JSDSX vs. SPUS
Compare and contrast key facts about JPMorgan Short Duration Core Plus Fund (JSDSX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
JSDSX is managed by JPMorgan. It was launched on Mar 1, 2013. SPUS is a passively managed fund by Toroso Investments that tracks the performance of the S&P 500 Shariah Industry Exclusions Index. It was launched on Dec 18, 2019.
Performance
JSDSX vs. SPUS - Performance Comparison
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JSDSX vs. SPUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JSDSX JPMorgan Short Duration Core Plus Fund | -0.30% | 6.57% | 5.26% | 6.12% | -5.95% | 0.21% | 5.13% | 0.21% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | -5.55% | 19.77% | 26.49% | 34.24% | -22.76% | 35.92% | 25.68% | 0.81% |
Returns By Period
In the year-to-date period, JSDSX achieves a -0.30% return, which is significantly higher than SPUS's -5.55% return.
JSDSX
- 1D
- 0.21%
- 1M
- -1.37%
- YTD
- -0.30%
- 6M
- 0.99%
- 1Y
- 4.42%
- 3Y*
- 5.18%
- 5Y*
- 2.27%
- 10Y*
- 3.59%
SPUS
- 1D
- 3.24%
- 1M
- -5.39%
- YTD
- -5.55%
- 6M
- -2.24%
- 1Y
- 24.49%
- 3Y*
- 19.34%
- 5Y*
- 13.72%
- 10Y*
- —
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JSDSX vs. SPUS - Expense Ratio Comparison
JSDSX has a 0.60% expense ratio, which is higher than SPUS's 0.49% expense ratio.
Return for Risk
JSDSX vs. SPUS — Risk / Return Rank
JSDSX
SPUS
JSDSX vs. SPUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Short Duration Core Plus Fund (JSDSX) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS). 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.
| JSDSX | SPUS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.22 | 1.18 | +1.04 |
Sortino ratioReturn per unit of downside risk | 3.38 | 1.80 | +1.58 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.26 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.95 | 1.96 | +0.99 |
Martin ratioReturn relative to average drawdown | 14.36 | 8.40 | +5.96 |
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
| JSDSX | SPUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.22 | 1.18 | +1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.72 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.22 | 0.75 | +0.47 |
Correlation
The correlation between JSDSX and SPUS is 0.18, 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
JSDSX vs. SPUS - Dividend Comparison
JSDSX's dividend yield for the trailing twelve months is around 3.92%, more than SPUS's 0.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSDSX JPMorgan Short Duration Core Plus Fund | 3.92% | 3.88% | 3.91% | 3.33% | 2.51% | 1.86% | 2.39% | 2.66% | 2.68% | 3.93% | 4.72% | 4.81% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.63% | 0.60% | 0.70% | 0.87% | 1.21% | 1.15% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JSDSX vs. SPUS - Drawdown Comparison
The maximum JSDSX drawdown since its inception was -8.93%, smaller than the maximum SPUS drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for JSDSX and SPUS.
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Drawdown Indicators
| JSDSX | SPUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.93% | -30.80% | +21.87% |
Max Drawdown (1Y)Largest decline over 1 year | -1.58% | -12.76% | +11.18% |
Max Drawdown (5Y)Largest decline over 5 years | -8.93% | -28.06% | +19.13% |
Max Drawdown (10Y)Largest decline over 10 years | -8.93% | — | — |
Current DrawdownCurrent decline from peak | -1.37% | -7.77% | +6.40% |
Average DrawdownAverage peak-to-trough decline | -1.29% | -6.35% | +5.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.32% | 2.98% | -2.66% |
Volatility
JSDSX vs. SPUS - Volatility Comparison
The current volatility for JPMorgan Short Duration Core Plus Fund (JSDSX) is 0.66%, while SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a volatility of 6.04%. This indicates that JSDSX experiences smaller price fluctuations and is considered to be less risky than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JSDSX | SPUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.66% | 6.04% | -5.38% |
Volatility (6M)Calculated over the trailing 6-month period | 1.16% | 11.25% | -10.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.01% | 20.90% | -18.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.61% | 19.20% | -16.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.37% | 21.43% | -19.06% |