Screener
BWZ vs JPIB
State Street SPDR Bloomberg Short Term International Treasury Bond ETF vs JPMorgan International Bond Opportunities ETF
Key differences
Both BWZ and JPIB are fixed income ETFs. BWZ charges 0.35% a year and JPIB 0.50%. The main difference: BWZ costs 0.15% less per year.
- BWZ costs 0.15% less per year.
- JPIB is much larger than BWZ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JPIB has delivered higher annualized returns.
- BWZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BWZ | JPIB | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.50% |
| Fund size (AUM) | $312M | $2.0B |
| Since | 2009 | 2017 |
| Dividend yield | 2.05% | 5.03% |
| Asset class | fixed income | fixed income |
| Region | global ex us | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | -0.7% | +4.4% |
| CAGR 3Y | +2.2% | +5.6% |
| CAGR 5Y | -2.1% | +2.7% |
| Sharpe 3Y | -0.15 | 0.51 |
| Volatility 1Y | 6.96% | 3.53% |
| Max drawdown | -24.89% | -13.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.