JSCP vs. JPLD
Compare and contrast key facts about JPMorgan Short Duration Core Plus ETF (JSCP) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD).
JSCP and JPLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JSCP is an actively managed fund by JPMorgan. It was launched on Mar 1, 2021. JPLD is an actively managed fund by JPMorgan. It was launched on Feb 2, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JSCP or JPLD.
Key characteristics
| JSCP | JPLD | |
|---|---|---|
| YTD Return | 5.39% | 6.15% |
| 1Y Return | 9.42% | 9.15% |
| Sharpe Ratio | 3.04 | 4.43 |
| Daily Std Dev | 3.09% | 2.05% |
| Max Drawdown | -8.91% | -0.58% |
| Current Drawdown | -0.06% | 0.00% |
Correlation
The correlation between JSCP and JPLD is 0.74, 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.
Performance
JSCP vs. JPLD - Performance Comparison
In the year-to-date period, JSCP achieves a 5.39% return, which is significantly lower than JPLD's 6.15% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JSCP vs. JPLD - Expense Ratio Comparison
JSCP has a 0.33% expense ratio, which is higher than JPLD's 0.24% expense ratio.
Risk-Adjusted Performance
JSCP vs. JPLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Short Duration Core Plus ETF (JSCP) 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.
Dividends
JSCP vs. JPLD - Dividend Comparison
JSCP's dividend yield for the trailing twelve months is around 4.51%, more than JPLD's 4.39% yield.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
JSCP JPMorgan Short Duration Core Plus ETF | 4.51% | 4.13% | 2.51% | 1.08% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 4.39% | 1.83% | 0.00% | 0.00% |
Drawdowns
JSCP vs. JPLD - Drawdown Comparison
The maximum JSCP drawdown since its inception was -8.91%, which is greater than JPLD's maximum drawdown of -0.58%. Use the drawdown chart below to compare losses from any high point for JSCP and JPLD. For additional features, visit the drawdowns tool.
Volatility
JSCP vs. JPLD - Volatility Comparison
JPMorgan Short Duration Core Plus ETF (JSCP) has a higher volatility of 0.51% compared to J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) at 0.41%. This indicates that JSCP'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.