JPLD vs PZA
Comparison between JPMorgan Ltd Duration Bond ETF (JPLD, ETF) and INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF (PZA, ETF).
JPLD vs PZA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPLD
$3.80B
Winner
PZA
$3.90B
Expense Ratio
Winner
JPLD
0.24%
PZA
0.28%
Max Drawdown
Winner
JPLD
1.59%
PZA
27.00%
Sharpe Ratio
Winner
JPLD
1.04
PZA
0.66
5Y Beta
Winner
JPLD
-0.00
PZA
0.04
5Y Dividends CAGR
JPLD
N/A
PZA
5.46%
JPLD vs PZA - Historical Returns
Returns include dividend reinvestment.
1M
JPLD
+0.48%
Winner
PZA
+0.70%
3M
JPLD
+0.33%
Winner
PZA
+0.69%
6M
JPLD
+1.75%
Winner
PZA
+2.02%
1Y
JPLD
+5.35%
Winner
PZA
+6.73%
5Y(CAGR)
JPLD
N/A
PZA
+0.03%
10Y(CAGR)
JPLD
N/A
PZA
+1.88%
Max(CAGR)
Winner
JPLD
+6.09%
PZA
+3.22%
JPLD vs PZA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | JPLD | PZA |
|---|---|---|
| 2026 | +1.12% | +1.58% |
| 2025 | +6.01% | +1.38% |
| 2024 | +6.58% | +0.81% |
| 2023 | +3.23% | +7.75% |
| 2022 | N/A | -13.00% |
| 2021 | N/A | +2.26% |
| 2020 | N/A | +4.91% |
| 2019 | N/A | +8.48% |
| 2018 | N/A | +0.07% |
| 2017 | N/A | +6.78% |
| 2016 | N/A | +0.62% |
| 2015 | N/A | +3.65% |
| 2014 | N/A | +15.05% |
| 2013 | N/A | -6.96% |
| 2012 | N/A | +9.84% |
| 2011 | N/A | +13.58% |
| 2010 | N/A | -0.41% |
| 2009 | N/A | +17.92% |
| 2008 | N/A | -12.12% |
| 2007 | N/A | +0.75% |
JPLD vs PZA Drawdown Comparison
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The maximum drawdown for PZA was -24.48%, occurring on Oct 15, 2008. Recovery took 416 trading sessions.
The current JPLD drawdown is -0.05%. The current PZA drawdown is -1.70%.
| Rank | JPLD | PZA |
|---|---|---|
| #1 | -1.17% Apr 4, 2025 - Apr 30, 2025 | -24.48% Jan 17, 2008 - Sep 11, 2009 |
| #2 | -1.00% Feb 27, 2026 - Mar 26, 2026 | -21.69% Mar 9, 2020 - Dec 7, 2020 |
| #3 | -0.71% Sep 27, 2024 - Nov 29, 2024 | -18.55% Jul 19, 2021 - Oct 25, 2022 |
| #4 | -0.58% Sep 22, 2023 - Oct 26, 2023 | -12.46% Nov 30, 2012 - Jul 14, 2014 |
| #5 | -0.55% Aug 9, 2023 - Aug 29, 2023 | -11.77% May 10, 2010 - Aug 3, 2011 |
| #6 | -0.53% Mar 27, 2024 - May 2, 2024 | -7.07% Jul 8, 2016 - Aug 29, 2017 |
| #7 | -0.43% Dec 6, 2024 - Jan 15, 2025 | -4.07% Oct 1, 2009 - Apr 27, 2010 |
| #8 | -0.41% May 7, 2024 - May 9, 2024 | -3.43% Feb 2, 2015 - Nov 19, 2015 |
| #9 | -0.41% Feb 1, 2024 - Mar 1, 2024 | -3.00% Dec 29, 2017 - Jan 2, 2019 |
| #10 | -0.40% Nov 8, 2023 - Nov 14, 2023 | -2.99% Oct 24, 2007 - Jan 2, 2008 |
| #11 | -0.38% Apr 30, 2025 - May 29, 2025 | -2.80% Feb 10, 2021 - May 28, 2021 |
| #12 | -0.31% Aug 13, 2025 - Aug 20, 2025 | -2.29% Sep 22, 2011 - Dec 14, 2011 |
| #13 | -0.29% Mar 11, 2024 - Mar 21, 2024 | -1.72% Sep 3, 2019 - Jan 6, 2020 |
| #14 | -0.29% Aug 31, 2023 - Sep 13, 2023 | -1.72% Oct 15, 2014 - Dec 12, 2014 |
| #15 | -0.28% Jan 12, 2024 - Jan 29, 2024 | -1.58% Feb 2, 2012 - Apr 13, 2012 |
Correlation
Correlation between JPLD and PZA is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2007 - 2026)
JPLD vs PZA dividend yield comparison.
| Year | JPLD | PZA |
|---|---|---|
| 2026 | 1.37% | 1.22% |
| 2025 | 4.25% | 3.55% |
| 2024 | 4.47% | 3.22% |
| 2023 | 1.83% | 2.91% |
| 2022 | 0.00% | 2.68% |
| 2021 | 0.00% | 2.34% |
| 2020 | 0.00% | 2.44% |
| 2019 | 0.00% | 2.81% |
| 2018 | 0.00% | 3.19% |
| 2017 | 0.00% | 3.04% |
| 2016 | 0.00% | 3.23% |
| 2015 | 0.00% | 3.59% |
| 2014 | 0.00% | 3.96% |
| 2013 | 0.00% | 4.27% |
| 2012 | 0.00% | 4.11% |
| 2011 | 0.00% | 4.48% |
| 2010 | 0.00% | 4.90% |
| 2009 | 0.00% | 4.68% |
| 2008 | 0.00% | 5.07% |
| 2007 | 0.00% | 0.93% |
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