Screener
FXED vs JPLD
Sound Enhanced Fixed Income ETF vs Limited Duration Bond ETF
Key differences
Both FXED and JPLD are fixed income ETFs. FXED charges 1.89% a year and JPLD 0.24%. The main difference: FXED follows a active selection strategy; JPLD uses index tracking.
- FXED follows a active selection strategy; JPLD uses index tracking.
- JPLD costs 1.65% less per year.
- JPLD is much larger than FXED. Larger funds are usually more liquid and less likely to close.
- JPLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FXED | JPLD | |
|---|---|---|
| Annual cost (TER) | 1.89% | 0.24% |
| Fund size (AUM) | $40M | $3.8B |
| Since | 2020 | 1993 |
| Dividend yield | 7.10% | 4.21% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +4.9% |
| CAGR 3Y | +6.6% | N/A |
| CAGR 5Y | +2.3% | N/A |
| Sharpe 3Y | 0.38 | N/A |
| Volatility 1Y | 6.85% | 1.46% |
| Max drawdown | -20.07% | -1.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.