Screener
BWX vs JPIB
State Street SPDR Bloomberg International Treasury Bond ETF vs JPMorgan International Bond Opportunities ETF
Key differences
Both BWX and JPIB are fixed income ETFs. BWX charges 0.35% a year and JPIB 0.50%. The main difference: BWX costs 0.15% less per year.
- BWX costs 0.15% less per year.
- Over the last three years, JPIB has delivered higher annualized returns.
- BWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BWX | JPIB | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.50% |
| Fund size (AUM) | $1.5B | $2.0B |
| Since | 2007 | 2017 |
| Dividend yield | 2.32% | 5.03% |
| Asset class | fixed income | fixed income |
| Region | global ex us | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | -3.4% | +4.4% |
| CAGR 3Y | +0.7% | +5.6% |
| CAGR 5Y | -4.6% | +2.7% |
| Sharpe 3Y | -0.29 | 0.51 |
| Volatility 1Y | 7.72% | 3.53% |
| Max drawdown | -34.00% | -13.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.