Screener
HYFI vs JCPB
AB High Yield ETF vs JPMorgan Core Plus Bond ETF
Key differences
Both HYFI and JCPB are fixed income ETFs. HYFI charges 0.40% a year and JCPB 0.38%. The main difference: JCPB is much larger than HYFI. Larger funds are usually more liquid and less likely to close.
- JCPB is much larger than HYFI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HYFI has delivered higher annualized returns.
Side-by-side comparison
| HYFI | JCPB | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.38% |
| Fund size (AUM) | $341M | $12.4B |
| Since | 2016 | 2019 |
| Dividend yield | 6.71% | 4.93% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.5% | +5.8% |
| CAGR 3Y | +9.1% | +5.0% |
| CAGR 5Y | N/A | +1.1% |
| Sharpe 3Y | 0.98 | 0.27 |
| Volatility 1Y | 3.96% | 3.72% |
| Max drawdown | -6.34% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.