USRT vs JPLD

Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and JPMorgan Ltd Duration Bond ETF (JPLD, ETF).

USRT vs JPLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USRT(ETF)	JPLD(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.08%	0.24%
Max Drawdown	72.93%	1.59%
Sharpe Ratio	1.05	0.90
5Y Beta	0.56	-0.00
P/E Ratio	34.12	N/A
Forward P/E	34.85	N/A
5Y Dividends CAGR	5.36%	N/A
5Y EPS CAGR	8.96%	N/A
Debt to Equity	35.76%	N/A
P/S Ratio	6.97	N/A
P/B Ratio	2.31	N/A

Net Assets

USRT

$3.80B

JPLD

$3.80B

Expense Ratio

Winner

USRT

0.08%

JPLD

0.24%

Max Drawdown

USRT

72.93%

Winner

JPLD

1.59%

Sharpe Ratio

Winner

USRT

1.05

JPLD

0.90

5Y Beta

USRT

0.56

Winner

JPLD

-0.00

P/E Ratio

USRT

34.12

JPLD

N/A

Forward P/E

USRT

34.85

JPLD

N/A

5Y Dividends CAGR

USRT

5.36%

JPLD

N/A

5Y EPS CAGR

USRT

8.96%

JPLD

N/A

Debt to Equity

USRT

35.76%

JPLD

N/A

P/S Ratio

USRT

6.97

JPLD

N/A

P/B Ratio

USRT

2.31

JPLD

N/A

USRT vs JPLD - Historical Returns

Returns include dividend reinvestment.

Period	USRT	JPLD
1 month	+4.66%	+0.34%
3 months	+6.31%	+0.21%
6 months	+13.52%	+1.59%
1 year	+17.32%	+5.33%
5 years(CAGR)	+6.88%	N/A
10 years(CAGR)	+6.30%	N/A
Max(CAGR)	+5.40%	+6.03%

Winner

USRT

+4.66%

JPLD

+0.34%

Winner

USRT

+6.31%

JPLD

+0.21%

Winner

USRT

+13.52%

JPLD

+1.59%

Winner

USRT

+17.32%

JPLD

+5.33%

5Y(CAGR)

USRT

+6.88%

JPLD

N/A

10Y(CAGR)

USRT

+6.30%

JPLD

N/A

Max(CAGR)

USRT

+5.40%

Winner

JPLD

+6.03%

USRT vs JPLD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USRT	JPLD
2026	+14.62%	+1.04%
2025	+3.39%	+6.01%
2024	+7.56%	+6.58%
2023	+14.00%	+3.23%
2022	-24.01%	N/A
2021	+48.36%	N/A
2020	-6.52%	N/A
2019	+28.98%	N/A
2018	-4.39%	N/A
2017	+4.73%	N/A
2016	+9.79%	N/A
2015	+3.17%	N/A
2014	+29.43%	N/A
2013	-2.53%	N/A
2012	+16.51%	N/A
2011	+7.48%	N/A
2010	+27.25%	N/A
2009	+30.21%	N/A
2008	-37.20%	N/A
2007	-18.58%	N/A

USRT vs JPLD Drawdown Comparison

The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.

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

The current USRT drawdown is -0.08%. The current JPLD drawdown is -0.13%.

Rank	USRT	JPLD
#1	-69.91% May 11, 2007 - May 1, 2012	-1.17% Apr 4, 2025 - Apr 30, 2025
#2	-44.38% Feb 21, 2020 - Apr 21, 2021	-1.00% Feb 27, 2026 - Mar 26, 2026
#3	-31.00% Dec 31, 2021 - Sep 16, 2024	-0.71% Sep 27, 2024 - Nov 29, 2024
#4	-18.70% Nov 27, 2024 - Feb 6, 2026	-0.58% Sep 22, 2023 - Oct 26, 2023
#5	-18.52% May 21, 2013 - Jul 18, 2014	-0.55% Aug 9, 2023 - Aug 29, 2023
#6	-15.79% Jan 26, 2015 - Mar 29, 2016	-0.53% Mar 27, 2024 - May 2, 2024
#7	-14.95% Aug 1, 2016 - Jul 6, 2018	-0.43% Dec 6, 2024 - Jan 15, 2025
#8	-13.10% Dec 6, 2018 - Jan 30, 2019	-0.41% May 7, 2024 - May 9, 2024
#9	-9.02% Sep 14, 2012 - Jan 15, 2013	-0.41% Feb 1, 2024 - Mar 1, 2024
#10	-8.19% Aug 28, 2018 - Dec 6, 2018	-0.40% Nov 8, 2023 - Nov 14, 2023
#11	-8.04% Mar 2, 2026 - Apr 16, 2026	-0.38% Apr 30, 2025 - May 29, 2025
#12	-7.40% May 1, 2012 - Jun 29, 2012	-0.31% Aug 13, 2025 - Aug 20, 2025
#13	-7.23% Sep 2, 2021 - Oct 26, 2021	-0.29% Mar 11, 2024 - Mar 21, 2024
#14	-6.81% Sep 5, 2014 - Oct 23, 2014	-0.29% Aug 31, 2023 - Sep 13, 2023
#15	-6.13% Oct 23, 2019 - Jan 21, 2020	-0.28% Jan 12, 2024 - Jan 29, 2024

Correlation

Correlation between USRT and JPLD is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2007 - 2026)

USRT vs JPLD dividend yield comparison.

Year	USRT	JPLD
2026	0.32%	1.37%
2025	3.07%	4.25%
2024	2.85%	4.47%
2023	3.18%	1.83%
2022	3.46%	0.00%
2021	2.27%	0.00%
2020	3.12%	0.00%
2019	3.34%	0.00%
2018	5.66%	0.00%
2017	3.43%	0.00%
2016	3.98%	0.00%
2015	3.59%	0.00%
2014	3.46%	0.00%
2013	3.84%	0.00%
2012	3.48%	0.00%
2011	3.95%	0.00%
2010	3.56%	0.00%
2009	3.52%	0.00%
2008	9.54%	0.00%
2007	3.51%	0.00%