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JPLD vs GVI

Comparison between JPMORGAN LIMITED DURATION BOND ETF (JPLD, ETF) and ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF (GVI, ETF).

JPLD vs GVI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JPLD
$3.80B
GVI
$3.80B
Expense Ratio
JPLD
0.24%
Winner
GVI
0.20%
Max Drawdown
Winner
JPLD
1.59%
GVI
15.45%
Sharpe Ratio
Winner
JPLD
0.52
GVI
-0.16
5Y Beta
Winner
JPLD
-0.00
GVI
0.01
5Y Dividends CAGR
JPLD
N/A
GVI
14.61%

JPLD vs GVI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JPLD
+0.07%
GVI
-0.30%
3M
Winner
JPLD
+0.16%
GVI
-0.78%
6M
Winner
JPLD
+1.35%
GVI
+0.08%
1Y
Winner
JPLD
+4.53%
GVI
+3.49%
5Y(CAGR)
JPLD
N/A
GVI
+0.93%
10Y(CAGR)
JPLD
N/A
GVI
+1.78%
Max(CAGR)
Winner
JPLD
+5.89%
GVI
+2.86%

JPLD vs GVI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearJPLDGVI
2026+1.03%-0.19%
2025+6.01%+6.67%
2024+6.58%+3.20%
2023+3.23%+4.97%
2022N/A-8.04%
2021N/A-1.86%
2020N/A+6.17%
2019N/A+6.42%
2018N/A+0.87%
2017N/A+1.83%
2016N/A+1.83%
2015N/A+0.52%
2014N/A+2.75%
2013N/A-0.81%
2012N/A+3.65%
2011N/A+6.01%
2010N/A+5.16%
2009N/A+2.78%
2008N/A+7.86%
2007N/A+7.61%

JPLD vs GVI Drawdown Comparison

The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.

The maximum drawdown for GVI was -12.93%, occurring on Oct 20, 2022. Recovery took 976 trading sessions.

The current JPLD drawdown is -0.18%. The current GVI drawdown is -1.39%.

RankJPLDGVI
#1-1.17%
Apr 4, 2025 - Apr 30, 2025
-12.93%
Aug 2, 2021 - Jun 23, 2025
#2-1.00%
Feb 27, 2026 - May 29, 2026
-7.54%
Sep 9, 2008 - Dec 1, 2008
#3-0.71%
Sep 27, 2024 - Nov 29, 2024
-5.96%
Mar 9, 2020 - May 19, 2020
#4-0.58%
Sep 22, 2023 - Oct 26, 2023
-3.57%
May 1, 2013 - May 20, 2014
#5-0.55%
Aug 9, 2023 - Aug 29, 2023
-3.53%
Jan 14, 2009 - Jul 31, 2009
#6-0.53%
Mar 27, 2024 - May 2, 2024
-3.39%
Oct 11, 2010 - May 27, 2011
#7-0.43%
Dec 6, 2024 - Jan 15, 2025
-3.30%
Jul 8, 2016 - Aug 29, 2017
#8-0.41%
May 7, 2024 - May 9, 2024
-2.99%
Sep 7, 2017 - Jan 3, 2019
#9-0.41%
Feb 1, 2024 - Mar 1, 2024
-2.54%
Apr 11, 2008 - Sep 3, 2008
#10-0.40%
Nov 8, 2023 - Nov 14, 2023
-2.17%
Dec 31, 2020 - Aug 2, 2021
#11-0.38%
Apr 30, 2025 - May 29, 2025
-1.79%
Feb 27, 2026 - Mar 26, 2026
#12-0.31%
Aug 13, 2025 - Aug 20, 2025
-1.78%
Jan 30, 2015 - Oct 2, 2015
#13-0.29%
Mar 11, 2024 - Mar 21, 2024
-1.69%
Dec 30, 2008 - Jan 14, 2009
#14-0.29%
Aug 31, 2023 - Sep 13, 2023
-1.69%
Sep 21, 2011 - Nov 1, 2011
#15-0.28%
Jan 12, 2024 - Jan 29, 2024
-1.68%
May 8, 2007 - Jul 26, 2007

Correlation

Correlation between JPLD and GVI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2007 - 2026)

JPLD vs GVI dividend yield comparison.

YearJPLDGVI
20261.73%1.54%
20254.25%3.48%
20244.47%3.40%
20231.83%2.75%
20220.00%1.86%
20210.00%1.46%
20200.00%1.84%
20190.00%2.29%
20180.00%2.16%
20170.00%1.91%
20160.00%1.77%
20150.00%1.75%
20140.00%1.72%
20130.00%1.77%
20120.00%2.13%
20110.00%2.63%
20100.00%2.86%
20090.00%3.32%
20080.00%4.02%
20070.00%4.42%

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