Screener
ALTY vs JCPB
Global X Alternative Income ETF vs JPMorgan Core Plus Bond ETF
Key differences
ALTY is an alternative ETF, while JCPB is a fixed income ETF. ALTY charges 0.50% a year and JCPB 0.38%.
- ALTY is an alternative fund, while JCPB is a fixed income fund. They carry different risk/return profiles.
- ALTY follows a option income strategy; JCPB uses active selection.
- JCPB costs 0.12% less per year.
- JCPB is much larger than ALTY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ALTY has delivered higher annualized returns.
Side-by-side comparison
| ALTY | JCPB | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.38% |
| Fund size (AUM) | $44M | $12.4B |
| Since | 2015 | 2019 |
| Dividend yield | 7.37% | 4.93% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +15.4% | +5.3% |
| CAGR 3Y | +11.6% | +4.8% |
| CAGR 5Y | +5.5% | +1.0% |
| Sharpe 3Y | 0.88 | 0.24 |
| Volatility 1Y | 5.80% | 3.75% |
| Max drawdown | -51.47% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.