JPLD vs DON
Comparison between JPMorgan Ltd Duration Bond ETF (JPLD, ETF) and WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON, ETF).
JPLD vs DON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPLD
$3.80B
Winner
DON
$3.90B
Expense Ratio
Winner
JPLD
0.24%
DON
0.38%
Max Drawdown
Winner
JPLD
1.59%
DON
64.40%
Sharpe Ratio
Winner
JPLD
0.90
DON
0.89
5Y Beta
Winner
JPLD
-0.00
DON
0.79
P/E Ratio
JPLD
N/A
DON
19.32
Forward P/E
JPLD
N/A
DON
14.19
PEG Ratio
JPLD
N/A
DON
0.16
5Y Dividends CAGR
JPLD
N/A
DON
9.57%
5Y EPS CAGR
JPLD
N/A
DON
12.02%
Debt to Equity
JPLD
N/A
DON
-15.72%
P/S Ratio
JPLD
N/A
DON
1.60
P/B Ratio
JPLD
N/A
DON
2.28
JPLD vs DON - Historical Returns
Returns include dividend reinvestment.
1M
JPLD
+0.34%
Winner
DON
+0.83%
3M
Winner
JPLD
+0.21%
DON
-0.85%
6M
JPLD
+1.59%
Winner
DON
+8.06%
1Y
JPLD
+5.33%
Winner
DON
+12.77%
5Y(CAGR)
JPLD
N/A
DON
+8.33%
10Y(CAGR)
JPLD
N/A
DON
+9.38%
Max(CAGR)
JPLD
+6.03%
Winner
DON
+9.14%
JPLD vs DON - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JPLD | DON |
|---|---|---|
| 2026 | +1.04% | +5.90% |
| 2025 | +6.01% | +4.48% |
| 2024 | +6.58% | +14.03% |
| 2023 | +3.23% | +14.73% |
| 2022 | N/A | -5.08% |
| 2021 | N/A | +31.98% |
| 2020 | N/A | -5.03% |
| 2019 | N/A | +23.20% |
| 2018 | N/A | -8.81% |
| 2017 | N/A | +14.00% |
| 2016 | N/A | +21.44% |
| 2015 | N/A | -1.13% |
| 2014 | N/A | +16.41% |
| 2013 | N/A | +30.22% |
| 2012 | N/A | +13.46% |
| 2011 | N/A | +3.86% |
| 2010 | N/A | +20.77% |
| 2009 | N/A | +30.04% |
| 2008 | N/A | -31.38% |
| 2007 | N/A | -6.02% |
| 2006 | N/A | +14.77% |
JPLD vs DON Drawdown Comparison
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The maximum drawdown for DON was -61.90%, occurring on Mar 9, 2009. Recovery took 964 trading sessions.
The current JPLD drawdown is -0.13%. The current DON drawdown is -2.22%.
| Rank | JPLD | DON |
|---|---|---|
| #1 | -1.17% Apr 4, 2025 - Apr 30, 2025 | -61.90% Jun 4, 2007 - Mar 30, 2011 |
| #2 | -1.00% Feb 27, 2026 - Mar 26, 2026 | -46.79% Jan 16, 2020 - Feb 8, 2021 |
| #3 | -0.71% Sep 27, 2024 - Nov 29, 2024 | -21.46% Nov 25, 2024 - Jan 15, 2026 |
| #4 | -0.58% Sep 22, 2023 - Oct 26, 2023 | -21.10% Jul 7, 2011 - Feb 3, 2012 |
| #5 | -0.55% Aug 9, 2023 - Aug 29, 2023 | -19.20% Aug 29, 2018 - Jul 24, 2019 |
| #6 | -0.53% Mar 27, 2024 - May 2, 2024 | -15.72% Apr 20, 2022 - Jan 31, 2023 |
| #7 | -0.43% Dec 6, 2024 - Jan 15, 2025 | -13.97% Feb 2, 2023 - Dec 13, 2023 |
| #8 | -0.41% May 7, 2024 - May 9, 2024 | -13.58% Apr 6, 2015 - Mar 17, 2016 |
| #9 | -0.41% Feb 1, 2024 - Mar 1, 2024 | -9.16% Jan 26, 2018 - Jun 12, 2018 |
| #10 | -0.40% Nov 8, 2023 - Nov 14, 2023 | -9.09% May 1, 2012 - Aug 16, 2012 |
| #11 | -0.38% Apr 30, 2025 - May 29, 2025 | -9.05% Feb 11, 2026 - Mar 20, 2026 |
| #12 | -0.31% Aug 13, 2025 - Aug 20, 2025 | -8.56% Sep 5, 2014 - Nov 3, 2014 |
| #13 | -0.29% Mar 11, 2024 - Mar 21, 2024 | -8.10% May 21, 2013 - Jul 18, 2013 |
| #14 | -0.29% Aug 31, 2023 - Sep 13, 2023 | -7.98% Jun 8, 2021 - Oct 15, 2021 |
| #15 | -0.28% Jan 12, 2024 - Jan 29, 2024 | -7.90% Jul 30, 2019 - Oct 22, 2019 |
Correlation
Correlation between JPLD and DON is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2026)
JPLD vs DON dividend yield comparison.
| Year | JPLD | DON |
|---|---|---|
| 2026 | 1.37% | 0.58% |
| 2025 | 4.25% | 2.53% |
| 2024 | 4.47% | 2.27% |
| 2023 | 1.83% | 2.41% |
| 2022 | 0.00% | 2.71% |
| 2021 | 0.00% | 2.12% |
| 2020 | 0.00% | 2.77% |
| 2019 | 0.00% | 2.38% |
| 2018 | 0.00% | 2.55% |
| 2017 | 0.00% | 2.25% |
| 2016 | 0.00% | 2.48% |
| 2015 | 0.00% | 2.89% |
| 2014 | 0.00% | 2.56% |
| 2013 | 0.00% | 2.28% |
| 2012 | 0.00% | 3.62% |
| 2011 | 0.00% | 2.43% |
| 2010 | 0.00% | 2.83% |
| 2009 | 0.00% | 2.72% |
| 2008 | 0.00% | 5.61% |
| 2007 | 0.00% | 3.03% |
| 2006 | 0.00% | 1.30% |
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