Screener
APCB vs JCPB
ActivePassive Core Bond ETF vs JPMorgan Core Plus Bond ETF
Key differences
Both APCB and JCPB are fixed income ETFs. APCB charges 0.36% a year and JCPB 0.38%. The main difference: JCPB is much larger than APCB. Larger funds are usually more liquid and less likely to close.
- JCPB is much larger than APCB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JCPB has delivered higher annualized returns.
Side-by-side comparison
| APCB | JCPB | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.38% |
| Fund size (AUM) | $936M | $12.4B |
| Since | 2023 | 2019 |
| Dividend yield | 4.15% | 4.93% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.6% | +5.8% |
| CAGR 3Y | +4.1% | +5.3% |
| CAGR 5Y | N/A | +1.1% |
| Sharpe 3Y | 0.13 | 0.33 |
| Volatility 1Y | 3.43% | 3.75% |
| Max drawdown | -6.42% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.