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RSPT vs JPLD

Comparison between INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF (RSPT, ETF) and JPMorgan Ltd Duration Bond ETF (JPLD, ETF).

RSPT vs JPLD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RSPT
$3.80B
JPLD
$3.80B
Expense Ratio
RSPT
0.40%
Winner
JPLD
0.24%
Max Drawdown
RSPT
58.97%
Winner
JPLD
1.59%
Sharpe Ratio
Winner
RSPT
2.28
JPLD
1.04
5Y Beta
RSPT
1.34
Winner
JPLD
-0.00
P/E Ratio
RSPT
31.79
JPLD
N/A
Forward P/E
RSPT
19.72
JPLD
N/A
PEG Ratio
RSPT
0.68
JPLD
N/A
5Y Dividends CAGR
RSPT
-10.47%
JPLD
N/A
5Y EPS CAGR
RSPT
17.98%
JPLD
N/A
Debt to Equity
RSPT
111.44%
JPLD
N/A
P/S Ratio
RSPT
3.29
JPLD
N/A
P/B Ratio
RSPT
4.93
JPLD
N/A

RSPT vs JPLD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RSPT
+20.22%
JPLD
+0.48%
3M
Winner
RSPT
+22.86%
JPLD
+0.33%
6M
Winner
RSPT
+28.58%
JPLD
+1.75%
1Y
Winner
RSPT
+62.52%
JPLD
+5.35%
5Y(CAGR)
RSPT
+16.65%
JPLD
N/A
10Y(CAGR)
RSPT
+21.57%
JPLD
N/A
Max(CAGR)
Winner
RSPT
+14.40%
JPLD
+6.09%

RSPT vs JPLD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearRSPTJPLD
2026+27.18%+1.12%
2025+22.30%+6.01%
2024+17.94%+6.58%
2023+35.50%+3.23%
2022-24.88%N/A
2021+30.18%N/A
2020+28.40%N/A
2019+41.75%N/A
2018-1.79%N/A
2017+31.76%N/A
2016+20.94%N/A
2015+2.89%N/A
2014+20.37%N/A
2013+35.76%N/A
2012+10.47%N/A
2011-7.81%N/A
2010+16.56%N/A
2009+69.08%N/A
2008-44.46%N/A
2007+1.69%N/A
2006+1.64%N/A

RSPT vs JPLD Drawdown Comparison

The maximum drawdown for RSPT was -58.91%, occurring on Nov 21, 2008. Recovery took 879 trading sessions.

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

The current JPLD drawdown is -0.05%.

RankRSPTJPLD
#1-58.91%
Jul 19, 2007 - Jan 12, 2011
-1.17%
Apr 4, 2025 - Apr 30, 2025
#2-33.67%
Feb 19, 2020 - Aug 3, 2020
-1.00%
Feb 27, 2026 - Mar 26, 2026
#3-32.49%
Dec 27, 2021 - Dec 19, 2023
-0.71%
Sep 27, 2024 - Nov 29, 2024
#4-26.73%
Feb 17, 2011 - Jan 25, 2013
-0.58%
Sep 22, 2023 - Oct 26, 2023
#5-26.62%
Feb 19, 2025 - Jun 26, 2025
-0.55%
Aug 9, 2023 - Aug 29, 2023
#6-22.41%
Aug 29, 2018 - Mar 19, 2019
-0.53%
Mar 27, 2024 - May 2, 2024
#7-16.92%
Dec 1, 2015 - May 27, 2016
-0.43%
Dec 6, 2024 - Jan 15, 2025
#8-14.71%
May 27, 2015 - Dec 1, 2015
-0.41%
May 7, 2024 - May 9, 2024
#9-12.86%
Jul 16, 2024 - Oct 14, 2024
-0.41%
Feb 1, 2024 - Mar 1, 2024
#10-11.71%
Apr 24, 2019 - Jul 3, 2019
-0.40%
Nov 8, 2023 - Nov 14, 2023
#11-11.01%
Sep 18, 2014 - Nov 3, 2014
-0.38%
Apr 30, 2025 - May 29, 2025
#12-10.67%
Jan 28, 2026 - Apr 13, 2026
-0.31%
Aug 13, 2025 - Aug 20, 2025
#13-10.36%
Nov 3, 2025 - Dec 9, 2025
-0.29%
Mar 11, 2024 - Mar 21, 2024
#14-10.12%
Mar 7, 2024 - May 22, 2024
-0.29%
Aug 31, 2023 - Sep 13, 2023
#15-9.90%
Jul 24, 2019 - Nov 7, 2019
-0.28%
Jan 12, 2024 - Jan 29, 2024

Correlation

Correlation between RSPT and JPLD is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2007 - 2026)

RSPT vs JPLD dividend yield comparison.

YearRSPTJPLD
20260.07%1.37%
20250.39%4.25%
20240.44%4.47%
20230.56%1.83%
20220.71%0.00%
20210.50%0.00%
20201.29%0.00%
20190.92%0.00%
20180.98%0.00%
20170.84%0.00%
20161.16%0.00%
20151.18%0.00%
20141.16%0.00%
20130.80%0.00%
20121.03%0.00%
20110.74%0.00%
20100.27%0.00%
20090.25%0.00%
20080.35%0.00%
20070.03%0.00%

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