VBND vs JCAL
Comparison between VIDENT U.S. BOND STRATEGY ETF (VBND, ETF) and JPMorgan California Tax Free Bond ETF (JCAL, ETF).
VBND vs JCAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VBND
$510M
JCAL
$510M
Expense Ratio
VBND
0.41%
Winner
JCAL
0.34%
Max Drawdown
VBND
21.99%
Winner
JCAL
1.39%
Sharpe Ratio
Winner
VBND
0.02
JCAL
-3.88
5Y Beta
Winner
VBND
0.04
JCAL
0.05
5Y Dividends CAGR
VBND
20.36%
JCAL
N/A
VBND vs JCAL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VBND
-0.46%
JCAL
-0.64%
3M
VBND
-0.49%
JCAL
N/A
6M
VBND
+0.13%
JCAL
N/A
1Y
VBND
+3.68%
JCAL
N/A
5Y(CAGR)
VBND
+0.04%
JCAL
N/A
10Y(CAGR)
VBND
+1.34%
JCAL
N/A
Max(CAGR)
Winner
VBND
+1.60%
JCAL
-4.55%
VBND vs JCAL - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | VBND | JCAL |
|---|---|---|
| 2026 | +0.34% | -0.46% |
| 2025 | +6.80% | N/A |
| 2024 | +1.82% | N/A |
| 2023 | +7.33% | N/A |
| 2022 | -13.63% | N/A |
| 2021 | -0.46% | N/A |
| 2020 | +5.06% | N/A |
| 2019 | +9.45% | N/A |
| 2018 | -0.79% | N/A |
| 2017 | +2.75% | N/A |
| 2016 | +2.13% | N/A |
| 2015 | -0.26% | N/A |
| 2014 | -0.37% | N/A |
VBND vs JCAL Drawdown Comparison
The maximum drawdown for VBND was -18.97%, occurring on Oct 24, 2022. Recovery took 1062 trading sessions.
The maximum drawdown for JCAL was -1.12%, occurring on Jul 21, 2026. This drawdown has not yet recovered.
The current VBND drawdown is -1.33%. The current JCAL drawdown is -1.12%.
| Rank | VBND | JCAL |
|---|---|---|
| #1 | -18.97% Aug 3, 2021 - Oct 24, 2025 | -1.12% Jun 29, 2026 - Jul 21, 2026 |
| #2 | -12.08% Mar 6, 2020 - Jul 23, 2020 | -0.12% Jun 18, 2026 - Jun 24, 2026 |
| #3 | -5.25% Sep 28, 2016 - Sep 5, 2017 | -0.06% Jun 16, 2026 - Jun 18, 2026 |
| #4 | -4.92% Sep 8, 2017 - Mar 20, 2019 | N/A |
| #5 | -3.66% Jan 26, 2021 - Jul 15, 2021 | N/A |
| #6 | -2.97% Apr 17, 2015 - Feb 2, 2016 | N/A |
| #7 | -2.82% Feb 27, 2026 - Mar 27, 2026 | N/A |
| #8 | -2.01% Jan 30, 2015 - Apr 14, 2015 | N/A |
| #9 | -1.91% Sep 4, 2019 - Jan 3, 2020 | N/A |
| #10 | -1.80% Oct 24, 2025 - Feb 12, 2026 | N/A |
| #11 | -1.64% Aug 4, 2020 - Nov 27, 2020 | N/A |
| #12 | -1.39% Feb 11, 2016 - Mar 31, 2016 | N/A |
| #13 | -1.17% Sep 7, 2016 - Sep 28, 2016 | N/A |
| #14 | -1.12% Oct 16, 2014 - Jan 5, 2015 | N/A |
| #15 | -1.10% Apr 7, 2016 - Jun 3, 2016 | N/A |
Correlation
Correlation between VBND and JCAL is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2014 - 2026)
VBND vs JCAL dividend yield comparison.
| Year | VBND | JCAL |
|---|---|---|
| 2026 | 2.42% | 0.27% |
| 2025 | 4.22% | 0.00% |
| 2024 | 4.41% | 0.00% |
| 2023 | 3.88% | 0.00% |
| 2022 | 2.55% | 0.00% |
| 2021 | 1.56% | 0.00% |
| 2020 | 1.98% | 0.00% |
| 2019 | 3.14% | 0.00% |
| 2018 | 2.82% | 0.00% |
| 2017 | 2.00% | 0.00% |
| 2016 | 3.12% | 0.00% |
| 2015 | 1.49% | 0.00% |
| 2014 | 0.11% | 0.00% |
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