JPLD vs IMCG
Comparison between JPMORGAN LIMITED DURATION BOND ETF (JPLD, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).
JPLD vs IMCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPLD
$4B
IMCG
$4B
Expense Ratio
JPLD
0.24%
Winner
IMCG
0.06%
Max Drawdown
Winner
JPLD
1.63%
IMCG
59.05%
Sharpe Ratio
JPLD
0.03
Winner
IMCG
1.09
5Y Beta
Winner
JPLD
0.00
IMCG
1.03
P/E Ratio
JPLD
N/A
IMCG
37.42
Forward P/E
JPLD
N/A
IMCG
26.52
PEG Ratio
JPLD
N/A
IMCG
0.20
5Y Dividends CAGR
JPLD
N/A
IMCG
40.88%
5Y EPS CAGR
JPLD
N/A
IMCG
14.72%
Debt to Equity
JPLD
N/A
IMCG
86.39%
P/S Ratio
JPLD
N/A
IMCG
3.04
P/B Ratio
JPLD
N/A
IMCG
6.27
JPLD vs IMCG - Historical Returns
Returns include dividend reinvestment.
1M
JPLD
+0.38%
Winner
IMCG
+2.27%
3M
JPLD
+0.76%
Winner
IMCG
+10.63%
6M
JPLD
+1.02%
Winner
IMCG
+20.10%
1Y
JPLD
+3.86%
Winner
IMCG
+23.69%
5Y(CAGR)
JPLD
N/A
IMCG
+7.77%
10Y(CAGR)
JPLD
N/A
IMCG
+14.49%
Max(CAGR)
JPLD
+5.81%
Winner
IMCG
+11.57%
JPLD vs IMCG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | JPLD | IMCG |
|---|---|---|
| 2026 | +1.81% | +23.12% |
| 2025 | +6.01% | +6.65% |
| 2024 | +6.58% | +19.72% |
| 2023 | +3.23% | +21.48% |
| 2022 | N/A | -25.08% |
| 2021 | N/A | +17.12% |
| 2020 | N/A | +44.03% |
| 2019 | N/A | +36.82% |
| 2018 | N/A | -4.35% |
| 2017 | N/A | +24.87% |
| 2016 | N/A | +8.75% |
| 2015 | N/A | +0.29% |
| 2014 | N/A | +11.58% |
| 2013 | N/A | +30.83% |
| 2012 | N/A | +14.19% |
| 2011 | N/A | -3.74% |
| 2010 | N/A | +25.95% |
| 2009 | N/A | +36.47% |
| 2008 | N/A | -45.99% |
| 2007 | N/A | +20.06% |
| 2006 | N/A | +7.72% |
| 2005 | N/A | +18.32% |
| 2004 | N/A | +14.09% |
JPLD vs IMCG Drawdown Comparison
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The current JPLD drawdown is -0.04%.
| Rank | JPLD | IMCG |
|---|---|---|
| #1 | -1.17% Apr 4, 2025 - Apr 30, 2025 | -58.96% Oct 31, 2007 - Feb 11, 2011 |
| #2 | -1.00% Feb 27, 2026 - May 29, 2026 | -35.08% Nov 16, 2021 - Oct 14, 2024 |
| #3 | -0.71% Sep 27, 2024 - Nov 29, 2024 | -34.05% Feb 19, 2020 - Jun 1, 2020 |
| #4 | -0.58% Sep 22, 2023 - Oct 26, 2023 | -25.77% Jul 7, 2011 - Jan 4, 2013 |
| #5 | -0.55% Aug 9, 2023 - Aug 29, 2023 | -24.44% Apr 23, 2015 - Jan 25, 2017 |
| #6 | -0.53% Mar 27, 2024 - May 2, 2024 | -23.65% Sep 4, 2018 - Mar 21, 2019 |
| #7 | -0.43% Dec 6, 2024 - Jan 15, 2025 | -21.91% Dec 6, 2024 - Jul 3, 2025 |
| #8 | -0.41% May 7, 2024 - May 9, 2024 | -16.52% May 9, 2006 - Jan 31, 2007 |
| #9 | -0.41% Feb 1, 2024 - Mar 1, 2024 | -14.23% Feb 12, 2021 - Jul 9, 2021 |
| #10 | -0.40% Nov 8, 2023 - Nov 14, 2023 | -11.79% Jul 2, 2004 - Oct 1, 2004 |
| #11 | -0.38% Apr 30, 2025 - May 29, 2025 | -10.54% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -0.37% Jun 16, 2026 - Jun 25, 2026 | -10.17% Feb 26, 2026 - Apr 13, 2026 |
| #13 | -0.31% Aug 13, 2025 - Aug 20, 2025 | -9.88% Sep 3, 2014 - Nov 3, 2014 |
| #14 | -0.29% Mar 11, 2024 - Mar 21, 2024 | -9.26% Jan 26, 2018 - Mar 9, 2018 |
| #15 | -0.29% Aug 31, 2023 - Sep 13, 2023 | -9.20% Sep 2, 2020 - Oct 8, 2020 |
Correlation
Correlation between JPLD and IMCG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2004 - 2026)
JPLD vs IMCG dividend yield comparison.
| Year | JPLD | IMCG |
|---|---|---|
| 2026 | 2.45% | 0.23% |
| 2025 | 4.25% | 0.78% |
| 2024 | 4.47% | 0.78% |
| 2023 | 1.83% | 0.85% |
| 2022 | 0.00% | 0.91% |
| 2021 | 0.00% | 0.41% |
| 2020 | 0.00% | 0.09% |
| 2019 | 0.00% | 0.30% |
| 2018 | 0.00% | 0.35% |
| 2017 | 0.00% | 0.45% |
| 2016 | 0.00% | 0.52% |
| 2015 | 0.00% | 0.38% |
| 2014 | 0.00% | 0.60% |
| 2013 | 0.00% | 0.37% |
| 2012 | 0.00% | 0.80% |
| 2011 | 0.00% | 0.25% |
| 2010 | 0.00% | 0.33% |
| 2009 | 0.00% | 0.28% |
| 2008 | 0.00% | 0.45% |
| 2007 | 0.00% | 0.24% |
| 2006 | 0.00% | 0.46% |
| 2005 | 0.00% | 0.12% |
| 2004 | 0.00% | 0.01% |
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