IDV vs. JPLD
IDV (iShares International Select Dividend ETF) and JPLD (J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF) are both exchange-traded funds - IDV is a Global Equities fund tracking the Dow Jones EPAC Select Dividend, while JPLD is a Short-Term Bond fund actively managed by JPMorgan. IDV is passively managed, while JPLD is actively managed. Over the past year, IDV returned 35.47% vs 4.65% for JPLD. At a 0.21 correlation, their price movements are largely independent. IDV charges 0.49%/yr vs 0.24%/yr for JPLD.
Performance
IDV vs. JPLD - Performance Comparison
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Returns By Period
In the year-to-date period, IDV achieves a 12.82% return, which is significantly higher than JPLD's 1.25% return.
IDV
- 1D
- -0.69%
- 1M
- -0.26%
- YTD
- 12.82%
- 6M
- 14.44%
- 1Y
- 35.47%
- 3Y*
- 24.42%
- 5Y*
- 12.20%
- 10Y*
- 10.65%
JPLD
- 1D
- 0.06%
- 1M
- 0.39%
- YTD
- 1.25%
- 6M
- 1.51%
- 1Y
- 4.65%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDV vs. JPLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 12.82% | 52.16% | 4.00% | 5.49% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 1.25% | 6.01% | 6.49% | 3.15% |
Correlation
The correlation between IDV and JPLD is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jul 31, 2023 | 0.21 |
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Return for Risk
IDV vs. JPLD — Risk / Return Rank
IDV
JPLD
IDV vs. JPLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Select Dividend ETF (IDV) 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.
| IDV | JPLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.52 | ||
| Sortino ratioReturn per unit of downside risk | -1.67 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.68 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 4.18 | 4.65 | -0.47 |
| Martin ratioReturn relative to average drawdown | 15.48 | 21.55 | -6.07 |
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Drawdowns
IDV vs. JPLD - Drawdown Comparison
The maximum IDV drawdown since its inception was -70.14%, which is greater than JPLD's maximum drawdown of -1.17%. Use the drawdown chart below to compare losses from any high point for IDV and JPLD.
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Drawdown Indicators
| IDV | JPLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.14% | -1.17% | -68.97% |
Max Drawdown (1Y)Largest decline over 1 year | -8.52% | -1.00% | -7.52% |
Max Drawdown (3Y)Largest decline over 3 years | -11.86% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -29.19% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.50% | — | — |
Current DrawdownCurrent decline from peak | -2.37% | 0.00% | -2.37% |
Average DrawdownAverage peak-to-trough decline | -15.38% | -0.15% | -15.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 0.22% | +2.08% |
Volatility
IDV vs. JPLD - Volatility Comparison
iShares International Select Dividend ETF (IDV) has a higher volatility of 4.28% compared to J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) at 0.38%. This indicates that IDV'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
| IDV | JPLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 0.38% | +3.90% |
Volatility (6M)Calculated over the trailing 6-month period | 10.90% | 0.97% | +9.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.07% | 1.44% | +11.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.59% | 1.83% | +13.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.93% | 1.83% | +16.10% |
IDV vs. JPLD - Expense Ratio Comparison
IDV has a 0.49% expense ratio, which is higher than JPLD's 0.24% expense ratio.
Dividends
IDV vs. JPLD - Dividend Comparison
IDV's dividend yield for the trailing twelve months is around 7.09%, more than JPLD's 4.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 7.09% | 4.94% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 4.20% | 4.24% | 4.47% | 1.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IDV and JPLD have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDV has higher volatility (4.28%) compared to JPLD (0.38%). In terms of maximum drawdown, IDV dropped -70.14% vs JPLD's -1.17%.
On 1-year performance, IDV leads with 35.47% vs 4.65% 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.
Over the 1-year period, IDV has performed better with a 35.47% return vs 4.65%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
JPLD is cheaper with a 0.24% expense ratio, compared with 0.49% for IDV.
IDV has the higher dividend yield at 7.09%, compared with 4.20% for JPLD.
IDV is categorized as Global Equities, while JPLD is Short-Term Bond. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.49% for IDV and 0.24% for JPLD.
JPLD currently has the higher Sharpe Ratio (3.25 vs 2.73), 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.
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