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CSHP vs JCPB

iShares Enhanced Short-Term Bond Active ETF vs JPMorgan Core Plus Bond ETF

CSHP

iShares Enhanced Short-Term Bond Active ETF

Annual cost

0.20%

Fund size

$190M

JCPB

JPMorgan Core Plus Bond ETF

Annual cost

0.38%

Fund size

$12.4B

Key differences

Both CSHP and JCPB are fixed income ETFs. CSHP charges 0.20% a year and JCPB 0.38%. The main difference: CSHP covers global markets; JCPB covers North America.

  • CSHP covers global markets; JCPB covers North America.
  • CSHP costs 0.18% less per year.
  • JCPB is much larger than CSHP. Larger funds are usually more liquid and less likely to close.
  • JCPB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CSHPJCPB
Annual cost (TER)0.20%0.38%
Fund size (AUM)$190M$12.4B
Since20242019
Dividend yield5.00%4.93%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.0%+5.3%
CAGR 3YN/A+4.8%
CAGR 5YN/A+1.0%
Sharpe 3YN/A0.24
Volatility 1Y0.34%3.75%
Max drawdown-0.08%-16.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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