JPLD vs SPHD
Comparison between JPMORGAN LIMITED DURATION BOND ETF (JPLD, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
JPLD vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPLD
$4B
SPHD
$4B
Expense Ratio
Winner
JPLD
0.24%
SPHD
0.30%
Max Drawdown
Winner
JPLD
1.63%
SPHD
42.14%
Sharpe Ratio
JPLD
0.03
Winner
SPHD
0.94
5Y Beta
Winner
JPLD
0.00
SPHD
0.36
P/E Ratio
JPLD
N/A
SPHD
19.93
Forward P/E
JPLD
N/A
SPHD
14.52
PEG Ratio
JPLD
N/A
SPHD
0.60
5Y Dividends CAGR
JPLD
N/A
SPHD
6.97%
5Y EPS CAGR
JPLD
N/A
SPHD
5.00%
Debt to Equity
JPLD
N/A
SPHD
-44.60%
P/S Ratio
JPLD
N/A
SPHD
2.13
P/B Ratio
JPLD
N/A
SPHD
1.98
JPLD vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
JPLD
+0.38%
Winner
SPHD
+0.97%
3M
JPLD
+0.76%
Winner
SPHD
+6.93%
6M
JPLD
+1.02%
Winner
SPHD
+4.63%
1Y
JPLD
+3.86%
Winner
SPHD
+14.77%
5Y(CAGR)
JPLD
N/A
SPHD
+8.03%
10Y(CAGR)
JPLD
N/A
SPHD
+7.29%
Max(CAGR)
JPLD
+5.81%
Winner
SPHD
+9.87%
JPLD vs SPHD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | JPLD | SPHD |
|---|---|---|
| 2026 | +1.81% | +12.27% |
| 2025 | +6.01% | +3.29% |
| 2024 | +6.58% | +16.18% |
| 2023 | +3.23% | +0.93% |
| 2022 | N/A | +0.31% |
| 2021 | N/A | +26.77% |
| 2020 | N/A | -8.99% |
| 2019 | N/A | +20.89% |
| 2018 | N/A | -6.32% |
| 2017 | N/A | +10.79% |
| 2016 | N/A | +23.47% |
| 2015 | N/A | +4.85% |
| 2014 | N/A | +21.27% |
| 2013 | N/A | +18.33% |
| 2012 | N/A | -1.73% |
JPLD vs SPHD Drawdown Comparison
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current JPLD drawdown is -0.04%. The current SPHD drawdown is -1.77%.
| Rank | JPLD | SPHD |
|---|---|---|
| #1 | -1.17% Apr 4, 2025 - Apr 30, 2025 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -1.00% Feb 27, 2026 - May 29, 2026 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -0.71% Sep 27, 2024 - Nov 29, 2024 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -0.58% Sep 22, 2023 - Oct 26, 2023 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -0.55% Aug 9, 2023 - Aug 29, 2023 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -0.53% Mar 27, 2024 - May 2, 2024 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -0.43% Dec 6, 2024 - Jan 15, 2025 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -0.41% May 7, 2024 - May 9, 2024 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -0.41% Feb 1, 2024 - Mar 1, 2024 | -7.33% Mar 2, 2026 - Jun 26, 2026 |
| #10 | -0.40% Nov 8, 2023 - Nov 14, 2023 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -0.38% Apr 30, 2025 - May 29, 2025 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -0.37% Jun 16, 2026 - Jun 25, 2026 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -0.31% Aug 13, 2025 - Aug 20, 2025 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -0.29% Mar 11, 2024 - Mar 21, 2024 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -0.29% Aug 31, 2023 - Sep 13, 2023 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between JPLD and SPHD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2012 - 2026)
JPLD vs SPHD dividend yield comparison.
| Year | JPLD | SPHD |
|---|---|---|
| 2026 | 2.45% | 2.78% |
| 2025 | 4.25% | 4.02% |
| 2024 | 4.47% | 3.41% |
| 2023 | 1.83% | 4.48% |
| 2022 | 0.00% | 3.89% |
| 2021 | 0.00% | 3.45% |
| 2020 | 0.00% | 4.89% |
| 2019 | 0.00% | 4.07% |
| 2018 | 0.00% | 4.40% |
| 2017 | 0.00% | 3.14% |
| 2016 | 0.00% | 3.83% |
| 2015 | 0.00% | 3.49% |
| 2014 | 0.00% | 3.24% |
| 2013 | 0.00% | 3.68% |
| 2012 | 0.00% | 0.93% |
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