Screener
ISTB vs JSCP
iShares Core 1-5 Year USD Bond ETF vs JPMorgan Short Duration Core Plus ETF
Key differences
Both ISTB and JSCP are fixed income ETFs. ISTB charges 0.06% a year and JSCP 0.33%. The main difference: ISTB follows a index tracking strategy; JSCP uses active selection.
- ISTB follows a index tracking strategy; JSCP uses active selection.
- ISTB costs 0.27% less per year.
- ISTB is much larger than JSCP. Larger funds are usually more liquid and less likely to close.
- ISTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISTB | JSCP | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.33% |
| Fund size (AUM) | $4.7B | $1.5B |
| Since | 2012 | 2021 |
| Dividend yield | 4.23% | 4.53% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +3.9% | +4.4% |
| CAGR 3Y | +4.8% | +5.4% |
| CAGR 5Y | +1.8% | +2.4% |
| Sharpe 3Y | 0.47 | 0.68 |
| Volatility 1Y | 1.78% | 1.72% |
| Max drawdown | -9.34% | -8.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.