Screener
BFIX vs JPLD
Build Bond Innovation ETF vs Limited Duration Bond ETF
Key differences
Both BFIX and JPLD are fixed income ETFs. BFIX charges 0.45% a year and JPLD 0.24%. The main difference: BFIX follows a option income strategy; JPLD uses index tracking.
- BFIX follows a option income strategy; JPLD uses index tracking.
- JPLD costs 0.21% less per year.
- JPLD is much larger than BFIX. 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
| BFIX | JPLD | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.24% |
| Fund size (AUM) | $12M | $3.8B |
| Since | 2022 | 1993 |
| Dividend yield | 3.52% | 4.21% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +4.1% | +4.9% |
| CAGR 3Y | +7.7% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.81 | N/A |
| Volatility 1Y | 2.88% | 1.46% |
| Max drawdown | -8.03% | -1.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.