IBMXvsJPLDETF Comparison
VS
iShares iBonds Dec 2035 Term Muni Bond ETF (IBMX) belongs to the Municipal Bonds segment. JPMorgan Limited Duration Bond ETF (JPLD) is part of the MBS & ABS segment. IBMX's top 2 sector exposures are Municipal and Non-Corporate. In contrast, JPLD's top sector exposures are Finance, Industrials and Sovereign. IBMX is less expensive with a Total Expense Ratio (TER) of 0.1%, versus 0.33% for JPLD. Run a side-by-side ETF comparison of IBMX and JPLD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IBMX vs JPLD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IBMX JPLD | +5.98%+0.73% | +0.19%+0.33% | n/a+1.58% | n/a+2.37% | n/a+17.63% | n/an/a |
| Flows | IBMX JPLD | +$9M+$128M | +$14M+$280M | -+$1.23B | -+$1.28B | -+$3.44B | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IBMX JPLD | +6.52%+1.60% | n/a+1.35% | n/a+1.43% | n/an/a |
| Max drawdown | IBMX JPLD | -6.47%-1.05% | n/a-1.05% | n/a-1.05% | n/an/a |
| Max drawdown duration | IBMX JPLD | 75d63d | n/a63d | n/a63d | n/an/a |
Trading data
IBMX | JPLD | |
Last sale 10/28/2026 at 1:30 PM | $24.42 | |
| Previous close 10/27/2026 | $24.43 | |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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JPLD
is actively managed and doesn’t replicate an indexIBMX | JPLD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
IBMX | JPLD | |
|---|---|---|
| Last price | $24.42 | – |
| 1D performance | -0.04% | – |
| AuM | $19.53 M | $4.19 B |
| E/R | 0.1% | 0.33% |
Characteristics
IBMX | JPLD | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | S&P AMT-Free Municipal Series Callable-Adjusted 2035 Index | - |
| N° of holdings | 27 | 127 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 14, 2026 | July 28, 2023 |
| ESG | No | No |
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Exposure
Countries
IBMX
USA
24.23%
Other
75.77%
JPLD
USA
22.16%
Other
77.84%
Sectors
IBMX
Municipal
23.77%
Other
76.23%
JPLD
Finance
9.49%
Industrials
8.75%
Sovereign
8.14%
Other
73.62%
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Diversification
IBMX
Total weight of top 15 holdings out of 15
23.03%
JPLD
Total weight of top 15 holdings out of 15
13.55%
Top 15 holdings
Data as of August 31, 2026
IBMX
California, 5% 1oct2035, USD
2.46%
University of Texas, 5% 15aug2036, USD (2025B)
2.01%
Massachusetts Development Finance Agency, 5% 15may2055, USD (2025A-2)
1.86%
US677523RD66
1.77%
US546585XM77
1.49%
University of California, 5% 15may2038, USD (2025)
1.46%
Maryland, 5% 1jun2039, USD (2025)
1.44%
Greater Chicago Metropolitan Water Reclamation District, 5.25% 1dec2035, USD
1.42%
US041431YV32
1.40%
US64990KHR77
1.38%
US438687N683
1.30%
US46613SSM34
1.29%
US29270C5S06
1.28%
Los Angeles Unified School District, 5% 1jul2039, USD (2024QRR)
1.26%
Texas Transportation Commission, 5% 1oct2036, USD (2025)
1.21%
JPLD
USA, Notes 3.625% 31aug2027, USD (BG-2027)
2.06%
USA, Notes 3.5% 31jan2028, USD (U-2028)
2.00%
USA, Notes 3.375% 29feb2028, USD (AY-2028)
1.23%
USA, Notes 3.375% 30nov2027, USD (BL-2027)
1.16%
US74334RAA05
0.78%
US3136BQ5S44
0.75%
US3140NYGM71
0.70%
US3140W1MC43
0.68%
US20754XAA19
0.65%
US3142JCAC46
0.64%
USA, Notes 4.125% 30jun2028, USD (BD-2028)
0.62%
US74331VAA44
0.60%
FN MA5191, 6% 1nov2053, USD (ABS)
0.59%
USA, Notes 3.75% 30jun2027, USD (BD-2027)
0.59%
US3133KRQE70
0.50%
Frequently asked questions about IBMX and JPLD
Which ETF is bigger: IBMX or JPLD?
As of October 27, 2026, IBMX holds $19.53 M in assets under management (AUM), while JPLD manages $4.19 B.
What sectors do the IBMX and JPLD ETFs invest in?
IBMX leans toward sectors like Municipal. Meanwhile, JPLD focuses on Finance, Industrials and Sovereign.
What are the top holdings of the IBMX ETF and JPLD ETF?
IBMX top holdings include California, 5% 1oct2035, USD, University of Texas, 5% 15aug2036, USD (2025B) and Massachusetts Development Finance Agency, 5% 15may2055, USD (2025A-2). JPLD holds in its top three: USA, Notes 3.625% 31aug2027, USD (BG-2027), USA, Notes 3.5% 31jan2028, USD (U-2028) and USA, Notes 3.375% 29feb2028, USD (AY-2028).
Which ETF is more diversified: IBMX or JPLD?
IBMX holds 160 securities with 23.03% of its assets in the top 15. JPLD has 747 securities and a top 15 weight of 13.55%.
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