JPHY vs. JPLD
Compare and contrast key facts about JPMorgan High Yield Research Enhanced ETF (JPHY) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD).
JPHY and JPLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPHY is an actively managed fund by JPMorgan. It was launched on Sep 14, 2016. JPLD is an actively managed fund by JPMorgan. It was launched on Feb 2, 1993.
Performance
JPHY vs. JPLD - Performance Comparison
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JPHY vs. JPLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
JPHY JPMorgan High Yield Research Enhanced ETF | 0.16% | 4.00% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 0.38% | 2.91% |
Returns By Period
In the year-to-date period, JPHY achieves a 0.16% return, which is significantly lower than JPLD's 0.38% return.
JPHY
- 1D
- 0.79%
- 1M
- -0.35%
- YTD
- 0.16%
- 6M
- 1.46%
- 1Y
- —
- 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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JPHY vs. JPLD - Expense Ratio Comparison
Both JPHY and JPLD have an expense ratio of 0.24%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
JPHY vs. JPLD — Risk / Return Rank
JPHY
JPLD
JPHY vs. JPLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan High Yield Research Enhanced ETF (JPHY) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| JPHY | JPLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.78 | 3.28 | -1.49 |
Correlation
The correlation between JPHY and JPLD is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JPHY vs. JPLD - Dividend Comparison
JPHY's dividend yield for the trailing twelve months is around 4.39%, more than JPLD's 4.22% yield.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
JPHY JPMorgan High Yield Research Enhanced ETF | 4.39% | 3.32% | 0.00% | 0.00% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 3.87% | 4.24% | 4.47% | 1.83% |
Drawdowns
JPHY vs. JPLD - Drawdown Comparison
The maximum JPHY drawdown since its inception was -1.65%, which is greater than JPLD's maximum drawdown of -1.17%. Use the drawdown chart below to compare losses from any high point for JPHY and JPLD.
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Drawdown Indicators
| JPHY | JPLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.65% | -1.17% | -0.48% |
Max Drawdown (1Y)Largest decline over 1 year | — | -1.17% | — |
Current DrawdownCurrent decline from peak | -0.65% | -0.74% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -0.23% | -0.14% | -0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.24% | — |
Volatility
JPHY vs. JPLD - Volatility Comparison
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Volatility by Period
| JPHY | JPLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.54% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.99% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.09% | 1.79% | +1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.09% | 1.86% | +1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.09% | 1.86% | +1.23% |