JPLD vs IMTM
Comparison between JPMORGAN LIMITED DURATION BOND ETF (JPLD, ETF) and ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM, ETF).
JPLD vs IMTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPLD
$3.80B
Winner
IMTM
$3.90B
Expense Ratio
Winner
JPLD
0.24%
IMTM
0.30%
Max Drawdown
Winner
JPLD
1.59%
IMTM
34.72%
Sharpe Ratio
JPLD
0.52
Winner
IMTM
0.92
5Y Beta
Winner
JPLD
-0.00
IMTM
0.83
5Y Dividends CAGR
JPLD
N/A
IMTM
37.85%
JPLD vs IMTM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPLD
+0.07%
IMTM
-0.02%
3M
JPLD
+0.16%
Winner
IMTM
+4.70%
6M
JPLD
+1.35%
Winner
IMTM
+10.20%
1Y
JPLD
+4.53%
Winner
IMTM
+19.43%
5Y(CAGR)
JPLD
N/A
IMTM
+8.38%
10Y(CAGR)
JPLD
N/A
IMTM
+9.52%
Max(CAGR)
JPLD
+5.89%
Winner
IMTM
+8.66%
JPLD vs IMTM - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | JPLD | IMTM |
|---|---|---|
| 2026 | +1.03% | +6.20% |
| 2025 | +6.01% | +34.88% |
| 2024 | +6.58% | +13.55% |
| 2023 | +3.23% | +14.13% |
| 2022 | N/A | -16.98% |
| 2021 | N/A | +2.45% |
| 2020 | N/A | +21.34% |
| 2019 | N/A | +24.70% |
| 2018 | N/A | -14.94% |
| 2017 | N/A | +25.17% |
| 2016 | N/A | +2.90% |
| 2015 | N/A | -2.08% |
JPLD vs IMTM Drawdown Comparison
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The maximum drawdown for IMTM was -32.60%, occurring on Sep 27, 2022. Recovery took 583 trading sessions.
The current JPLD drawdown is -0.18%. The current IMTM drawdown is -3.58%.
| Rank | JPLD | IMTM |
|---|---|---|
| #1 | -1.17% Apr 4, 2025 - Apr 30, 2025 | -32.60% Nov 8, 2021 - Mar 6, 2024 |
| #2 | -1.00% Feb 27, 2026 - May 29, 2026 | -29.79% Feb 19, 2020 - Jul 10, 2020 |
| #3 | -0.71% Sep 27, 2024 - Nov 29, 2024 | -23.03% Jan 26, 2018 - Jan 14, 2020 |
| #4 | -0.58% Sep 22, 2023 - Oct 26, 2023 | -19.90% May 21, 2015 - Apr 25, 2017 |
| #5 | -0.55% Aug 9, 2023 - Aug 29, 2023 | -12.85% Feb 25, 2026 - May 13, 2026 |
| #6 | -0.53% Mar 27, 2024 - May 2, 2024 | -12.41% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -0.43% Dec 6, 2024 - Jan 15, 2025 | -12.00% Jul 16, 2024 - Sep 26, 2024 |
| #8 | -0.41% May 7, 2024 - May 9, 2024 | -10.56% Feb 16, 2021 - Jun 1, 2021 |
| #9 | -0.41% Feb 1, 2024 - Mar 1, 2024 | -8.53% Sep 26, 2024 - Feb 13, 2025 |
| #10 | -0.40% Nov 8, 2023 - Nov 14, 2023 | -6.81% Jun 7, 2021 - Aug 10, 2021 |
| #11 | -0.38% Apr 30, 2025 - May 29, 2025 | -6.70% Sep 7, 2021 - Nov 3, 2021 |
| #12 | -0.31% Aug 13, 2025 - Aug 20, 2025 | -6.70% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -0.29% Mar 11, 2024 - Mar 21, 2024 | -5.46% Mar 27, 2024 - May 28, 2024 |
| #14 | -0.29% Aug 31, 2023 - Sep 13, 2023 | -5.37% Nov 12, 2025 - Dec 10, 2025 |
| #15 | -0.28% Jan 12, 2024 - Jan 29, 2024 | -4.74% Sep 2, 2020 - Oct 9, 2020 |
Correlation
Correlation between JPLD and IMTM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2015 - 2026)
JPLD vs IMTM dividend yield comparison.
| Year | JPLD | IMTM |
|---|---|---|
| 2026 | 1.73% | 0.00% |
| 2025 | 4.25% | 4.70% |
| 2024 | 4.47% | 2.93% |
| 2023 | 1.83% | 2.29% |
| 2022 | 0.00% | 2.68% |
| 2021 | 0.00% | 2.51% |
| 2020 | 0.00% | 0.97% |
| 2019 | 0.00% | 2.13% |
| 2018 | 0.00% | 2.36% |
| 2017 | 0.00% | 1.92% |
| 2016 | 0.00% | 2.75% |
| 2015 | 0.00% | 1.56% |
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