JCPB vs ESGD
Comparison between JPMorgan Core Plus Bond ETF (JCPB, ETF) and ISHARES ESG AWARE MSCI EAFE ETF (ESGD, ETF).
5-Year PerformanceESGD has outperformed JCPB, delivering a return of +8.8% compared to +1.2%
JCPB vs ESGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JCPB
$11B
ESGD
$11B
Expense Ratio
JCPB
0.38%
Winner
ESGD
0.20%
Max Drawdown
Winner
JCPB
22.96%
ESGD
36.32%
Sharpe Ratio
JCPB
0.59
Winner
ESGD
1.19
5Y Beta
Winner
JCPB
0.04
ESGD
0.74
5Y Dividends CAGR
JCPB
9.35%
Winner
ESGD
19.87%
JCPB vs ESGD - Holdings Comparison
JCPB and ESGD have 1 common holdings. Overlap is -0.10%
JCPB's top 25 holdings weight is 40.80%. ESGD's top 25 holdings weight is 23.89%.
| Rank | JCPB | ESGD |
|---|---|---|
| #1 | n/a (n/a) - 7.61% | ASML HOLDING NV (n/a) - 2.83% |
| #2 | n/a (n/a) - 4.59% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.60% |
| #3 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% | HSBC HOLDINGS PLC (n/a) - 1.39% |
| #4 | n/a (n/a) - 2.95% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.19% |
| #5 | n/a (n/a) - 2.90% | SIEMENS AG (n/a) - 1.19% |
| #6 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% | NESTLE SA (n/a) - 1.15% |
| #7 | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% | ASTRAZENECA PLC (AZN:XLON) - 1.11% |
| #8 | n/a (n/a) - 1.80% | ABB LTD (n/a) - 1.08% |
| #9 | n/a (n/a) - 1.35% | SCHNEIDER ELECTRIC SE (n/a) - 1.03% |
| #10 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% | SAP SE (n/a) - 1.00% |
| #11 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.96% |
| #12 | n/a (n/a) - 1.09% | SHELL PLC (n/a) - 0.95% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% | IBERDROLA SA (n/a) - 0.88% |
| #14 | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% | BHP GROUP LTD (n/a) - 0.84% |
| #15 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.80% |
| #16 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.79% |
| #17 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% | TOKYO ELECTRON LTD (n/a) - 0.75% |
| #18 | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% | HITACHI LTD (n/a) - 0.75% |
| #19 | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% | SONY GROUP CORP (n/a) - 0.74% |
| #20 | n/a (n/a) - 0.67% | TOTALENERGIES SE (TTE) - 0.72% |
| #21 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% | GSK PLC (n/a) - 0.44% |
| #22 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% | MARUBENI CORP (n/a) - 0.43% |
| #23 | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% | LONDON STOCK EXCHANGE GROUP PLC (n/a) - 0.43% |
| #24 | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% | BANK HAPOALIM BM (n/a) - 0.42% |
| #25 | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 0.42% |
| Total Holdings | 1670 | 346 |
JCPB vs ESGD - Historical Returns
Returns include dividend reinvestment.
1M
JCPB
-0.51%
Winner
ESGD
+0.33%
3M
Winner
JCPB
-1.00%
ESGD
-1.19%
6M
JCPB
+0.64%
Winner
ESGD
+7.84%
1Y
JCPB
+6.31%
Winner
ESGD
+22.40%
5Y(CAGR)
JCPB
+1.20%
Winner
ESGD
+8.77%
10Y(CAGR)
JCPB
N/A
ESGD
+9.60%
Max(CAGR)
JCPB
+2.75%
Winner
ESGD
+9.60%
JCPB vs ESGD - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | JCPB | ESGD |
|---|---|---|
| 2026 | +0.36% | +5.78% |
| 2025 | +7.95% | +30.15% |
| 2024 | +3.38% | +5.27% |
| 2023 | +6.57% | +17.62% |
| 2022 | -12.45% | -15.64% |
| 2021 | -0.46% | +11.04% |
| 2020 | +8.93% | +7.27% |
| 2019 | +7.76% | +24.28% |
| 2018 | N/A | -13.80% |
| 2017 | N/A | +24.81% |
| 2016 | N/A | +5.46% |
JCPB vs ESGD Drawdown Comparison
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The maximum drawdown for ESGD was -33.70%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.
The current JCPB drawdown is -1.75%. The current ESGD drawdown is -2.64%.
| Rank | JCPB | ESGD |
|---|---|---|
| #1 | -16.68% Sep 14, 2021 - Aug 1, 2025 | -33.70% Jan 17, 2020 - Nov 11, 2020 |
| #2 | -6.03% Mar 6, 2020 - Jun 23, 2020 | -29.99% Sep 7, 2021 - Feb 22, 2024 |
| #3 | -3.48% Dec 31, 2020 - Aug 2, 2021 | -21.96% Jan 26, 2018 - Dec 27, 2019 |
| #4 | -2.63% Feb 27, 2026 - Mar 26, 2026 | -13.86% Mar 19, 2025 - Apr 29, 2025 |
| #5 | -2.12% Sep 5, 2019 - Oct 3, 2019 | -11.68% Feb 25, 2026 - Mar 27, 2026 |
| #6 | -1.97% Oct 7, 2019 - Jan 24, 2020 | -10.13% Sep 26, 2024 - Mar 5, 2025 |
| #7 | -1.49% Aug 4, 2020 - Nov 30, 2020 | -7.72% Jul 12, 2024 - Aug 21, 2024 |
| #8 | -1.05% Oct 28, 2025 - Nov 25, 2025 | -5.79% Nov 12, 2025 - Dec 11, 2025 |
| #9 | -0.88% Aug 3, 2021 - Sep 14, 2021 | -5.66% Sep 28, 2016 - Jan 5, 2017 |
| #10 | -0.83% Nov 26, 2025 - Jan 13, 2026 | -5.42% Jun 15, 2021 - Aug 13, 2021 |
| #11 | -0.71% Jul 5, 2019 - Aug 2, 2019 | -4.94% Mar 27, 2024 - May 9, 2024 |
| #12 | -0.68% Sep 16, 2025 - Oct 13, 2025 | -4.61% Jul 23, 2025 - Aug 15, 2025 |
| #13 | -0.65% Jan 14, 2026 - Feb 5, 2026 | -4.54% Jan 8, 2021 - Feb 11, 2021 |
| #14 | -0.56% Apr 1, 2019 - May 7, 2019 | -3.74% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -0.53% Jan 31, 2020 - Feb 10, 2020 | -3.70% Feb 16, 2021 - Apr 5, 2021 |
Correlation
Correlation between JCPB and ESGD is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
Dividend Comparison (2016 - 2026)
JCPB vs ESGD dividend yield comparison.
| Year | JCPB | ESGD |
|---|---|---|
| 2026 | 1.63% | 0.00% |
| 2025 | 4.90% | 3.60% |
| 2024 | 5.16% | 3.23% |
| 2023 | 4.32% | 3.02% |
| 2022 | 3.01% | 2.59% |
| 2021 | 2.19% | 2.75% |
| 2020 | 2.97% | 1.63% |
| 2019 | 3.01% | 2.57% |
| 2018 | 0.00% | 2.69% |
| 2017 | 0.00% | 2.65% |
| 2016 | 0.00% | 0.09% |
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