JPLD vs IBDT
Comparison between JPMORGAN LIMITED DURATION BOND ETF (JPLD, ETF) and ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF).
JPLD vs IBDT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPLD
$3.80B
Winner
IBDT
$3.90B
Expense Ratio
JPLD
0.24%
Winner
IBDT
0.10%
Max Drawdown
Winner
JPLD
1.59%
IBDT
21.32%
Sharpe Ratio
Winner
JPLD
0.35
IBDT
0.32
5Y Beta
Winner
JPLD
-0.00
IBDT
0.03
5Y Dividends CAGR
JPLD
N/A
IBDT
8.35%
JPLD vs IBDT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPLD
+0.32%
IBDT
+0.31%
3M
JPLD
+0.56%
Winner
IBDT
+0.89%
6M
Winner
JPLD
+1.31%
IBDT
+1.12%
1Y
Winner
JPLD
+4.19%
IBDT
+4.14%
5Y(CAGR)
JPLD
N/A
IBDT
+1.28%
Max(CAGR)
Winner
JPLD
+5.82%
IBDT
+3.86%
JPLD vs IBDT - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | JPLD | IBDT |
|---|---|---|
| 2026 | +1.12% | +0.82% |
| 2025 | +6.01% | +6.93% |
| 2024 | +6.58% | +4.34% |
| 2023 | +3.23% | +7.32% |
| 2022 | N/A | -11.23% |
| 2021 | N/A | -1.91% |
| 2020 | N/A | +9.66% |
| 2019 | N/A | +15.26% |
| 2018 | N/A | +1.18% |
JPLD vs IBDT Drawdown Comparison
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.
The current JPLD drawdown is -0.28%. The current IBDT drawdown is -0.12%.
| Rank | JPLD | IBDT |
|---|---|---|
| #1 | -1.17% Apr 4, 2025 - Apr 30, 2025 | -17.79% Mar 6, 2020 - Jun 15, 2020 |
| #2 | -1.00% Feb 27, 2026 - May 29, 2026 | -17.69% Aug 2, 2021 - May 29, 2025 |
| #3 | -0.71% Sep 27, 2024 - Nov 29, 2024 | -4.41% Dec 30, 2020 - Aug 2, 2021 |
| #4 | -0.58% Sep 22, 2023 - Oct 26, 2023 | -2.61% Sep 4, 2019 - Dec 3, 2019 |
| #5 | -0.55% Aug 9, 2023 - Aug 29, 2023 | -1.82% Oct 2, 2018 - Dec 28, 2018 |
| #6 | -0.53% Mar 27, 2024 - May 2, 2024 | -1.66% Aug 4, 2020 - Nov 19, 2020 |
| #7 | -0.43% Dec 6, 2024 - Jan 15, 2025 | -1.36% Jul 3, 2019 - Aug 1, 2019 |
| #8 | -0.41% May 7, 2024 - May 9, 2024 | -1.03% Feb 23, 2026 - May 8, 2026 |
| #9 | -0.41% Feb 1, 2024 - Mar 1, 2024 | -1.01% Jan 31, 2019 - Feb 26, 2019 |
| #10 | -0.40% Nov 8, 2023 - Nov 14, 2023 | -0.86% Jun 17, 2020 - Jul 1, 2020 |
| #11 | -0.38% Apr 30, 2025 - May 29, 2025 | -0.78% Mar 27, 2019 - Apr 10, 2019 |
| #12 | -0.37% Jun 16, 2026 - Jun 17, 2026 | -0.69% Apr 10, 2019 - Apr 26, 2019 |
| #13 | -0.31% Aug 13, 2025 - Aug 20, 2025 | -0.67% Nov 30, 2020 - Dec 18, 2020 |
| #14 | -0.29% Mar 11, 2024 - Mar 21, 2024 | -0.61% Dec 3, 2019 - Dec 27, 2019 |
| #15 | -0.29% Aug 31, 2023 - Sep 13, 2023 | -0.53% Feb 26, 2019 - Mar 8, 2019 |
Correlation
Correlation between JPLD and IBDT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2018 - 2026)
JPLD vs IBDT dividend yield comparison.
| Year | JPLD | IBDT |
|---|---|---|
| 2026 | 1.73% | 1.85% |
| 2025 | 4.25% | 4.56% |
| 2024 | 4.47% | 4.67% |
| 2023 | 1.83% | 4.10% |
| 2022 | 0.00% | 3.25% |
| 2021 | 0.00% | 2.45% |
| 2020 | 0.00% | 2.80% |
| 2019 | 0.00% | 3.32% |
| 2018 | 0.00% | 1.47% |
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