ZTRE vs. JPLD
Compare and contrast key facts about F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD).
ZTRE and JPLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZTRE is a passively managed fund by F/m that tracks the performance of the ICE 3-Year US Target Maturity Corporate Index - Benchmark TR Gross. It was launched on Jan 10, 2024. JPLD is an actively managed fund by JPMorgan. It was launched on Feb 2, 1993.
Performance
ZTRE vs. JPLD - Performance Comparison
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ZTRE vs. JPLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ZTRE F/M 3-Year Investment Grade Corporate Bond ETF | -0.00% | 6.60% | 0.38% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 0.38% | 6.01% | 0.19% |
Returns By Period
ZTRE
- 1D
- 0.34%
- 1M
- -0.78%
- YTD
- -0.00%
- 6M
- 1.22%
- 1Y
- 4.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JPLD
- 1D
- -0.08%
- 1M
- -0.74%
- YTD
- 0.38%
- 6M
- 1.58%
- 1Y
- 4.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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ZTRE vs. JPLD - Expense Ratio Comparison
ZTRE 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%.
Return for Risk
ZTRE vs. JPLD — Risk / Return Rank
ZTRE
JPLD
ZTRE vs. JPLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) 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.
| ZTRE | JPLD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.13 | 2.63 | -0.50 |
Sortino ratioReturn per unit of downside risk | 3.22 | 4.05 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.55 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 3.18 | 4.03 | -0.85 |
Martin ratioReturn relative to average drawdown | 13.40 | 19.92 | -6.52 |
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
| ZTRE | JPLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.13 | 2.63 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.60 | 3.28 | -0.68 |
Correlation
The correlation between ZTRE and JPLD is 0.71, 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.
Dividends
ZTRE vs. JPLD - Dividend Comparison
ZTRE's dividend yield for the trailing twelve months is around 4.68%, more than JPLD's 4.22% yield.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ZTRE F/M 3-Year Investment Grade Corporate Bond ETF | 4.68% | 4.37% | 0.39% | 0.00% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 4.22% | 4.24% | 4.47% | 1.83% |
Drawdowns
ZTRE vs. JPLD - Drawdown Comparison
The maximum ZTRE drawdown since its inception was -1.45%, which is greater than JPLD's maximum drawdown of -1.17%. Use the drawdown chart below to compare losses from any high point for ZTRE and JPLD.
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Drawdown Indicators
| ZTRE | JPLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.45% | -1.17% | -0.28% |
Max Drawdown (1Y)Largest decline over 1 year | -1.45% | -1.17% | -0.28% |
Current DrawdownCurrent decline from peak | -0.81% | -0.74% | -0.07% |
Average DrawdownAverage peak-to-trough decline | -0.17% | -0.14% | -0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 0.24% | +0.10% |
Volatility
ZTRE vs. JPLD - Volatility Comparison
F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) has a higher volatility of 0.96% compared to J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) at 0.54%. This indicates that ZTRE'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
| ZTRE | JPLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.96% | 0.54% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 1.29% | 0.99% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.16% | 1.79% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.12% | 1.86% | +0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.12% | 1.86% | +0.26% |