Screener
IMTB vs JSCP
iShares Core 5-10 Year USD Bond ETF vs JPMorgan Short Duration Core Plus ETF
Key differences
Both IMTB and JSCP are fixed income ETFs. IMTB charges 0.06% a year and JSCP 0.33%. The main difference: IMTB follows a index tracking strategy; JSCP uses active selection.
- IMTB follows a index tracking strategy; JSCP uses active selection.
- IMTB costs 0.27% less per year.
- JSCP is much larger than IMTB. Larger funds are usually more liquid and less likely to close.
- IMTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IMTB | JSCP | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.33% |
| Fund size (AUM) | $280M | $1.5B |
| Since | 2016 | 2021 |
| Dividend yield | 4.48% | 4.53% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.3% | +4.4% |
| CAGR 3Y | +4.5% | +5.4% |
| CAGR 5Y | +0.5% | +2.4% |
| Sharpe 3Y | 0.17 | 0.68 |
| Volatility 1Y | 4.05% | 1.72% |
| Max drawdown | -18.15% | -8.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.