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Screener

IGOV vs JPIE

iShares International Treasury Bond ETF vs JPMorgan Income ETF

IGOV

iShares International Treasury Bond ETF

Annual cost

0.35%

Fund size

$1.4B

JPIE

JPMorgan Income ETF

Annual cost

0.39%

Fund size

$9.1B

Key differences

Both IGOV and JPIE are fixed income ETFs. IGOV charges 0.35% a year and JPIE 0.39%. The main difference: IGOV follows a index tracking strategy; JPIE uses active selection.

  • IGOV follows a index tracking strategy; JPIE uses active selection.
  • JPIE is much larger than IGOV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, JPIE has delivered higher annualized returns.
  • IGOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IGOVJPIE
Annual cost (TER)0.35%0.39%
Fund size (AUM)$1.4B$9.1B
Since20092021
Dividend yield1.40%5.60%
Asset classfixed incomefixed income
Regionglobal ex us
Strategyindex trackingactive selection
CAGR 1Y-0.9%+5.7%
CAGR 3Y+1.9%+6.4%
CAGR 5Y-4.7%N/A
Sharpe 3Y-0.141.00
Volatility 1Y8.10%1.60%
Max drawdown-35.88%-9.96%

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

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