JCPB vs IQLT
Comparison between JPMORGAN CORE PLUS BOND ETF (JCPB, ETF) and ISHARES MSCI INTL QUALITY FACTOR ETF (IQLT, ETF).
5-Year PerformanceIQLT has outperformed JCPB, delivering a return of +7.7% compared to +0.8%
JCPB vs IQLT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JCPB
$14B
IQLT
$14B
Expense Ratio
JCPB
0.37%
Winner
IQLT
0.30%
Max Drawdown
Winner
JCPB
22.96%
IQLT
32.40%
Sharpe Ratio
JCPB
0.21
Winner
IQLT
1.00
5Y Beta
Winner
JCPB
0.05
IQLT
0.71
5Y Dividends CAGR
JCPB
7.48%
Winner
IQLT
11.43%
JCPB vs IQLT - Holdings Comparison
JCPB and IQLT have 1 common holdings. Overlap is -0.10%
JCPB's top 25 holdings weight is 40.80%. IQLT's top 25 holdings weight is 38.67%.
| Rank | JCPB | IQLT |
|---|---|---|
| #1 | n/a (n/a) - 7.61% | ASML HOLDING NV (n/a) - 5.88% |
| #2 | n/a (n/a) - 4.59% | ALLIANZ SE (n/a) - 2.64% |
| #3 | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.09% |
| #4 | n/a (n/a) - 2.95% | ABB LTD (n/a) - 2.08% |
| #5 | n/a (n/a) - 2.90% | NESTLE SA (n/a) - 1.91% |
| #6 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% | ZURICH INSURANCE GROUP AG (n/a) - 1.86% |
| #7 | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.78% |
| #8 | n/a (n/a) - 1.80% | ASTRAZENECA PLC (AZN:XLON) - 1.69% |
| #9 | n/a (n/a) - 1.35% | TOKYO ELECTRON LTD (n/a) - 1.57% |
| #10 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% | ADVANTEST CORP (n/a) - 1.51% |
| #11 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% | SHELL PLC (n/a) - 1.47% |
| #12 | n/a (n/a) - 1.09% | BHP GROUP LTD (n/a) - 1.46% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.45% |
| #14 | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% | TOKIO MARINE HOLDINGS INC (n/a) - 1.39% |
| #15 | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% | IBERDROLA SA (n/a) - 1.34% |
| #16 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% | SCHNEIDER ELECTRIC SE (n/a) - 1.33% |
| #17 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% | UNILEVER PLC (n/a) - 1.31% |
| #18 | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% | RECRUIT HOLDINGS CO LTD (n/a) - 1.26% |
| #19 | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% | TOTALENERGIES SE (TTE) - 1.22% |
| #20 | n/a (n/a) - 0.67% | NOVO NORDISK AS CLASS B (n/a) - 1.19% |
| #21 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% | CAIXABANK SA (n/a) - 0.46% |
| #22 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% | FUJIKURA LTD (n/a) - 0.46% |
| #23 | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% | UNIVERSAL MUSIC GROUP NV (n/a) - 0.45% |
| #24 | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% | AGNICO EAGLE MINES LTD (AEM) - 0.44% |
| #25 | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% | DAIICHI LIFE GROUP INC (n/a) - 0.43% |
| Total Holdings | 1670 | 281 |
JCPB vs IQLT - Historical Returns
Returns include dividend reinvestment.
1M
JCPB
-0.45%
Winner
IQLT
+0.55%
3M
JCPB
-0.54%
Winner
IQLT
+3.35%
6M
JCPB
+0.17%
Winner
IQLT
+7.31%
1Y
JCPB
+4.30%
Winner
IQLT
+18.92%
5Y(CAGR)
JCPB
+0.80%
Winner
IQLT
+7.75%
10Y(CAGR)
JCPB
N/A
IQLT
+9.71%
Max(CAGR)
JCPB
+2.68%
Winner
IQLT
+8.56%
JCPB vs IQLT - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | JCPB | IQLT |
|---|---|---|
| 2026 | +0.38% | +9.65% |
| 2025 | +7.95% | +25.66% |
| 2024 | +3.38% | +3.01% |
| 2023 | +6.57% | +18.14% |
| 2022 | -12.45% | -15.53% |
| 2021 | -0.46% | +11.91% |
| 2020 | +8.93% | +11.78% |
| 2019 | +7.76% | +28.42% |
| 2018 | N/A | -11.43% |
| 2017 | N/A | +23.75% |
| 2016 | N/A | +2.35% |
| 2015 | N/A | +0.59% |
JCPB vs IQLT Drawdown Comparison
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The maximum drawdown for IQLT was -32.21%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.
The current JCPB drawdown is -1.73%. The current IQLT drawdown is -0.72%.
| Rank | JCPB | IQLT |
|---|---|---|
| #1 | -16.68% Sep 14, 2021 - Aug 1, 2025 | -32.21% Jan 17, 2020 - Oct 12, 2020 |
| #2 | -6.03% Mar 6, 2020 - Jun 23, 2020 | -30.20% Sep 3, 2021 - Feb 15, 2024 |
| #3 | -3.48% Dec 31, 2020 - Aug 2, 2021 | -20.16% May 15, 2015 - May 4, 2017 |
| #4 | -2.71% Feb 27, 2026 - May 19, 2026 | -18.54% Jan 26, 2018 - Jun 20, 2019 |
| #5 | -2.12% Sep 5, 2019 - Oct 3, 2019 | -13.18% Sep 26, 2024 - May 2, 2025 |
| #6 | -1.97% Oct 7, 2019 - Jan 24, 2020 | -10.38% Feb 25, 2026 - May 6, 2026 |
| #7 | -1.49% Aug 4, 2020 - Nov 30, 2020 | -7.75% Jul 12, 2024 - Aug 21, 2024 |
| #8 | -1.05% Oct 28, 2025 - Nov 25, 2025 | -7.53% Jul 3, 2019 - Oct 25, 2019 |
| #9 | -0.88% Aug 3, 2021 - Sep 14, 2021 | -7.36% Oct 12, 2020 - Nov 5, 2020 |
| #10 | -0.83% Nov 26, 2025 - Jan 13, 2026 | -5.62% Mar 7, 2024 - May 15, 2024 |
| #11 | -0.71% Jul 5, 2019 - Aug 2, 2019 | -5.43% Jul 23, 2025 - Sep 11, 2025 |
| #12 | -0.68% Sep 16, 2025 - Oct 13, 2025 | -5.33% Feb 16, 2021 - Apr 5, 2021 |
| #13 | -0.65% Jan 14, 2026 - Feb 5, 2026 | -4.74% Nov 12, 2025 - Dec 10, 2025 |
| #14 | -0.56% Apr 1, 2019 - May 7, 2019 | -4.51% Aug 30, 2024 - Sep 26, 2024 |
| #15 | -0.53% Jan 31, 2020 - Feb 10, 2020 | -4.46% Jan 8, 2021 - Feb 12, 2021 |
Correlation
Correlation between JCPB and IQLT is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2015 - 2026)
JCPB vs IQLT dividend yield comparison.
| Year | JCPB | IQLT |
|---|---|---|
| 2026 | 2.43% | 1.50% |
| 2025 | 4.90% | 2.33% |
| 2024 | 5.16% | 2.87% |
| 2023 | 4.32% | 2.27% |
| 2022 | 3.01% | 3.14% |
| 2021 | 2.19% | 2.24% |
| 2020 | 2.97% | 1.61% |
| 2019 | 3.01% | 2.28% |
| 2018 | 0.00% | 2.72% |
| 2017 | 0.00% | 2.36% |
| 2016 | 0.00% | 2.91% |
| 2015 | 0.00% | 2.78% |
Select Stocks to Compare
Popular: JCPB vs SPYIQLT vs SPY
More Comparisons
Compare with similar stocks