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FLXR vs JPLD

TCW Flexible Income ETF vs Limited Duration Bond ETF

FLXR

TCW Flexible Income ETF

Annual cost

0.40%

Fund size

$3.2B

JPLD

Limited Duration Bond ETF

Annual cost

0.24%

Fund size

$3.8B

Key differences

Both FLXR and JPLD are fixed income ETFs. FLXR charges 0.40% a year and JPLD 0.24%. The main difference: FLXR follows a active selection strategy; JPLD uses index tracking.

  • FLXR follows a active selection strategy; JPLD uses index tracking.
  • FLXR covers global markets; JPLD covers North America.
  • JPLD costs 0.16% less per year.
  • JPLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FLXRJPLD
Annual cost (TER)0.40%0.24%
Fund size (AUM)$3.2B$3.8B
Since20181993
Dividend yield5.71%4.21%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.5%+4.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.28%1.47%
Max drawdown-1.94%-1.17%

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

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