UTWO vs. JPLD
Compare and contrast key facts about US Treasury 2 Year Note ETF (UTWO) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD).
UTWO and JPLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UTWO is a passively managed fund by US Benchmark Series that tracks the performance of the ICE BofA Current 2 Year US Treasury Index - Benchmark TR Gross. It was launched on Aug 8, 2022. 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: UTWO or JPLD.
Correlation
The correlation between UTWO and JPLD is 0.01, 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.
Performance
UTWO vs. JPLD - Performance Comparison
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Key characteristics
UTWO:
2.98
JPLD:
3.36
UTWO:
4.77
JPLD:
5.62
UTWO:
1.62
JPLD:
1.77
UTWO:
4.80
JPLD:
5.78
UTWO:
12.85
JPLD:
25.31
UTWO:
0.40%
JPLD:
0.27%
UTWO:
1.75%
JPLD:
1.89%
UTWO:
-2.04%
JPLD:
-1.17%
UTWO:
-0.67%
JPLD:
-0.38%
Returns By Period
The year-to-date returns for both stocks are quite close, with UTWO having a 1.69% return and JPLD slightly lower at 1.64%.
UTWO
1.69%
0.16%
2.33%
5.18%
N/A
N/A
JPLD
1.64%
0.70%
2.36%
6.28%
N/A
N/A
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UTWO vs. JPLD - Expense Ratio Comparison
UTWO has a 0.15% 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%.
Risk-Adjusted Performance
UTWO vs. JPLD — Risk-Adjusted Performance Rank
UTWO
JPLD
UTWO vs. JPLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Treasury 2 Year Note ETF (UTWO) 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.
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Dividends
UTWO vs. JPLD - Dividend Comparison
UTWO's dividend yield for the trailing twelve months is around 4.10%, less than JPLD's 4.41% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
UTWO US Treasury 2 Year Note ETF | 4.10% | 4.22% | 4.39% | 1.22% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 4.41% | 4.47% | 1.83% | 0.00% |
Drawdowns
UTWO vs. JPLD - Drawdown Comparison
The maximum UTWO drawdown since its inception was -2.04%, which is greater than JPLD's maximum drawdown of -1.17%. Use the drawdown chart below to compare losses from any high point for UTWO and JPLD. For additional features, visit the drawdowns tool.
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Volatility
UTWO vs. JPLD - Volatility Comparison
The current volatility for US Treasury 2 Year Note ETF (UTWO) is 0.64%, while J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) has a volatility of 0.75%. This indicates that UTWO experiences smaller price fluctuations and is considered to be less risky than JPLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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