JPLD vs. CGSD
Compare and contrast key facts about J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) and Capital Group Short Duration Income ETF (CGSD).
JPLD and CGSD 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. CGSD is an actively managed fund by Capital Group. It was launched on Oct 25, 2022.
Performance
JPLD vs. CGSD - Performance Comparison
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JPLD vs. CGSD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 0.38% | 6.01% | 6.49% | 3.23% |
CGSD Capital Group Short Duration Income ETF | 0.13% | 6.11% | 5.46% | 3.31% |
Returns By Period
In the year-to-date period, JPLD achieves a 0.38% return, which is significantly higher than CGSD's 0.13% return.
JPLD
- 1D
- -0.08%
- 1M
- -0.74%
- YTD
- 0.38%
- 6M
- 1.58%
- 1Y
- 4.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CGSD
- 1D
- 0.16%
- 1M
- -0.67%
- YTD
- 0.13%
- 6M
- 1.45%
- 1Y
- 4.48%
- 3Y*
- 5.01%
- 5Y*
- —
- 10Y*
- —
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JPLD vs. CGSD - Expense Ratio Comparison
JPLD has a 0.24% expense ratio, which is lower than CGSD's 0.25% 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
JPLD vs. CGSD — Risk / Return Rank
JPLD
CGSD
JPLD vs. CGSD - Risk-Adjusted Trends 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 Capital Group Short Duration Income ETF (CGSD). 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.
| JPLD | CGSD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.63 | 2.67 | -0.04 |
Sortino ratioReturn per unit of downside risk | 4.05 | 4.13 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.55 | 1.57 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 4.03 | 3.99 | +0.04 |
Martin ratioReturn relative to average drawdown | 19.92 | 18.82 | +1.10 |
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
| JPLD | CGSD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.63 | 2.67 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 3.28 | 2.42 | +0.86 |
Correlation
The correlation between JPLD and CGSD is 0.58, 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
JPLD vs. CGSD - Dividend Comparison
JPLD's dividend yield for the trailing twelve months is around 4.22%, less than CGSD's 4.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 4.22% | 4.24% | 4.47% | 1.83% | 0.00% |
CGSD Capital Group Short Duration Income ETF | 4.49% | 4.48% | 4.57% | 4.43% | 0.64% |
Drawdowns
JPLD vs. CGSD - Drawdown Comparison
The maximum JPLD drawdown since its inception was -1.17%, smaller than the maximum CGSD drawdown of -1.75%. Use the drawdown chart below to compare losses from any high point for JPLD and CGSD.
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Drawdown Indicators
| JPLD | CGSD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.17% | -1.75% | +0.58% |
Max Drawdown (1Y)Largest decline over 1 year | -1.17% | -1.11% | -0.06% |
Current DrawdownCurrent decline from peak | -0.74% | -0.67% | -0.07% |
Average DrawdownAverage peak-to-trough decline | -0.14% | -0.29% | +0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 0.24% | 0.00% |
Volatility
JPLD vs. CGSD - Volatility Comparison
The current volatility for J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) is 0.54%, while Capital Group Short Duration Income ETF (CGSD) has a volatility of 0.64%. This indicates that JPLD experiences smaller price fluctuations and is considered to be less risky than CGSD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPLD | CGSD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.54% | 0.64% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 0.99% | 0.96% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.79% | 1.68% | +0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.86% | 2.20% | -0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.86% | 2.20% | -0.34% |