JPMorgan Limited Duration Bond ETF
$51.60+0.08 (+0.16%)
- 0.30%
- $4.19B
- +3.0%
- 4.33%
- 446K sh
- low $50.92high $52.75
The ETF.net JPLD Grade
B
Score 69 out of 100
- 2 of 10
Score 69 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.A74 out of 100Rank 3 of 10Mission
Whether the fund did what it promised, tested against its stated mandate.C53 out of 100Rank 9 of 10Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.A81 out of 100Rank 2 of 10Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.B58 out of 100Rank 4 of 10Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.A87 out of 100Rank 1 of 10Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A88 out of 100Rank 1 of 10
Our read on JPLD
In short
BA bond strategy that has been running since 1993 and moved into an ETF wrapper in 2023. Actively managed, securitized-heavy, and steered to a duration of three years or less: income with the interest-rate dial turned down.
Stated mandate
Seeks a high level of current income while seeking low volatility of principal.
Why people hold it
Worth knowing
JPLD Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.Not enough history yet.
JPLD$10,299
Returns run to the Nov 5, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | JPLD |
|---|---|
| Year to date | +2.2% |
| 1 month | +1.1% |
| 3 months | +0.4% |
| 1 year | +3.0% |
| 3 years | +5.7% |
| 5 years | |
| 10 years |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | JPLD |
|---|---|---|
| 2026 YTD | +2.2% | |
| 2025 | +6.0% | |
| 2024 | +6.5% | |
| 2023 | +3.2% |
JPLD in the news
JPLD Dividends
- 4.33%
- $2.24
- $0.19 per share
- Monthly
JPLD Risk
- 1.7%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.67
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −1.2%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.26
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
JPLD Cost
Overpaying vs JMBS, cheapest in Core Securitized Bond
$1,792
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
JPLD 0.30%
$6,149
JMBS 0.21% Cheapest
$4,357
Cost over time
Year by year
| Year | JPLD | JMBS | Overpaying |
|---|---|---|---|
| 10 | $545 | $383 | $162 |
| 20 | $2,113 | $1,491 | $622 |
| 30 | $6,149 | $4,357 | $1,792 |
Other funds in Core Securitized Bond
- AJMBSJanus Henderson Mortgage-Backed Securities ETFExpense ratio 0.21%1 year return +0.8%
- BFSECFIDELITY INVESTMENT GRADE SECURITIZED ETFExpense ratio 0.36%1 year return +1.2%
- BSECRNYLI MacKay Securitized Income ETFExpense ratio 0.28%1 year return +0.5%
- BJHMBJohn Hancock Mortgage-Backed Securities ETFExpense ratio 0.39%1 year return +0.7%
- BTRBFAngel Oak Total Return ETFExpense ratio 0.44%1 year return +1.0%
