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ILTB vs JSCP

iShares Core 10+ Year USD Bond ETF vs JPMorgan Short Duration Core Plus ETF

ILTB

iShares Core 10+ Year USD Bond ETF

Annual cost

0.06%

Fund size

$591M

JSCP

JPMorgan Short Duration Core Plus ETF

Annual cost

0.33%

Fund size

$1.5B

Key differences

Both ILTB and JSCP are fixed income ETFs. ILTB charges 0.06% a year and JSCP 0.33%. The main difference: ILTB follows a index tracking strategy; JSCP uses active selection.

  • ILTB follows a index tracking strategy; JSCP uses active selection.
  • ILTB costs 0.27% less per year.
  • Over the last three years, JSCP has delivered higher annualized returns.
  • ILTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ILTBJSCP
Annual cost (TER)0.06%0.33%
Fund size (AUM)$591M$1.5B
Since20092021
Dividend yield4.93%4.53%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.2%+4.4%
CAGR 3Y+2.3%+5.4%
CAGR 5Y-2.9%+2.4%
Sharpe 3Y-0.060.68
Volatility 1Y7.82%1.72%
Max drawdown-36.89%-8.90%

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

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