JPLD vs IWX
Comparison between JPMORGAN LIMITED DURATION BOND ETF (JPLD, ETF) and ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF).
JPLD vs IWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPLD
$4B
IWX
$4B
Expense Ratio
JPLD
0.24%
Winner
IWX
0.20%
Max Drawdown
Winner
JPLD
1.63%
IWX
35.76%
Sharpe Ratio
JPLD
0.03
Winner
IWX
2.61
5Y Beta
Winner
JPLD
0.00
IWX
0.68
P/E Ratio
JPLD
N/A
IWX
22.23
Forward P/E
JPLD
N/A
IWX
19.76
PEG Ratio
JPLD
N/A
IWX
0.41
5Y Dividends CAGR
JPLD
N/A
IWX
5.22%
5Y EPS CAGR
JPLD
N/A
IWX
14.39%
Debt to Equity
JPLD
N/A
IWX
-3.17%
P/S Ratio
JPLD
N/A
IWX
2.96
P/B Ratio
JPLD
N/A
IWX
3.95
JPLD vs IWX - Historical Returns
Returns include dividend reinvestment.
1M
JPLD
+0.38%
Winner
IWX
+4.17%
3M
JPLD
+0.76%
Winner
IWX
+12.10%
6M
JPLD
+1.02%
Winner
IWX
+16.22%
1Y
JPLD
+3.86%
Winner
IWX
+36.34%
5Y(CAGR)
JPLD
N/A
IWX
+12.93%
10Y(CAGR)
JPLD
N/A
IWX
+12.18%
Max(CAGR)
JPLD
+5.81%
Winner
IWX
+11.84%
JPLD vs IWX - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | JPLD | IWX |
|---|---|---|
| 2026 | +1.81% | +22.62% |
| 2025 | +6.01% | +18.35% |
| 2024 | +6.58% | +14.15% |
| 2023 | +3.23% | +10.40% |
| 2022 | N/A | -5.80% |
| 2021 | N/A | +24.62% |
| 2020 | N/A | +0.74% |
| 2019 | N/A | +25.79% |
| 2018 | N/A | -6.69% |
| 2017 | N/A | +13.11% |
| 2016 | N/A | +17.63% |
| 2015 | N/A | -3.41% |
| 2014 | N/A | +14.05% |
| 2013 | N/A | +28.53% |
| 2012 | N/A | +14.33% |
| 2011 | N/A | +0.04% |
| 2010 | N/A | +10.63% |
| 2009 | N/A | +3.66% |
JPLD vs IWX Drawdown Comparison
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The current JPLD drawdown is -0.04%.
| Rank | JPLD | IWX |
|---|---|---|
| #1 | -1.17% Apr 4, 2025 - Apr 30, 2025 | -35.76% Feb 12, 2020 - Dec 31, 2020 |
| #2 | -1.00% Feb 27, 2026 - May 29, 2026 | -20.53% May 2, 2011 - Mar 1, 2012 |
| #3 | -0.71% Sep 27, 2024 - Nov 29, 2024 | -18.12% Jan 12, 2022 - Jul 24, 2023 |
| #4 | -0.58% Sep 22, 2023 - Oct 26, 2023 | -17.34% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -0.55% Aug 9, 2023 - Aug 29, 2023 | -16.79% Apr 23, 2010 - Dec 21, 2010 |
| #6 | -0.53% Mar 27, 2024 - May 2, 2024 | -14.98% May 21, 2015 - Jul 8, 2016 |
| #7 | -0.43% Dec 6, 2024 - Jan 15, 2025 | -13.37% Feb 19, 2025 - Jun 30, 2025 |
| #8 | -0.41% May 7, 2024 - May 9, 2024 | -10.01% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -0.41% Feb 1, 2024 - Mar 1, 2024 | -9.92% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -0.40% Nov 8, 2023 - Nov 14, 2023 | -8.53% Jan 11, 2010 - Mar 18, 2010 |
| #11 | -0.38% Apr 30, 2025 - May 29, 2025 | -8.13% Sep 19, 2014 - Nov 6, 2014 |
| #12 | -0.37% Jun 16, 2026 - Jun 25, 2026 | -7.93% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -0.31% Aug 13, 2025 - Aug 20, 2025 | -7.53% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -0.29% Mar 11, 2024 - Mar 21, 2024 | -6.83% Jul 26, 2019 - Sep 13, 2019 |
| #15 | -0.29% Aug 31, 2023 - Sep 13, 2023 | -6.59% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between JPLD and IWX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2009 - 2026)
JPLD vs IWX dividend yield comparison.
| Year | JPLD | IWX |
|---|---|---|
| 2026 | 2.45% | 0.66% |
| 2025 | 4.25% | 1.59% |
| 2024 | 4.47% | 1.97% |
| 2023 | 1.83% | 2.13% |
| 2022 | 0.00% | 2.07% |
| 2021 | 0.00% | 1.79% |
| 2020 | 0.00% | 2.12% |
| 2019 | 0.00% | 2.60% |
| 2018 | 0.00% | 2.66% |
| 2017 | 0.00% | 2.12% |
| 2016 | 0.00% | 2.22% |
| 2015 | 0.00% | 2.77% |
| 2014 | 0.00% | 2.19% |
| 2013 | 0.00% | 1.89% |
| 2012 | 0.00% | 2.71% |
| 2011 | 0.00% | 2.58% |
| 2010 | 0.00% | 1.83% |
| 2009 | 0.00% | 0.56% |
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