JPMB vs ITDF
Comparison between JPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF (JPMB, ETF) and ISHARES LIFEPATH TARGET DATE 2050 ETF (ITDF, ETF).
JPMB vs ITDF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JPMB
$68M
ITDF
$68M
Expense Ratio
JPMB
0.39%
Winner
ITDF
0.11%
Max Drawdown
JPMB
32.89%
Winner
ITDF
16.09%
Sharpe Ratio
JPMB
1.23
Winner
ITDF
1.51
5Y Beta
Winner
JPMB
0.24
ITDF
0.84
5Y Dividends CAGR
JPMB
0.85%
ITDF
N/A
JPMB vs ITDF - Historical Returns
Returns include dividend reinvestment.
1M
JPMB
+0.45%
Winner
ITDF
+0.98%
3M
JPMB
+0.63%
Winner
ITDF
+6.61%
6M
JPMB
+1.50%
Winner
ITDF
+9.22%
1Y
JPMB
+10.74%
Winner
ITDF
+24.43%
5Y(CAGR)
JPMB
+1.34%
ITDF
N/A
10Y(CAGR)
JPMB
+2.60%
ITDF
N/A
Max(CAGR)
JPMB
+2.60%
Winner
ITDF
+23.04%
JPMB vs ITDF - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | JPMB | ITDF |
|---|---|---|
| 2026 | +1.29% | +8.19% |
| 2025 | +13.46% | +21.12% |
| 2024 | +2.42% | +17.13% |
| 2023 | +9.32% | +12.92% |
| 2022 | -15.26% | N/A |
| 2021 | -2.28% | N/A |
| 2020 | +4.80% | N/A |
| 2019 | +17.61% | N/A |
| 2018 | -4.72% | N/A |
JPMB vs ITDF Drawdown Comparison
The maximum drawdown for JPMB was -26.33%, occurring on Mar 19, 2020. Recovery took 193 trading sessions.
The maximum drawdown for ITDF was -15.67%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The current JPMB drawdown is -0.74%. The current ITDF drawdown is -3.15%.
| Rank | JPMB | ITDF |
|---|---|---|
| #1 | -26.33% Feb 21, 2020 - Nov 24, 2020 | -15.67% Feb 18, 2025 - May 19, 2025 |
| #2 | -26.16% Sep 2, 2021 - Sep 5, 2025 | -9.32% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -7.39% Jan 31, 2018 - Feb 25, 2019 | -7.71% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -6.60% Jan 4, 2021 - Sep 2, 2021 | -5.12% Mar 28, 2024 - May 14, 2024 |
| #5 | -4.60% Feb 27, 2026 - Jun 2, 2026 | -5.00% Dec 6, 2024 - Feb 13, 2025 |
| #6 | -1.63% Sep 4, 2019 - Dec 11, 2019 | -4.74% Oct 27, 2025 - Dec 10, 2025 |
| #7 | -1.20% Jul 25, 2019 - Aug 8, 2019 | -3.72% Aug 30, 2024 - Sep 19, 2024 |
| #8 | -1.20% Oct 27, 2025 - Dec 3, 2025 | -3.15% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -0.90% Dec 3, 2025 - Dec 24, 2025 | -3.10% Oct 19, 2023 - Nov 2, 2023 |
| #10 | -0.84% May 3, 2019 - May 30, 2019 | -2.85% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -0.81% Oct 1, 2025 - Oct 15, 2025 | -2.76% Oct 14, 2024 - Nov 7, 2024 |
| #12 | -0.78% Dec 29, 2025 - Jan 23, 2026 | -2.66% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -0.74% Aug 9, 2019 - Aug 16, 2019 | -2.49% Nov 7, 2024 - Nov 29, 2024 |
| #14 | -0.74% Jun 2, 2026 - Jun 5, 2026 | -2.37% Dec 28, 2023 - Jan 25, 2024 |
| #15 | -0.55% Feb 28, 2019 - Mar 12, 2019 | -2.24% Jan 27, 2026 - Feb 9, 2026 |
Correlation
Correlation between JPMB and ITDF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2018 - 2026)
JPMB vs ITDF dividend yield comparison.
| Year | JPMB | ITDF |
|---|---|---|
| 2026 | 2.42% | 0.00% |
| 2025 | 6.71% | 1.65% |
| 2024 | 6.32% | 1.55% |
| 2023 | 5.99% | 0.85% |
| 2022 | 4.94% | 0.00% |
| 2021 | 4.29% | 0.00% |
| 2020 | 4.29% | 0.00% |
| 2019 | 4.51% | 0.00% |
| 2018 | 4.58% | 0.00% |
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