Screener
ILTB vs JCPB
iShares Core 10+ Year USD Bond ETF vs JPMorgan Core Plus Bond ETF
Key differences
Both ILTB and JCPB are fixed income ETFs. ILTB charges 0.06% a year and JCPB 0.38%. The main difference: ILTB follows a index tracking strategy; JCPB uses active selection.
- ILTB follows a index tracking strategy; JCPB uses active selection.
- ILTB costs 0.32% less per year.
- JCPB is much larger than ILTB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JCPB has delivered higher annualized returns.
- ILTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ILTB | JCPB | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.38% |
| Fund size (AUM) | $591M | $12.4B |
| Since | 2009 | 2019 |
| Dividend yield | 4.93% | 4.93% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.2% | +5.3% |
| CAGR 3Y | +2.3% | +4.8% |
| CAGR 5Y | -2.9% | +1.0% |
| Sharpe 3Y | -0.06 | 0.24 |
| Volatility 1Y | 7.82% | 3.75% |
| Max drawdown | -36.89% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.