JPLD vs ARTY
Comparison between JPMORGAN LIMITED DURATION BOND ETF (JPLD, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).
JPLD vs ARTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPLD
$3.90B
ARTY
$3.90B
Expense Ratio
Winner
JPLD
0.24%
ARTY
0.47%
Max Drawdown
Winner
JPLD
1.62%
ARTY
55.76%
Sharpe Ratio
JPLD
0.25
Winner
ARTY
1.58
5Y Beta
Winner
JPLD
0.00
ARTY
1.65
P/E Ratio
JPLD
N/A
ARTY
52.50
Forward P/E
JPLD
N/A
ARTY
23.11
PEG Ratio
JPLD
N/A
ARTY
0.23
5Y Dividends CAGR
JPLD
N/A
ARTY
-31.91%
Debt to Equity
JPLD
N/A
ARTY
70.72%
P/S Ratio
JPLD
N/A
ARTY
5.66
P/B Ratio
JPLD
N/A
ARTY
9.41
JPLD vs ARTY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPLD
+0.19%
ARTY
-11.12%
3M
JPLD
+0.69%
Winner
ARTY
+21.33%
6M
JPLD
+1.42%
Winner
ARTY
+34.97%
1Y
JPLD
+4.43%
Winner
ARTY
+64.89%
5Y(CAGR)
JPLD
N/A
ARTY
+10.63%
10Y(CAGR)
JPLD
N/A
ARTY
+15.09%
Max(CAGR)
JPLD
+5.82%
Winner
ARTY
+15.09%
JPLD vs ARTY - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | JPLD | ARTY |
|---|---|---|
| 2026 | +1.49% | +38.67% |
| 2025 | +6.01% | +29.45% |
| 2024 | +6.58% | +10.75% |
| 2023 | +3.23% | +35.02% |
| 2022 | N/A | -38.41% |
| 2021 | N/A | +6.59% |
| 2020 | N/A | +45.71% |
| 2019 | N/A | +33.74% |
| 2018 | N/A | -14.31% |
JPLD vs ARTY Drawdown Comparison
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The current JPLD drawdown is -0.03%. The current ARTY drawdown is -14.79%.
| Rank | JPLD | ARTY |
|---|---|---|
| #1 | -1.17% Apr 4, 2025 - Apr 30, 2025 | -54.49% Feb 16, 2021 - Oct 8, 2025 |
| #2 | -1.00% Feb 27, 2026 - May 29, 2026 | -32.23% Feb 12, 2020 - Jun 5, 2020 |
| #3 | -0.71% Sep 27, 2024 - Nov 29, 2024 | -24.26% Sep 26, 2018 - Apr 3, 2019 |
| #4 | -0.58% Sep 22, 2023 - Oct 26, 2023 | -18.81% Jan 28, 2026 - Apr 14, 2026 |
| #5 | -0.55% Aug 9, 2023 - Aug 29, 2023 | -15.07% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -0.53% Mar 27, 2024 - May 2, 2024 | -14.10% Oct 29, 2025 - Jan 16, 2026 |
| #7 | -0.43% Dec 6, 2024 - Jan 15, 2025 | -13.00% Apr 23, 2019 - Nov 5, 2019 |
| #8 | -0.41% May 7, 2024 - May 9, 2024 | -8.95% Sep 2, 2020 - Nov 4, 2020 |
| #9 | -0.41% Feb 1, 2024 - Mar 1, 2024 | -7.96% May 11, 2026 - May 26, 2026 |
| #10 | -0.40% Nov 8, 2023 - Nov 14, 2023 | -6.09% Jan 17, 2020 - Feb 12, 2020 |
| #11 | -0.38% Apr 30, 2025 - May 29, 2025 | -5.05% Jun 8, 2020 - Jun 17, 2020 |
| #12 | -0.37% Jun 16, 2026 - Jun 25, 2026 | -4.78% Oct 9, 2025 - Oct 27, 2025 |
| #13 | -0.31% Aug 13, 2025 - Aug 20, 2025 | -4.58% Jul 25, 2018 - Aug 24, 2018 |
| #14 | -0.29% Mar 11, 2024 - Mar 21, 2024 | -3.62% Apr 24, 2026 - May 1, 2026 |
| #15 | -0.29% Aug 31, 2023 - Sep 13, 2023 | -3.51% Jan 26, 2021 - Feb 2, 2021 |
Correlation
Correlation between JPLD and ARTY is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2018 - 2026)
JPLD vs ARTY dividend yield comparison.
| Year | JPLD | ARTY |
|---|---|---|
| 2026 | 2.08% | 0.06% |
| 2025 | 4.25% | 0.00% |
| 2024 | 4.47% | 0.50% |
| 2023 | 1.83% | 0.88% |
| 2022 | 0.00% | 0.75% |
| 2021 | 0.00% | 2.41% |
| 2020 | 0.00% | 0.53% |
| 2019 | 0.00% | 0.69% |
| 2018 | 0.00% | 0.34% |
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