JPLD vs UTG
Comparison between JPMORGAN LIMITED DURATION BOND ETF (JPLD, ETF) and Reaves Utility Income Fund (UTG, ETF).
JPLD vs UTG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPLD
$3.90B
Winner
UTG
$4B
Expense Ratio
JPLD
0.24%
UTG
N/A
Max Drawdown
Winner
JPLD
1.62%
UTG
71.97%
Sharpe Ratio
JPLD
0.25
Winner
UTG
0.93
5Y Beta
Winner
JPLD
0.00
UTG
0.52
5Y Dividends CAGR
JPLD
N/A
UTG
2.05%
JPLD vs UTG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPLD
+0.19%
UTG
-1.97%
3M
Winner
JPLD
+0.69%
UTG
-1.29%
6M
JPLD
+1.42%
Winner
UTG
+9.14%
1Y
JPLD
+4.43%
Winner
UTG
+19.35%
5Y(CAGR)
JPLD
N/A
UTG
+10.77%
10Y(CAGR)
JPLD
N/A
UTG
+10.05%
Max(CAGR)
JPLD
+5.82%
Winner
UTG
+11.04%
JPLD vs UTG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | JPLD | UTG |
|---|---|---|
| 2026 | +1.49% | +12.41% |
| 2025 | +6.01% | +22.37% |
| 2024 | +6.58% | +26.78% |
| 2023 | +3.23% | +1.15% |
| 2022 | N/A | -13.56% |
| 2021 | N/A | +14.73% |
| 2020 | N/A | -5.97% |
| 2019 | N/A | +34.02% |
| 2018 | N/A | +2.33% |
| 2017 | N/A | +5.13% |
| 2016 | N/A | +29.83% |
| 2015 | N/A | -13.79% |
| 2014 | N/A | +39.83% |
| 2013 | N/A | +10.08% |
| 2012 | N/A | +1.56% |
| 2011 | N/A | +23.57% |
| 2010 | N/A | +24.97% |
| 2009 | N/A | +61.39% |
| 2008 | N/A | -48.71% |
| 2007 | N/A | +13.03% |
| 2006 | N/A | +31.94% |
| 2005 | N/A | +3.28% |
| 2004 | N/A | +5.01% |
JPLD vs UTG Drawdown Comparison
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The maximum drawdown for UTG was -67.75%, occurring on Mar 9, 2009. Recovery took 642 trading sessions.
The current JPLD drawdown is -0.03%. The current UTG drawdown is -5.89%.
| Rank | JPLD | UTG |
|---|---|---|
| #1 | -1.17% Apr 4, 2025 - Apr 30, 2025 | -67.75% Jan 11, 2008 - Jul 30, 2010 |
| #2 | -1.00% Feb 27, 2026 - May 29, 2026 | -47.96% Feb 12, 2020 - Sep 2, 2021 |
| #3 | -0.71% Sep 27, 2024 - Nov 29, 2024 | -26.50% Apr 20, 2022 - Aug 15, 2024 |
| #4 | -0.58% Sep 22, 2023 - Oct 26, 2023 | -22.66% Feb 3, 2015 - May 12, 2016 |
| #5 | -0.55% Aug 9, 2023 - Aug 29, 2023 | -22.28% Aug 24, 2017 - Mar 18, 2019 |
| #6 | -0.53% Mar 27, 2024 - May 2, 2024 | -21.31% Jul 25, 2011 - Sep 20, 2011 |
| #7 | -0.43% Dec 6, 2024 - Jan 15, 2025 | -20.10% Mar 17, 2004 - Dec 22, 2004 |
| #8 | -0.41% May 7, 2024 - May 9, 2024 | -15.96% Jul 3, 2012 - Mar 13, 2013 |
| #9 | -0.41% Feb 1, 2024 - Mar 1, 2024 | -15.30% May 21, 2007 - Oct 31, 2007 |
| #10 | -0.40% Nov 8, 2023 - Nov 14, 2023 | -14.94% Nov 27, 2024 - May 15, 2025 |
| #11 | -0.38% Apr 30, 2025 - May 29, 2025 | -14.92% Sep 7, 2005 - Jul 26, 2006 |
| #12 | -0.37% Jun 16, 2026 - Jun 25, 2026 | -13.54% May 17, 2013 - Feb 11, 2014 |
| #13 | -0.31% Aug 13, 2025 - Aug 20, 2025 | -11.66% Jul 11, 2016 - Dec 27, 2016 |
| #14 | -0.29% Mar 11, 2024 - Mar 21, 2024 | -11.57% Oct 15, 2025 - Feb 17, 2026 |
| #15 | -0.29% Aug 31, 2023 - Sep 13, 2023 | -11.30% Sep 3, 2021 - Apr 20, 2022 |
Correlation
Correlation between JPLD and UTG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2004 - 2026)
JPLD vs UTG dividend yield comparison.
| Year | JPLD | UTG |
|---|---|---|
| 2026 | 2.08% | 2.46% |
| 2025 | 4.25% | 6.42% |
| 2024 | 4.47% | 7.19% |
| 2023 | 1.83% | 8.53% |
| 2022 | 0.00% | 8.07% |
| 2021 | 0.00% | 6.35% |
| 2020 | 0.00% | 6.59% |
| 2019 | 0.00% | 5.69% |
| 2018 | 0.00% | 6.86% |
| 2017 | 0.00% | 6.21% |
| 2016 | 0.00% | 9.02% |
| 2015 | 0.00% | 6.86% |
| 2014 | 0.00% | 5.06% |
| 2013 | 0.00% | 6.31% |
| 2012 | 0.00% | 6.30% |
| 2011 | 0.00% | 6.49% |
| 2010 | 0.00% | 6.17% |
| 2009 | 0.00% | 7.78% |
| 2008 | 0.00% | 13.58% |
| 2007 | 0.00% | 8.08% |
| 2006 | 0.00% | 5.47% |
| 2005 | 0.00% | 7.65% |
| 2004 | 0.00% | 4.88% |
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