/A | -19.79% |
| 2010 | N/A | +22.26% |
| 2009 | N/A | +55.41% |
| 2008 | N/A | -49.23% |
| 2007 | N/A | +5.29% |
| 2006 | N/A | +1.80% |
| 2005 | N/A | +3.09% |
| 2004 | N/A | +7.72% |
| 2003 | N/A | +89.11% |
| 2002 | N/A | -57.26% |
| 2001 | N/A | -22.65% |
JCAL vs IDGT Drawdown Comparison
The maximum drawdown for JCAL was -2.04%, occurring on Jul 23, 2026. This drawdown has not yet recovered.
The maximum drawdown for IDGT was -77.95%, occurring on Oct 8, 2002. Recovery took 3420 trading sessions.
The current JCAL drawdown is -1.68%. The current IDGT drawdown is -11.55%.
| Rank | JCAL | IDGT |
|---|---|---|
| #1 | -2.04% Jun 29, 2026 - Jul 23, 2026 | -77.95% Jul 13, 2001 - Feb 19, 2015 |
| #2 | -0.12% Jun 18, 2026 - Jun 24, 2026 | -36.88% Apr 24, 2019 - Dec 28, 2020 |
| #3 | -0.06% Jun 16, 2026 - Jun 18, 2026 | -35.83% Dec 29, 2021 - Dec 4, 2024 |
| #4 | N/A | -24.88% Jun 18, 2015 - Sep 21, 2016 |
| #5 | N/A | -22.76% Jan 23, 2025 - Jul 23, 2025 |
| #6 | N/A | -21.49% Aug 31, 2018 - Feb 20, 2019 |
| #7 | N/A | -16.93% Jun 2, 2026 - Jul 29, 2026 |
| #8 | N/A | -10.13% Feb 12, 2021 - Jun 2, 2021 |
| #9 | N/A | -8.45% Oct 31, 2025 - Feb 9, 2026 |
| #10 | N/A | -8.31% Feb 21, 2017 - Jul 25, 2017 |
| #11 | N/A | -8.00% Mar 12, 2018 - Jul 12, 2018 |
| #12 | N/A | -7.46% Dec 6, 2024 - Jan 23, 2025 |
| #13 | N/A | -7.31% Jul 25, 2017 - Nov 21, 2017 |
| #14 | N/A | -6.97% Jun 11, 2021 - Nov 2, 2021 |
| #15 | N/A | -6.80% Nov 3, 2021 - Dec 10, 2021 |
Correlation
Correlation between JCAL and IDGT is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2007 - 2026)
JCAL vs IDGT dividend yield comparison.
| Year | JCAL | IDGT |
|---|---|---|
| 2026 | 0.56% | 0.26% |
| 2025 | 0.00% | 1.17% |
| 2024 | 0.00% | 1.64% |
| 2023 | 0.00% | 0.37% |
| 2022 | 0.00% | 0.30% |
| 2021 | 0.00% | 0.28% |
| 2020 | 0.00% | 0.60% |
| 2019 | 0.00% | 0.42% |
| 2018 | 0.00% | 0.65% |
| 2017 | 0.00% | 0.57% |
| 2016 | 0.00% | 0.75% |
| 2015 | 0.00% | 0.72% |
| 2014 | 0.00% | 0.50% |
| 2013 | 0.00% | 0.38% |
| 2012 | 0.00% | 2.46% |
| 2011 | 0.00% | 0.30% |
| 2010 | 0.00% | 0.08% |
| 2009 | 0.00% | 0.33% |
| 2008 | 0.00% | 0.26% |
| 2007 | 0.00% | 0.00% |
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