JPLD vs USRT
Comparison between JPMorgan Ltd Duration Bond ETF (JPLD, ETF) and ISHARES CORE U.S. REIT ETF (USRT, ETF).
JPLD vs USRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPLD
$3.80B
USRT
$3.80B
Expense Ratio
JPLD
0.24%
Winner
USRT
0.08%
Max Drawdown
Winner
JPLD
1.59%
USRT
72.93%
Sharpe Ratio
JPLD
0.90
Winner
USRT
1.05
5Y Beta
Winner
JPLD
-0.00
USRT
0.56
P/E Ratio
JPLD
N/A
USRT
34.12
Forward P/E
JPLD
N/A
USRT
34.85
5Y Dividends CAGR
JPLD
N/A
USRT
5.36%
5Y EPS CAGR
JPLD
N/A
USRT
8.96%
Debt to Equity
JPLD
N/A
USRT
35.76%
P/S Ratio
JPLD
N/A
USRT
6.97
P/B Ratio
JPLD
N/A
USRT
2.31
JPLD vs USRT - Historical Returns
Returns include dividend reinvestment.
1M
JPLD
+0.34%
Winner
USRT
+4.66%
3M
JPLD
+0.21%
Winner
USRT
+6.31%
6M
JPLD
+1.59%
Winner
USRT
+13.52%
1Y
JPLD
+5.33%
Winner
USRT
+17.32%
5Y(CAGR)
JPLD
N/A
USRT
+6.88%
10Y(CAGR)
JPLD
N/A
USRT
+6.30%
Max(CAGR)
Winner
JPLD
+6.03%
USRT
+5.40%
JPLD vs USRT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | JPLD | USRT |
|---|---|---|
| 2026 | +1.04% | +14.62% |
| 2025 | +6.01% | +3.39% |
| 2024 | +6.58% | +7.56% |
| 2023 | +3.23% | +14.00% |
| 2022 | N/A | -24.01% |
| 2021 | N/A | +48.36% |
| 2020 | N/A | -6.52% |
| 2019 | N/A | +28.98% |
| 2018 | N/A | -4.39% |
| 2017 | N/A | +4.73% |
| 2016 | N/A | +9.79% |
| 2015 | N/A | +3.17% |
| 2014 | N/A | +29.43% |
| 2013 | N/A | -2.53% |
| 2012 | N/A | +16.51% |
| 2011 | N/A | +7.48% |
| 2010 | N/A | +27.25% |
| 2009 | N/A | +30.21% |
| 2008 | N/A | -37.20% |
| 2007 | N/A | -18.58% |
JPLD vs USRT Drawdown Comparison
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The current JPLD drawdown is -0.13%. The current USRT drawdown is -0.08%.
| Rank | JPLD | USRT |
|---|---|---|
| #1 | -1.17% Apr 4, 2025 - Apr 30, 2025 | -69.91% May 11, 2007 - May 1, 2012 |
| #2 | -1.00% Feb 27, 2026 - Mar 26, 2026 | -44.38% Feb 21, 2020 - Apr 21, 2021 |
| #3 | -0.71% Sep 27, 2024 - Nov 29, 2024 | -31.00% Dec 31, 2021 - Sep 16, 2024 |
| #4 | -0.58% Sep 22, 2023 - Oct 26, 2023 | -18.70% Nov 27, 2024 - Feb 6, 2026 |
| #5 | -0.55% Aug 9, 2023 - Aug 29, 2023 | -18.52% May 21, 2013 - Jul 18, 2014 |
| #6 | -0.53% Mar 27, 2024 - May 2, 2024 | -15.79% Jan 26, 2015 - Mar 29, 2016 |
| #7 | -0.43% Dec 6, 2024 - Jan 15, 2025 | -14.95% Aug 1, 2016 - Jul 6, 2018 |
| #8 | -0.41% May 7, 2024 - May 9, 2024 | -13.10% Dec 6, 2018 - Jan 30, 2019 |
| #9 | -0.41% Feb 1, 2024 - Mar 1, 2024 | -9.02% Sep 14, 2012 - Jan 15, 2013 |
| #10 | -0.40% Nov 8, 2023 - Nov 14, 2023 | -8.19% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -0.38% Apr 30, 2025 - May 29, 2025 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
| #12 | -0.31% Aug 13, 2025 - Aug 20, 2025 | -7.40% May 1, 2012 - Jun 29, 2012 |
| #13 | -0.29% Mar 11, 2024 - Mar 21, 2024 | -7.23% Sep 2, 2021 - Oct 26, 2021 |
| #14 | -0.29% Aug 31, 2023 - Sep 13, 2023 | -6.81% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -0.28% Jan 12, 2024 - Jan 29, 2024 | -6.13% Oct 23, 2019 - Jan 21, 2020 |
Correlation
Correlation between JPLD and USRT is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2007 - 2026)
JPLD vs USRT dividend yield comparison.
| Year | JPLD | USRT |
|---|---|---|
| 2026 | 1.37% | 0.32% |
| 2025 | 4.25% | 3.07% |
| 2024 | 4.47% | 2.85% |
| 2023 | 1.83% | 3.18% |
| 2022 | 0.00% | 3.46% |
| 2021 | 0.00% | 2.27% |
| 2020 | 0.00% | 3.12% |
| 2019 | 0.00% | 3.34% |
| 2018 | 0.00% | 5.66% |
| 2017 | 0.00% | 3.43% |
| 2016 | 0.00% | 3.98% |
| 2015 | 0.00% | 3.59% |
| 2014 | 0.00% | 3.46% |
| 2013 | 0.00% | 3.84% |
| 2012 | 0.00% | 3.48% |
| 2011 | 0.00% | 3.95% |
| 2010 | 0.00% | 3.56% |
| 2009 | 0.00% | 3.52% |
| 2008 | 0.00% | 9.54% |
| 2007 | 0.00% | 3.51% |
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