PFIG vs. JPLD
Compare and contrast key facts about Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD).
PFIG and JPLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PFIG is a passively managed fund by Invesco that tracks the performance of the RAFI Bonds US Investment Grade 1-10 Index. It was launched on Sep 15, 2011. JPLD is an actively managed fund by JPMorgan. It was launched on Feb 2, 1993.
Performance
PFIG vs. JPLD - Performance Comparison
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PFIG vs. JPLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF | -0.07% | 7.87% | 3.13% | 4.30% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 0.50% | 6.01% | 6.49% | 3.23% |
Returns By Period
In the year-to-date period, PFIG achieves a -0.07% return, which is significantly lower than JPLD's 0.50% return.
PFIG
- 1D
- -0.06%
- 1M
- -1.04%
- YTD
- -0.07%
- 6M
- 0.93%
- 1Y
- 5.18%
- 3Y*
- 4.97%
- 5Y*
- 1.55%
- 10Y*
- 2.58%
JPLD
- 1D
- 0.12%
- 1M
- -0.50%
- YTD
- 0.50%
- 6M
- 1.56%
- 1Y
- 4.72%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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PFIG vs. JPLD - Expense Ratio Comparison
PFIG has a 0.22% expense ratio, which is lower than JPLD's 0.24% 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
PFIG vs. JPLD — Risk / Return Rank
PFIG
JPLD
PFIG vs. JPLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) 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.
| PFIG | JPLD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 2.65 | -1.22 |
Sortino ratioReturn per unit of downside risk | 1.98 | 4.08 | -2.10 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.55 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 2.63 | 4.10 | -1.47 |
Martin ratioReturn relative to average drawdown | 9.50 | 20.00 | -10.50 |
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
| PFIG | JPLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 2.65 | -1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 3.30 | -2.77 |
Correlation
The correlation between PFIG and JPLD is 0.62, 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
PFIG vs. JPLD - Dividend Comparison
PFIG's dividend yield for the trailing twelve months is around 4.35%, more than JPLD's 4.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF | 4.35% | 4.15% | 4.12% | 3.54% | 2.58% | 3.34% | 2.81% | 2.92% | 2.88% | 2.54% | 2.58% | 2.57% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 4.22% | 4.24% | 4.47% | 1.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFIG vs. JPLD - Drawdown Comparison
The maximum PFIG drawdown since its inception was -15.58%, which is greater than JPLD's maximum drawdown of -1.17%. Use the drawdown chart below to compare losses from any high point for PFIG and JPLD.
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Drawdown Indicators
| PFIG | JPLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.58% | -1.17% | -14.41% |
Max Drawdown (1Y)Largest decline over 1 year | -2.03% | -1.17% | -0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -15.58% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -15.58% | — | — |
Current DrawdownCurrent decline from peak | -1.22% | -0.62% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -0.14% | -2.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.56% | 0.24% | +0.32% |
Volatility
PFIG vs. JPLD - Volatility Comparison
Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) has a higher volatility of 1.42% compared to J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) at 0.56%. This indicates that PFIG'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.
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Volatility by Period
| PFIG | JPLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 0.56% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 2.19% | 0.99% | +1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.66% | 1.79% | +1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.91% | 1.86% | +3.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.24% | 1.86% | +3.38% |