Screener
IMTB vs JCPB
iShares Core 5-10 Year USD Bond ETF vs JPMorgan Core Plus Bond ETF
Key differences
Both IMTB and JCPB are fixed income ETFs. IMTB charges 0.06% a year and JCPB 0.38%. The main difference: IMTB follows a index tracking strategy; JCPB uses active selection.
- IMTB follows a index tracking strategy; JCPB uses active selection.
- IMTB costs 0.32% less per year.
- JCPB is much larger than IMTB. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| IMTB | JCPB | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.38% |
| Fund size (AUM) | $280M | $12.4B |
| Since | 2016 | 2019 |
| Dividend yield | 4.48% | 4.93% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.3% | +5.3% |
| CAGR 3Y | +4.5% | +4.8% |
| CAGR 5Y | +0.5% | +1.0% |
| Sharpe 3Y | 0.17 | 0.24 |
| Volatility 1Y | 4.05% | 3.75% |
| Max drawdown | -18.15% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.