SUSA vs JPLD
Comparison between ISHARES MSCI USA ESG SELECT ETF (SUSA, ETF) and JPMorgan Ltd Duration Bond ETF (JPLD, ETF).
SUSA vs JPLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$3.80B
JPLD
$3.80B
Expense Ratio
SUSA
0.25%
Winner
JPLD
0.24%
Max Drawdown
SUSA
54.94%
Winner
JPLD
1.59%
Sharpe Ratio
Winner
SUSA
1.77
JPLD
0.90
5Y Beta
SUSA
0.95
Winner
JPLD
-0.00
P/E Ratio
SUSA
28.25
JPLD
N/A
Forward P/E
SUSA
21.92
JPLD
N/A
PEG Ratio
SUSA
0.39
JPLD
N/A
5Y Dividends CAGR
SUSA
10.29%
JPLD
N/A
5Y EPS CAGR
SUSA
26.39%
JPLD
N/A
Debt to Equity
SUSA
11.50%
JPLD
N/A
P/S Ratio
SUSA
3.49
JPLD
N/A
P/B Ratio
SUSA
6.07
JPLD
N/A
SUSA vs JPLD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSA
+7.67%
JPLD
+0.34%
3M
Winner
SUSA
+7.85%
JPLD
+0.21%
6M
Winner
SUSA
+7.50%
JPLD
+1.59%
1Y
Winner
SUSA
+24.99%
JPLD
+5.33%
5Y(CAGR)
SUSA
+12.16%
JPLD
N/A
10Y(CAGR)
SUSA
+14.92%
JPLD
N/A
Max(CAGR)
Winner
SUSA
+10.37%
JPLD
+6.03%
SUSA vs JPLD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | JPLD |
|---|---|---|
| 2026 | +7.23% | +1.04% |
| 2025 | +15.98% | +6.01% |
| 2024 | +23.30% | +6.58% |
| 2023 | +24.42% | +3.23% |
| 2022 | -21.45% | N/A |
| 2021 | +32.05% | N/A |
| 2020 | +23.86% | N/A |
| 2019 | +32.49% | N/A |
| 2018 | -6.02% | N/A |
| 2017 | +21.51% | N/A |
| 2016 | +14.22% | N/A |
| 2015 | -1.77% | N/A |
| 2014 | +14.77% | N/A |
| 2013 | +27.63% | N/A |
| 2012 | +8.75% | N/A |
| 2011 | +0.57% | N/A |
| 2010 | +12.48% | N/A |
| 2009 | +26.93% | N/A |
| 2008 | -34.56% | N/A |
| 2007 | +4.65% | N/A |
| 2006 | +11.17% | N/A |
| 2005 | +7.95% | N/A |
SUSA vs JPLD Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for JPLD was -1.17%, occurring on Apr 10, 2025. Recovery took 17 trading sessions.
The current SUSA drawdown is -0.29%. The current JPLD drawdown is -0.13%.
| Rank | SUSA | JPLD |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -1.17% Apr 4, 2025 - Apr 30, 2025 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -1.00% Feb 27, 2026 - Mar 26, 2026 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -0.71% Sep 27, 2024 - Nov 29, 2024 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -0.58% Sep 22, 2023 - Oct 26, 2023 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -0.55% Aug 9, 2023 - Aug 29, 2023 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -0.53% Mar 27, 2024 - May 2, 2024 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -0.43% Dec 6, 2024 - Jan 15, 2025 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -0.41% May 7, 2024 - May 9, 2024 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -0.41% Feb 1, 2024 - Mar 1, 2024 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -0.40% Nov 8, 2023 - Nov 14, 2023 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -0.38% Apr 30, 2025 - May 29, 2025 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -0.31% Aug 13, 2025 - Aug 20, 2025 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -0.29% Mar 11, 2024 - Mar 21, 2024 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -0.29% Aug 31, 2023 - Sep 13, 2023 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -0.28% Jan 12, 2024 - Jan 29, 2024 |
Correlation
Correlation between SUSA and JPLD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2005 - 2026)
SUSA vs JPLD dividend yield comparison.
| Year | SUSA | JPLD |
|---|---|---|
| 2026 | 0.21% | 1.37% |
| 2025 | 0.89% | 4.25% |
| 2024 | 1.15% | 4.47% |
| 2023 | 1.32% | 1.83% |
| 2022 | 1.52% | 0.00% |
| 2021 | 0.98% | 0.00% |
| 2020 | 1.17% | 0.00% |
| 2019 | 1.52% | 0.00% |
| 2018 | 1.73% | 0.00% |
| 2017 | 1.40% | 0.00% |
| 2016 | 1.56% | 0.00% |
| 2015 | 1.42% | 0.00% |
| 2014 | 1.21% | 0.00% |
| 2013 | 1.30% | 0.00% |
| 2012 | 1.77% | 0.00% |
| 2011 | 1.45% | 0.00% |
| 2010 | 1.48% | 0.00% |
| 2009 | 1.64% | 0.00% |
| 2008 | 2.30% | 0.00% |
| 2007 | 1.28% | 0.00% |
| 2006 | 1.51% | 0.00% |
| 2005 | 1.15% | 0.00% |
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