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FDHY vs JCPB

Fidelity Enhanced High Yield ETF vs JPMorgan Core Plus Bond ETF

FDHY

Fidelity Enhanced High Yield ETF

Annual cost

0.35%

Fund size

$522M

JCPB

JPMorgan Core Plus Bond ETF

Annual cost

0.38%

Fund size

$12.4B

Key differences

Both FDHY and JCPB are fixed income ETFs. FDHY charges 0.35% a year and JCPB 0.38%. The main difference: JCPB is much larger than FDHY. Larger funds are usually more liquid and less likely to close.

  • JCPB is much larger than FDHY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FDHY has delivered higher annualized returns.

Side-by-side comparison

FDHYJCPB
Annual cost (TER)0.35%0.38%
Fund size (AUM)$522M$12.4B
Since20182019
Dividend yield6.53%4.93%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+7.9%+5.8%
CAGR 3Y+8.7%+5.0%
CAGR 5Y+4.0%+1.1%
Sharpe 3Y0.970.27
Volatility 1Y3.58%3.72%
Max drawdown-20.01%-16.67%

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

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