AVIV vs. JPLD

Last updated Jun 14, 2026

AVIV (Avantis International Large Cap Value ETF) and JPLD (J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF) are both exchange-traded funds - AVIV is a Foreign Large Cap Equities fund actively managed by Avantis, while JPLD is a Short-Term Bond fund actively managed by JPMorgan. Both are actively managed. Over the past year, AVIV returned 32.22% vs 4.59% for JPLD. At a 0.19 correlation, their price movements are largely independent. AVIV charges 0.25%/yr vs 0.24%/yr for JPLD.

Performance

AVIV vs. JPLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis International Large Cap Value ETF (AVIV) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AVIV achieves a 12.06% return, which is significantly higher than JPLD's 1.20% return.

AVIV

• 1D: 0.59%
• 1M: 2.12%
• YTD: 12.06%
• 6M: 13.52%
• 1Y: 32.22%
• 3Y*: 21.41%
• 5Y*: —
• 10Y*: —

JPLD

• 1D: -0.04%
• 1M: 0.34%
• YTD: 1.20%
• 6M: 1.54%
• 1Y: 4.59%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVIV vs. JPLD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
AVIV Avantis International Large Cap Value ETF	12.06%	41.80%	4.30%	3.26%
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF	1.20%	6.01%	6.49%	3.15%

Correlation

The correlation between AVIV and JPLD is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.23
Correlation (All Time) Calculated using the full available price history since Jul 31, 2023	0.19

Return for Risk

AVIV vs. JPLD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVIV

AVIV Risk / Return Rank: 74
AVIV Sharpe Ratio Rank: 77
AVIV Sortino Ratio Rank: 77
AVIV Omega Ratio Rank: 77
AVIV Calmar Ratio Rank: 66
AVIV Martin Ratio Rank: 71

JPLD

JPLD Risk / Return Rank: 93
JPLD Sharpe Ratio Rank: 94
JPLD Sortino Ratio Rank: 96
JPLD Omega Ratio Rank: 95
JPLD Calmar Ratio Rank: 88
JPLD Martin Ratio Rank: 93

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVIV vs. JPLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis International Large Cap Value ETF (AVIV) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AVIV	JPLD	Difference
Sharpe ratio: Return per unit of total volatility	2.15	3.17	-1.02
Sortino ratio: Return per unit of downside risk	2.96	5.11	-2.16
Omega ratio: Gain probability vs. loss probability	1.39	1.66	-0.27
Calmar ratio: Return relative to maximum drawdown	2.91	4.54	-1.63
Martin ratio: Return relative to average drawdown	11.35	21.02	-9.67

AVIV vs. JPLD - Sharpe Ratio Comparison

The current AVIV Sharpe Ratio is 2.15, which is lower than the JPLD Sharpe Ratio of 3.17. The chart below compares the historical Sharpe Ratios of AVIV and JPLD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AVIV vs. JPLD - Drawdown Comparison

The maximum AVIV drawdown since its inception was -27.69%, which is greater than JPLD's maximum drawdown of -1.17%. Use the drawdown chart below to compare losses from any high point for AVIV and JPLD.

Drawdown Indicators

	AVIV	JPLD	Difference
Max Drawdown Largest peak-to-trough decline	-27.69%	-1.17%	-26.52%
Max Drawdown (1Y) Largest decline over 1 year	-10.78%	-1.00%	-9.78%
Max Drawdown (3Y) Largest decline over 3 years	-14.13%	—	—
Current Drawdown Current decline from peak	-0.89%	-0.04%	-0.85%
Average Drawdown Average peak-to-trough decline	-5.10%	-0.15%	-4.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.76%	0.22%	+2.54%

Volatility

AVIV vs. JPLD - Volatility Comparison

Avantis International Large Cap Value ETF (AVIV) has a higher volatility of 5.13% compared to J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) at 0.38%. This indicates that AVIV's price experiences larger fluctuations and is considered to be riskier than JPLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVIV	JPLD	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.13%	0.38%	+4.75%
Volatility (6M) Calculated over the trailing 6-month period	12.33%	0.97%	+11.36%
Volatility (1Y) Calculated over the trailing 1-year period	14.61%	1.46%	+13.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.93%	1.83%	+15.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.93%	1.83%	+15.10%

AVIV vs. JPLD - Expense Ratio Comparison

AVIV has a 0.25% expense ratio, which is higher than JPLD's 0.24% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

AVIV vs. JPLD - Dividend Comparison

AVIV's dividend yield for the trailing twelve months is around 3.95%, less than JPLD's 4.20% yield.

Position	TTM	2025	2024	2023	2022	2021
AVIV Avantis International Large Cap Value ETF	3.95%	3.01%	3.46%	3.64%	2.84%	0.57%
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF	4.20%	4.24%	4.47%	1.83%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AVIV and JPLD in my portfolio?

AVIV and JPLD have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AVIV or JPLD?

AVIV has higher volatility (5.13%) compared to JPLD (0.38%). In terms of maximum drawdown, AVIV dropped -27.69% vs JPLD's -1.17%.

Which ETF is better, AVIV or JPLD?

On 1-year performance, AVIV leads with 32.22% vs 4.59% for JPLD. On fees, JPLD is cheaper at 0.24% per year. On volatility, JPLD has been the lower-risk option at 0.38%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVIV or JPLD?

Over the 1-year period, AVIV has performed better with a 32.22% return vs 4.59%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVIV or JPLD?

JPLD is cheaper with a 0.24% expense ratio, compared with 0.25% for AVIV.

Which ETF pays a higher dividend yield, AVIV or JPLD?

JPLD has the higher dividend yield at 4.20%, compared with 3.95% for AVIV.

What is the main difference between AVIV and JPLD?

AVIV is categorized as Foreign Large Cap Equities, while JPLD is Short-Term Bond. They also come from different issuers: Avantis and JPMorgan. Their fees differ too: 0.25% for AVIV and 0.24% for JPLD.

Which has better risk-adjusted returns?

JPLD currently has the higher Sharpe Ratio (3.17 vs 2.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.