JPLD vs IBDU
Comparison between JPMORGAN LIMITED DURATION BOND ETF (JPLD, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).
JPLD vs IBDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPLD
$4B
Winner
IBDU
$4.10B
Expense Ratio
JPLD
0.24%
Winner
IBDU
0.10%
Max Drawdown
Winner
JPLD
1.63%
IBDU
22.93%
Sharpe Ratio
Winner
JPLD
0.03
IBDU
-0.19
5Y Beta
Winner
JPLD
0.00
IBDU
0.05
5Y Dividends CAGR
JPLD
N/A
IBDU
9.63%
JPLD vs IBDU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPLD
+0.38%
IBDU
+0.34%
3M
Winner
JPLD
+0.76%
IBDU
+0.62%
6M
Winner
JPLD
+1.02%
IBDU
+0.60%
1Y
Winner
JPLD
+3.86%
IBDU
+3.43%
5Y(CAGR)
JPLD
N/A
IBDU
+1.02%
Max(CAGR)
Winner
JPLD
+5.81%
IBDU
+2.41%
JPLD vs IBDU - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | JPLD | IBDU |
|---|---|---|
| 2026 | +1.81% | +1.15% |
| 2025 | +6.01% | +7.50% |
| 2024 | +6.58% | +4.07% |
| 2023 | +3.23% | +8.17% |
| 2022 | N/A | -12.44% |
| 2021 | N/A | -1.87% |
| 2020 | N/A | +10.16% |
| 2019 | N/A | +2.23% |
JPLD vs IBDU Drawdown Comparison
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.
The current JPLD drawdown is -0.04%.
| Rank | JPLD | IBDU |
|---|---|---|
| #1 | -1.17% Apr 4, 2025 - Apr 30, 2025 | -19.44% Aug 4, 2021 - Jul 21, 2025 |
| #2 | -1.00% Feb 27, 2026 - May 29, 2026 | -18.22% Mar 5, 2020 - Jun 15, 2020 |
| #3 | -0.71% Sep 27, 2024 - Nov 29, 2024 | -5.23% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -0.58% Sep 22, 2023 - Oct 26, 2023 | -1.79% Aug 6, 2020 - Nov 27, 2020 |
| #5 | -0.55% Aug 9, 2023 - Aug 29, 2023 | -1.65% Oct 4, 2019 - Dec 26, 2019 |
| #6 | -0.53% Mar 27, 2024 - May 2, 2024 | -1.58% Feb 27, 2026 - Aug 5, 2026 |
| #7 | -0.43% Dec 6, 2024 - Jan 15, 2025 | -0.81% Nov 30, 2020 - Dec 24, 2020 |
| #8 | -0.41% May 7, 2024 - May 9, 2024 | -0.78% Sep 24, 2019 - Oct 2, 2019 |
| #9 | -0.41% Feb 1, 2024 - Mar 1, 2024 | -0.67% Jun 16, 2020 - Jul 1, 2020 |
| #10 | -0.40% Nov 8, 2023 - Nov 14, 2023 | -0.55% Feb 3, 2020 - Feb 10, 2020 |
| #11 | -0.38% Apr 30, 2025 - May 29, 2025 | -0.52% Feb 25, 2020 - Feb 28, 2020 |
| #12 | -0.37% Jun 16, 2026 - Jun 25, 2026 | -0.51% Oct 21, 2025 - Nov 24, 2025 |
| #13 | -0.31% Aug 13, 2025 - Aug 20, 2025 | -0.47% Sep 15, 2025 - Oct 1, 2025 |
| #14 | -0.29% Mar 11, 2024 - Mar 21, 2024 | -0.37% Jul 23, 2020 - Jul 29, 2020 |
| #15 | -0.29% Aug 31, 2023 - Sep 13, 2023 | -0.35% Feb 10, 2020 - Feb 18, 2020 |
Correlation
Correlation between JPLD and IBDU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2019 - 2026)
JPLD vs IBDU dividend yield comparison.
| Year | JPLD | IBDU |
|---|---|---|
| 2026 | 2.45% | 2.67% |
| 2025 | 4.25% | 4.67% |
| 2024 | 4.47% | 4.75% |
| 2023 | 1.83% | 4.21% |
| 2022 | 0.00% | 3.34% |
| 2021 | 0.00% | 2.29% |
| 2020 | 0.00% | 2.42% |
| 2019 | 0.00% | 0.74% |
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