JPLD vs IBDS
Comparison between JPMORGAN LIMITED DURATION BOND ETF (JPLD, ETF) and ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF).
JPLD vs IBDS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPLD
$3.80B
IBDS
$3.80B
Expense Ratio
JPLD
0.24%
Winner
IBDS
0.10%
Max Drawdown
Winner
JPLD
1.59%
IBDS
18.21%
Sharpe Ratio
JPLD
0.52
Winner
IBDS
0.70
5Y Beta
Winner
JPLD
-0.00
IBDS
0.02
5Y Dividends CAGR
JPLD
N/A
IBDS
9.58%
JPLD vs IBDS - Historical Returns
Returns include dividend reinvestment.
1M
JPLD
+0.07%
Winner
IBDS
+0.31%
3M
JPLD
+0.16%
Winner
IBDS
+0.74%
6M
JPLD
+1.35%
Winner
IBDS
+1.74%
1Y
JPLD
+4.53%
Winner
IBDS
+4.61%
5Y(CAGR)
JPLD
N/A
IBDS
+1.45%
10Y(CAGR)
JPLD
N/A
IBDS
+3.15%
Max(CAGR)
Winner
JPLD
+5.89%
IBDS
+3.15%
JPLD vs IBDS - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | JPLD | IBDS |
|---|---|---|
| 2026 | +1.03% | +1.23% |
| 2025 | +6.01% | +5.81% |
| 2024 | +6.58% | +4.92% |
| 2023 | +3.23% | +6.19% |
| 2022 | N/A | -9.09% |
| 2021 | N/A | -1.38% |
| 2020 | N/A | +9.00% |
| 2019 | N/A | +15.05% |
| 2018 | N/A | -2.48% |
| 2017 | N/A | +1.14% |
JPLD vs IBDS Drawdown Comparison
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The maximum drawdown for IBDS was -16.75%, occurring on Mar 20, 2020. Recovery took 65 trading sessions.
The current JPLD drawdown is -0.18%. The current IBDS drawdown is -0.02%.
| Rank | JPLD | IBDS |
|---|---|---|
| #1 | -1.17% Apr 4, 2025 - Apr 30, 2025 | -16.75% Mar 5, 2020 - Jun 8, 2020 |
| #2 | -1.00% Feb 27, 2026 - May 29, 2026 | -14.98% Aug 2, 2021 - Feb 28, 2025 |
| #3 | -0.71% Sep 27, 2024 - Nov 29, 2024 | -5.54% Dec 6, 2017 - Feb 19, 2019 |
| #4 | -0.58% Sep 22, 2023 - Oct 26, 2023 | -3.12% Feb 10, 2021 - Aug 2, 2021 |
| #5 | -0.55% Aug 9, 2023 - Aug 29, 2023 | -2.35% Aug 28, 2019 - Oct 4, 2019 |
| #6 | -0.53% Mar 27, 2024 - May 2, 2024 | -1.43% Aug 6, 2020 - Nov 17, 2020 |
| #7 | -0.43% Dec 6, 2024 - Jan 15, 2025 | -1.22% Oct 4, 2019 - Nov 26, 2019 |
| #8 | -0.41% May 7, 2024 - May 9, 2024 | -1.20% Jul 3, 2019 - Aug 1, 2019 |
| #9 | -0.41% Feb 1, 2024 - Mar 1, 2024 | -1.16% Nov 6, 2017 - Dec 5, 2017 |
| #10 | -0.40% Nov 8, 2023 - Nov 14, 2023 | -0.91% Apr 3, 2025 - Apr 28, 2025 |
| #11 | -0.38% Apr 30, 2025 - May 29, 2025 | -0.70% Apr 11, 2019 - Apr 24, 2019 |
| #12 | -0.31% Aug 13, 2025 - Aug 20, 2025 | -0.66% Sep 18, 2017 - Oct 13, 2017 |
| #13 | -0.29% Mar 11, 2024 - Mar 21, 2024 | -0.64% Oct 17, 2017 - Nov 2, 2017 |
| #14 | -0.29% Aug 31, 2023 - Sep 13, 2023 | -0.63% Jun 16, 2020 - Jul 2, 2020 |
| #15 | -0.28% Jan 12, 2024 - Jan 29, 2024 | -0.59% Jun 24, 2019 - Jun 27, 2019 |
Correlation
Correlation between JPLD and IBDS is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2017 - 2026)
JPLD vs IBDS dividend yield comparison.
| Year | JPLD | IBDS |
|---|---|---|
| 2026 | 1.73% | 1.77% |
| 2025 | 4.25% | 4.36% |
| 2024 | 4.47% | 4.37% |
| 2023 | 1.83% | 3.81% |
| 2022 | 0.00% | 2.87% |
| 2021 | 0.00% | 2.19% |
| 2020 | 0.00% | 2.66% |
| 2019 | 0.00% | 3.31% |
| 2018 | 0.00% | 3.66% |
| 2017 | 0.00% | 0.97% |
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