JPSE vs ILTB
Comparison between JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE, ETF) and ISHARES CORE 10+ YEAR USD BOND ETF (ILTB, ETF).
5-Year PerformanceJPSE has outperformed ILTB, delivering a return of +7.9% compared to -4.2%
JPSE vs ILTB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JPSE vs ILTB - Historical Returns
Returns include dividend reinvestment.
JPSE vs ILTB - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | JPSE | ILTB |
|---|---|---|
| 2026 | +19.46% | -1.18% |
| 2025 | +8.90% | +7.18% |
| 2024 | +8.30% | -2.26% |
| 2023 | +16.10% | +6.68% |
| 2022 | -15.23% | -25.30% |
| 2021 | +29.80% | -2.14% |
| 2020 | +12.62% | +15.27% |
| 2019 | +22.59% | +19.13% |
| 2018 | -8.79% | -4.25% |
| 2017 | +14.33% | +11.16% |
| 2016 | +3.67% | +7.20% |
| 2015 | N/A | -4.94% |
| 2014 | N/A | +19.44% |
| 2013 | N/A | -9.09% |
| 2012 | N/A | +8.57% |
| 2011 | N/A | +23.29% |
| 2010 | N/A | +10.29% |
| 2009 | N/A | -0.86% |
JPSE vs ILTB Drawdown Comparison
The maximum drawdown for JPSE was -43.02%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for ILTB was -36.88%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current JPSE drawdown is -2.11%. The current ILTB drawdown is -22.59%.
| Rank | JPSE | ILTB |
|---|---|---|
| #1 | -43.02% Jan 16, 2020 - Nov 16, 2020 | -36.88% Aug 6, 2020 - Oct 19, 2023 |
| #2 | -25.57% Nov 8, 2021 - Jul 15, 2024 | -19.62% Mar 6, 2020 - Jul 7, 2020 |
| #3 | -25.49% Nov 25, 2024 - Dec 10, 2025 | -15.32% Jul 25, 2012 - Jul 17, 2014 |
| #4 | -23.26% Sep 14, 2018 - Dec 26, 2019 | -11.94% Jul 8, 2016 - Dec 6, 2017 |
| #5 | -9.04% Jul 31, 2024 - Sep 19, 2024 | -11.80% Jan 30, 2015 - May 13, 2016 |
| #6 | -8.40% Mar 15, 2021 - Jun 1, 2021 | -10.19% Sep 1, 2010 - Aug 2, 2011 |
| #7 | -8.33% Jun 8, 2021 - Oct 20, 2021 | -9.29% Dec 15, 2017 - Mar 25, 2019 |
| #8 | -8.19% Jan 23, 2018 - May 17, 2018 | -6.65% Sep 22, 2011 - Jan 17, 2012 |
| #9 | -8.00% Feb 26, 2026 - Apr 13, 2026 | -5.61% Aug 28, 2019 - Jan 23, 2020 |
| #10 | -5.09% Feb 24, 2021 - Mar 10, 2021 | -5.49% Jan 31, 2012 - May 4, 2012 |
| #11 | -4.66% Jul 25, 2017 - Sep 21, 2017 | -4.04% Aug 28, 2014 - Oct 13, 2014 |
| #12 | -4.56% Nov 11, 2024 - Nov 25, 2024 | -3.34% Aug 10, 2011 - Aug 18, 2011 |
| #13 | -4.38% Jan 22, 2021 - Feb 4, 2021 | -3.27% Aug 19, 2011 - Sep 2, 2011 |
| #14 | -4.36% Oct 16, 2024 - Nov 6, 2024 | -3.27% Jan 17, 2012 - Jan 31, 2012 |
| #15 | -4.17% Apr 26, 2017 - Jun 9, 2017 | -3.18% May 6, 2010 - May 20, 2010 |
Correlation
Correlation between JPSE and ILTB is 0.05 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2009 - 2026)
JPSE vs ILTB dividend yield comparison.
| Year | JPSE | ILTB |
|---|---|---|
| 2026 | 0.42% | 2.99% |
| 2025 | 1.62% | 4.83% |
| 2024 | 1.66% | 4.91% |
| 2023 | 1.76% | 4.38% |
| 2022 | 1.55% | 4.31% |
| 2021 | 1.24% | 3.04% |
| 2020 | 1.32% | 3.32% |
| 2019 | 1.23% | 3.45% |
| 2018 | 1.18% | 4.13% |
| 2017 | 0.74% | 3.97% |
| 2016 | 0.14% | 3.99% |
| 2015 | 0.00% | 4.20% |
| 2014 | 0.00% | 3.62% |
| 2013 | 0.00% | 4.94% |
| 2012 | 0.00% | 3.42% |
| 2011 | 0.00% | 4.07% |
| 2010 | 0.00% | 4.59% |
| 2009 | 0.00% | 0.27% |
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