Screener
ISHG vs JPLD
iShares 1-3 Year International Treasury Bond ETF vs Limited Duration Bond ETF
Key differences
Both ISHG and JPLD are fixed income ETFs. ISHG charges 0.35% a year and JPLD 0.24%. The main difference: ISHG covers global markets excluding the US; JPLD covers North America.
- ISHG covers global markets excluding the US; JPLD covers North America.
- JPLD costs 0.11% less per year.
- JPLD is much larger than ISHG. Larger funds are usually more liquid and less likely to close.
- JPLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISHG | JPLD | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.24% |
| Fund size (AUM) | $907M | $3.8B |
| Since | 2009 | 1993 |
| Dividend yield | 1.44% | 4.21% |
| Asset class | fixed income | fixed income |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +1.4% | +4.6% |
| CAGR 3Y | +3.9% | N/A |
| CAGR 5Y | -1.3% | N/A |
| Sharpe 3Y | 0.08 | N/A |
| Volatility 1Y | 6.51% | 1.47% |
| Max drawdown | -25.56% | -1.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.