JPLD vs SUSA

Comparison between JPMorgan Ltd Duration Bond ETF (JPLD, ETF) and ISHARES MSCI USA ESG SELECT ETF (SUSA, ETF).

JPLD vs SUSA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPLD(ETF)	SUSA(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.24%	0.25%
Max Drawdown	1.59%	54.94%
Sharpe Ratio	0.90	1.77
5Y Beta	-0.00	0.95
P/E Ratio	N/A	28.25
Forward P/E	N/A	21.92
PEG Ratio	N/A	0.39
5Y Dividends CAGR	N/A	10.29%
5Y EPS CAGR	N/A	26.39%
Debt to Equity	N/A	11.50%
P/S Ratio	N/A	3.49
P/B Ratio	N/A	6.07

Net Assets

JPLD

$3.80B

SUSA

$3.80B

Expense Ratio

Winner

JPLD

0.24%

SUSA

0.25%

Max Drawdown

Winner

JPLD

1.59%

SUSA

54.94%

Sharpe Ratio

JPLD

0.90

Winner

SUSA

1.77

5Y Beta

Winner

JPLD

-0.00

SUSA

0.95

P/E Ratio

JPLD

N/A

SUSA

28.25

Forward P/E

JPLD

N/A

SUSA

21.92

PEG Ratio

JPLD

N/A

SUSA

0.39

5Y Dividends CAGR

JPLD

N/A

SUSA

10.29%

5Y EPS CAGR

JPLD

N/A

SUSA

26.39%

Debt to Equity

JPLD

N/A

SUSA

11.50%

P/S Ratio

JPLD

N/A

SUSA

3.49

P/B Ratio

JPLD

N/A

SUSA

6.07

JPLD vs SUSA - Historical Returns

Returns include dividend reinvestment.

Period	JPLD	SUSA
1 month	+0.34%	+7.67%
3 months	+0.21%	+7.85%
6 months	+1.59%	+7.50%
1 year	+5.33%	+24.99%
5 years(CAGR)	N/A	+12.16%
10 years(CAGR)	N/A	+14.92%
Max(CAGR)	+6.03%	+10.37%

JPLD

+0.34%

Winner

SUSA

+7.67%

JPLD

+0.21%

Winner

SUSA

+7.85%

JPLD

+1.59%

Winner

SUSA

+7.50%

JPLD

+5.33%

Winner

SUSA

+24.99%

5Y(CAGR)

JPLD

N/A

SUSA

+12.16%

10Y(CAGR)

JPLD

N/A

SUSA

+14.92%

Max(CAGR)

JPLD

+6.03%

Winner

SUSA

+10.37%

JPLD vs SUSA - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	JPLD	SUSA
2026	+1.04%	+7.23%
2025	+6.01%	+15.98%
2024	+6.58%	+23.30%
2023	+3.23%	+24.42%
2022	N/A	-21.45%
2021	N/A	+32.05%
2020	N/A	+23.86%
2019	N/A	+32.49%
2018	N/A	-6.02%
2017	N/A	+21.51%
2016	N/A	+14.22%
2015	N/A	-1.77%
2014	N/A	+14.77%
2013	N/A	+27.63%
2012	N/A	+8.75%
2011	N/A	+0.57%
2010	N/A	+12.48%
2009	N/A	+26.93%
2008	N/A	-34.56%
2007	N/A	+4.65%
2006	N/A	+11.17%
2005	N/A	+7.95%

JPLD vs SUSA Drawdown Comparison

The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.

The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.

The current JPLD drawdown is -0.13%. The current SUSA drawdown is -0.29%.

Rank	JPLD	SUSA
#1	-1.17% Apr 4, 2025 - Apr 30, 2025	-53.93% Oct 9, 2007 - Mar 13, 2012
#2	-1.00% Feb 27, 2026 - Mar 26, 2026	-32.93% Feb 19, 2020 - Jul 20, 2020
#3	-0.71% Sep 27, 2024 - Nov 29, 2024	-28.22% Dec 29, 2021 - Feb 7, 2024
#4	-0.58% Sep 22, 2023 - Oct 26, 2023	-19.30% Dec 4, 2024 - Jun 30, 2025
#5	-0.55% Aug 9, 2023 - Aug 29, 2023	-19.16% Sep 21, 2018 - Apr 1, 2019
#6	-0.53% Mar 27, 2024 - May 2, 2024	-13.73% May 20, 2015 - Apr 19, 2016
#7	-0.43% Dec 6, 2024 - Jan 15, 2025	-11.53% Apr 2, 2012 - Jan 3, 2013
#8	-0.41% May 7, 2024 - May 9, 2024	-9.71% Jan 28, 2026 - Apr 17, 2026
#9	-0.41% Feb 1, 2024 - Mar 1, 2024	-9.67% Jan 26, 2018 - Aug 24, 2018
#10	-0.40% Nov 8, 2023 - Nov 14, 2023	-9.60% Sep 2, 2020 - Nov 13, 2020
#11	-0.38% Apr 30, 2025 - May 29, 2025	-8.32% Jul 19, 2007 - Oct 1, 2007
#12	-0.31% Aug 13, 2025 - Aug 20, 2025	-7.53% Jul 16, 2024 - Aug 23, 2024
#13	-0.29% Mar 11, 2024 - Mar 21, 2024	-7.23% Apr 23, 2019 - Jun 20, 2019
#14	-0.29% Aug 31, 2023 - Sep 13, 2023	-6.92% Sep 2, 2014 - Oct 30, 2014
#15	-0.28% Jan 12, 2024 - Jan 29, 2024	-6.72% May 8, 2006 - Sep 20, 2006

Correlation

Correlation between JPLD and SUSA is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2005 - 2026)

JPLD vs SUSA dividend yield comparison.

Year	JPLD	SUSA
2026	1.37%	0.21%
2025	4.25%	0.89%
2024	4.47%	1.15%
2023	1.83%	1.32%
2022	0.00%	1.52%
2021	0.00%	0.98%
2020	0.00%	1.17%
2019	0.00%	1.52%
2018	0.00%	1.73%
2017	0.00%	1.40%
2016	0.00%	1.56%
2015	0.00%	1.42%
2014	0.00%	1.21%
2013	0.00%	1.30%
2012	0.00%	1.77%
2011	0.00%	1.45%
2010	0.00%	1.48%
2009	0.00%	1.64%
2008	0.00%	2.30%
2007	0.00%	1.28%
2006	0.00%	1.51%
2005	0.00%	1.15%