Screener
IUSB vs JCPB
iShares Core Universal USD Bond ETF vs JPMorgan Core Plus Bond ETF
Key differences
Both IUSB and JCPB are fixed income ETFs. IUSB charges 0.06% a year and JCPB 0.38%. The main difference: IUSB follows a index tracking strategy; JCPB uses active selection.
- IUSB follows a index tracking strategy; JCPB uses active selection.
- IUSB costs 0.32% less per year.
- IUSB is much larger than JCPB. Larger funds are usually more liquid and less likely to close.
- IUSB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IUSB | JCPB | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.38% |
| Fund size (AUM) | $39.8B | $12.4B |
| Since | 2014 | 2019 |
| Dividend yield | 4.24% | 4.93% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.2% | +5.8% |
| CAGR 3Y | +4.7% | +5.3% |
| CAGR 5Y | +0.5% | +1.1% |
| Sharpe 3Y | 0.23 | 0.33 |
| Volatility 1Y | 3.59% | 3.75% |
| Max drawdown | -17.90% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.