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ICSH vs JPLD

iShares Ultra Short Duration Bond Active ETF vs Limited Duration Bond ETF

ICSH

iShares Ultra Short Duration Bond Active ETF

Annual cost

0.08%

Fund size

$7.6B

JPLD

Limited Duration Bond ETF

Annual cost

0.24%

Fund size

$3.8B

Key differences

Both ICSH and JPLD are fixed income ETFs. ICSH charges 0.08% a year and JPLD 0.24%. The main difference: ICSH follows a active selection strategy; JPLD uses index tracking.

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

Side-by-side comparison

ICSHJPLD
Annual cost (TER)0.08%0.24%
Fund size (AUM)$7.6B$3.8B
Since20131993
Dividend yield4.38%4.21%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+4.7%
CAGR 3Y+5.2%N/A
CAGR 5Y+3.7%N/A
Sharpe 3Y3.37N/A
Volatility 1Y0.41%1.46%
Max drawdown-3.94%-1.17%

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

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