Screener
AHLT vs JPLD
American Beacon AHL Trend ETF vs Limited Duration Bond ETF
Key differences
Both AHLT and JPLD are fixed income ETFs. AHLT charges 0.96% a year and JPLD 0.24%. The main difference: AHLT follows a systematic alpha strategy; JPLD uses index tracking.
- AHLT follows a systematic alpha strategy; JPLD uses index tracking.
- JPLD costs 0.72% less per year.
- JPLD is much larger than AHLT. Larger funds are usually more liquid and less likely to close.
- JPLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AHLT | JPLD | |
|---|---|---|
| Annual cost (TER) | 0.96% | 0.24% |
| Fund size (AUM) | $139M | $3.8B |
| Since | 2023 | 1993 |
| Dividend yield | 1.53% | 4.21% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | systematic alpha | index tracking |
| CAGR 1Y | +33.5% | +4.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 17.43% | 1.46% |
| Max drawdown | -20.18% | -1.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.