JPLD vs PGX
Comparison between JPMorgan Ltd Duration Bond ETF (JPLD, ETF) and INVESCO PREFERRED ETF (PGX, ETF).
JPLD vs PGX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPLD
$3.80B
PGX
$3.80B
Expense Ratio
Winner
JPLD
0.24%
PGX
0.50%
Max Drawdown
Winner
JPLD
1.59%
PGX
69.54%
Sharpe Ratio
Winner
JPLD
1.04
PGX
0.56
5Y Beta
Winner
JPLD
-0.00
PGX
0.22
5Y Dividends CAGR
JPLD
N/A
PGX
-1.72%
JPLD vs PGX - Historical Returns
Returns include dividend reinvestment.
1M
JPLD
+0.48%
Winner
PGX
+1.35%
3M
Winner
JPLD
+0.33%
PGX
+0.10%
6M
Winner
JPLD
+1.75%
PGX
+0.96%
1Y
JPLD
+5.35%
Winner
PGX
+7.50%
5Y(CAGR)
JPLD
N/A
PGX
-0.19%
10Y(CAGR)
JPLD
N/A
PGX
+2.68%
Max(CAGR)
Winner
JPLD
+6.09%
PGX
+3.00%
JPLD vs PGX - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | JPLD | PGX |
|---|---|---|
| 2026 | +1.12% | +0.84% |
| 2025 | +6.01% | +1.97% |
| 2024 | +6.58% | +6.62% |
| 2023 | +3.23% | +7.97% |
| 2022 | N/A | -20.68% |
| 2021 | N/A | +3.97% |
| 2020 | N/A | +6.27% |
| 2019 | N/A | +15.88% |
| 2018 | N/A | -3.22% |
| 2017 | N/A | +9.93% |
| 2016 | N/A | +0.31% |
| 2015 | N/A | +7.55% |
| 2014 | N/A | +15.54% |
| 2013 | N/A | -2.72% |
| 2012 | N/A | +13.74% |
| 2011 | N/A | +3.33% |
| 2010 | N/A | +11.31% |
| 2009 | N/A | +13.85% |
| 2008 | N/A | -33.77% |
JPLD vs PGX Drawdown Comparison
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The maximum drawdown for PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 1134 trading sessions.
The current JPLD drawdown is -0.05%. The current PGX drawdown is -3.54%.
| Rank | JPLD | PGX |
|---|---|---|
| #1 | -1.17% Apr 4, 2025 - Apr 30, 2025 | -66.38% Feb 6, 2008 - Aug 6, 2012 |
| #2 | -1.00% Feb 27, 2026 - Mar 26, 2026 | -34.09% Feb 11, 2020 - Aug 17, 2020 |
| #3 | -0.71% Sep 27, 2024 - Nov 29, 2024 | -24.65% Nov 5, 2021 - Oct 19, 2023 |
| #4 | -0.58% Sep 22, 2023 - Oct 26, 2023 | -9.56% May 8, 2013 - Mar 31, 2014 |
| #5 | -0.55% Aug 9, 2023 - Aug 29, 2023 | -8.05% Aug 31, 2018 - Feb 12, 2019 |
| #6 | -0.53% Mar 27, 2024 - May 2, 2024 | -7.58% Sep 7, 2016 - Apr 3, 2017 |
| #7 | -0.43% Dec 6, 2024 - Jan 15, 2025 | -6.12% Jan 5, 2016 - Mar 24, 2016 |
| #8 | -0.41% May 7, 2024 - May 9, 2024 | -4.23% Dec 8, 2017 - Jul 2, 2018 |
| #9 | -0.41% Feb 1, 2024 - Mar 1, 2024 | -4.12% Dec 31, 2020 - Apr 5, 2021 |
| #10 | -0.40% Nov 8, 2023 - Nov 14, 2023 | -3.13% Aug 14, 2015 - Sep 24, 2015 |
| #11 | -0.38% Apr 30, 2025 - May 29, 2025 | -2.68% Dec 1, 2015 - Dec 28, 2015 |
| #12 | -0.31% Aug 13, 2025 - Aug 20, 2025 | -2.42% Apr 15, 2015 - Jul 17, 2015 |
| #13 | -0.29% Mar 11, 2024 - Mar 21, 2024 | -2.17% Sep 22, 2021 - Nov 4, 2021 |
| #14 | -0.29% Aug 31, 2023 - Sep 13, 2023 | -2.07% Aug 26, 2020 - Oct 5, 2020 |
| #15 | -0.28% Jan 12, 2024 - Jan 29, 2024 | -2.02% Nov 6, 2012 - Jan 3, 2013 |
Correlation
Correlation between JPLD and PGX is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2008 - 2026)
JPLD vs PGX dividend yield comparison.
| Year | JPLD | PGX |
|---|---|---|
| 2026 | 1.37% | 2.09% |
| 2025 | 4.25% | 6.03% |
| 2024 | 4.47% | 5.95% |
| 2023 | 1.83% | 6.42% |
| 2022 | 0.00% | 6.29% |
| 2021 | 0.00% | 4.82% |
| 2020 | 0.00% | 4.89% |
| 2019 | 0.00% | 4.85% |
| 2018 | 0.00% | 6.09% |
| 2017 | 0.00% | 5.66% |
| 2016 | 0.00% | 6.02% |
| 2015 | 0.00% | 5.84% |
| 2014 | 0.00% | 5.97% |
| 2013 | 0.00% | 6.78% |
| 2012 | 0.00% | 6.47% |
| 2011 | 0.00% | 6.77% |
| 2010 | 0.00% | 6.75% |
| 2009 | 0.00% | 8.04% |
| 2008 | 0.00% | 10.00% |
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