BSV vs. JPLD
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund ETF Shares (BSV) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD).
BSV and JPLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSV is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. 1–5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007. JPLD is an actively managed fund by JPMorgan. It was launched on Feb 2, 1993.
Performance
BSV vs. JPLD - Performance Comparison
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BSV vs. JPLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 0.16% | 6.00% | 3.78% | 3.23% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 0.50% | 6.01% | 6.49% | 3.23% |
Returns By Period
In the year-to-date period, BSV achieves a 0.16% return, which is significantly lower than JPLD's 0.50% return.
BSV
- 1D
- 0.02%
- 1M
- -0.57%
- YTD
- 0.16%
- 6M
- 1.15%
- 1Y
- 4.05%
- 3Y*
- 4.27%
- 5Y*
- 1.68%
- 10Y*
- 1.97%
JPLD
- 1D
- 0.12%
- 1M
- -0.50%
- YTD
- 0.50%
- 6M
- 1.56%
- 1Y
- 4.72%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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BSV vs. JPLD - Expense Ratio Comparison
BSV has a 0.03% 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
BSV vs. JPLD — Risk / Return Rank
BSV
JPLD
BSV vs. JPLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund ETF Shares (BSV) 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.
| BSV | JPLD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.04 | 2.65 | -0.61 |
Sortino ratioReturn per unit of downside risk | 3.25 | 4.08 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.55 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 3.23 | 4.10 | -0.87 |
Martin ratioReturn relative to average drawdown | 12.23 | 20.00 | -7.76 |
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
| BSV | JPLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | 2.65 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 3.30 | -2.44 |
Correlation
The correlation between BSV and JPLD is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BSV vs. JPLD - Dividend Comparison
BSV's dividend yield for the trailing twelve months is around 3.93%, less than JPLD's 4.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 3.93% | 3.83% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.48% | 1.40% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 4.22% | 4.24% | 4.47% | 1.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BSV vs. JPLD - Drawdown Comparison
The maximum BSV drawdown since its inception was -8.54%, which is greater than JPLD's maximum drawdown of -1.17%. Use the drawdown chart below to compare losses from any high point for BSV and JPLD.
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Drawdown Indicators
| BSV | JPLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.54% | -1.17% | -7.37% |
Max Drawdown (1Y)Largest decline over 1 year | -1.29% | -1.17% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -8.54% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -8.54% | — | — |
Current DrawdownCurrent decline from peak | -0.76% | -0.62% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -0.98% | -0.14% | -0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 0.24% | +0.10% |
Volatility
BSV vs. JPLD - Volatility Comparison
Vanguard Short-Term Bond Index Fund ETF Shares (BSV) has a higher volatility of 0.78% compared to J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) at 0.56%. This indicates that BSV'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
| BSV | JPLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.78% | 0.56% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 1.19% | 0.99% | +0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.00% | 1.79% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.71% | 1.86% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.37% | 1.86% | +0.51% |