Screener
ISHG vs JPIE
iShares 1-3 Year International Treasury Bond ETF vs JPMorgan Income ETF
Key differences
Both ISHG and JPIE are fixed income ETFs. ISHG charges 0.35% a year and JPIE 0.39%. The main difference: ISHG follows a index tracking strategy; JPIE uses active selection.
- ISHG follows a index tracking strategy; JPIE uses active selection.
- JPIE is much larger than ISHG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JPIE has delivered higher annualized returns.
- ISHG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISHG | JPIE | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.39% |
| Fund size (AUM) | $907M | $9.1B |
| Since | 2009 | 2021 |
| Dividend yield | 1.44% | 5.60% |
| Asset class | fixed income | fixed income |
| Region | global ex us | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +1.4% | +5.7% |
| CAGR 3Y | +3.9% | +6.4% |
| CAGR 5Y | -1.3% | N/A |
| Sharpe 3Y | 0.08 | 1.00 |
| Volatility 1Y | 6.51% | 1.60% |
| Max drawdown | -25.56% | -9.96% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.