BBLB vs. JPLD
Compare and contrast key facts about Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF (BBLB) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD).
BBLB and JPLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBLB is a passively managed fund by JPMorgan that tracks the performance of the U.S. Treasury 20+ Year Index. It was launched on Apr 19, 2023. JPLD is an actively managed fund by JPMorgan. It was launched on Feb 2, 1993.
Performance
BBLB vs. JPLD - Performance Comparison
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BBLB vs. JPLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BBLB Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF | 0.38% | 4.26% | -7.84% | 0.99% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 0.38% | 6.01% | 6.49% | 3.23% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with BBLB at 0.38% and JPLD at 0.38%.
BBLB
- 1D
- 0.20%
- 1M
- -3.88%
- YTD
- 0.38%
- 6M
- -0.47%
- 1Y
- 0.02%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JPLD
- 1D
- -0.08%
- 1M
- -0.74%
- YTD
- 0.38%
- 6M
- 1.58%
- 1Y
- 4.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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BBLB vs. JPLD - Expense Ratio Comparison
BBLB has a 0.07% expense ratio, which is lower than JPLD's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
BBLB vs. JPLD — Risk / Return Rank
BBLB
JPLD
BBLB vs. JPLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF (BBLB) 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.
| BBLB | JPLD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | 2.63 | -2.63 |
Sortino ratioReturn per unit of downside risk | 0.08 | 4.05 | -3.97 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.55 | -0.54 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 4.03 | -3.93 |
Martin ratioReturn relative to average drawdown | 0.20 | 19.92 | -19.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBLB | JPLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | 2.63 | -2.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.16 | 3.28 | -3.44 |
Correlation
The correlation between BBLB and JPLD is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BBLB vs. JPLD - Dividend Comparison
BBLB's dividend yield for the trailing twelve months is around 5.15%, more than JPLD's 4.22% yield.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BBLB Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF | 5.15% | 5.03% | 5.34% | 2.82% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 4.22% | 4.24% | 4.47% | 1.83% |
Drawdowns
BBLB vs. JPLD - Drawdown Comparison
The maximum BBLB drawdown since its inception was -21.06%, which is greater than JPLD's maximum drawdown of -1.17%. Use the drawdown chart below to compare losses from any high point for BBLB and JPLD.
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Drawdown Indicators
| BBLB | JPLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.06% | -1.17% | -19.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.32% | -1.17% | -8.15% |
Current DrawdownCurrent decline from peak | -8.26% | -0.74% | -7.52% |
Average DrawdownAverage peak-to-trough decline | -8.94% | -0.14% | -8.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 0.24% | +4.20% |
Volatility
BBLB vs. JPLD - Volatility Comparison
Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF (BBLB) has a higher volatility of 3.82% compared to J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) at 0.54%. This indicates that BBLB'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.
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Volatility by Period
| BBLB | JPLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 0.54% | +3.28% |
Volatility (6M)Calculated over the trailing 6-month period | 6.62% | 0.99% | +5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.34% | 1.79% | +9.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 1.86% | +12.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.09% | 1.86% | +12.23% |