JPLD vs. BBSA
Compare and contrast key facts about J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) and JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA).
JPLD and BBSA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPLD is an actively managed fund by JPMorgan. It was launched on Feb 2, 1993. BBSA is a passively managed fund by JPMorgan Chase that tracks the performance of the Bloomberg Barclays Short-Term US Aggregate Bond Index. It was launched on Mar 12, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPLD or BBSA.
Correlation
The correlation between JPLD and BBSA is 0.68, 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.
Performance
JPLD vs. BBSA - Performance Comparison
Key characteristics
Returns By Period
JPLD
0.43%
0.66%
2.71%
6.59%
N/A
N/A
BBSA
N/A
N/A
N/A
N/A
N/A
N/A
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JPLD vs. BBSA - Expense Ratio Comparison
JPLD has a 0.24% expense ratio, which is higher than BBSA's 0.05% 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%.
Risk-Adjusted Performance
JPLD vs. BBSA — Risk-Adjusted Performance Rank
JPLD
BBSA
JPLD vs. BBSA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) and JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA). 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.
Dividends
JPLD vs. BBSA - Dividend Comparison
JPLD's dividend yield for the trailing twelve months is around 4.45%, while BBSA has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 4.45% | 4.47% | 1.83% | 0.00% | 0.00% | 0.00% | 0.00% |
BBSA JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF | 2.84% | 2.84% | 2.93% | 1.57% | 1.67% | 2.04% | 2.02% |
Drawdowns
JPLD vs. BBSA - Drawdown Comparison
Volatility
JPLD vs. BBSA - Volatility Comparison
J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) has a higher volatility of 0.43% compared to JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) at 0.00%. This indicates that JPLD's price experiences larger fluctuations and is considered to be riskier than BBSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.