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BKAG vs JCPB

BNY Mellon Core Bond ETF vs JPMorgan Core Plus Bond ETF

BKAG

BNY Mellon Core Bond ETF

BNY Mellon

Annual cost

0.00%

Fund size

$2.1B

JCPB

JPMorgan Core Plus Bond ETF

JPMorgan

Annual cost

0.38%

Fund size

$11.4B

Key differences

  • BKAG costs 0.38% less per year.
  • JCPB is significantly larger than BKAG — larger funds tend to be more liquid and less likely to close.
  • BKAG follows a index tracking strategy; JCPB uses active selection.
  • Over the last 3 years, JCPB has delivered higher annualized returns.

Side-by-side comparison

BKAGJCPB
Annual cost (TER)0.00%0.38%
Fund size (AUM)$2.1B$11.4B
Since20202019
Dividend yield4.27%4.96%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.6%+6.7%
CAGR 3Y+3.6%+4.7%
CAGR 5Y+0.1%+1.1%
Sharpe 3Y0.030.24
Volatility 1Y3.91%3.82%
Max drawdown-18.52%-16.67%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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