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IYLD vs JBND

iShares Morningstar Multi-Asset Income ETF vs Jpmorgan Active Bond ETF

IYLD

iShares Morningstar Multi-Asset Income ETF

Annual cost

0.50%

Fund size

$128M

JBND

Jpmorgan Active Bond ETF

Annual cost

0.25%

Fund size

$8.1B

Key differences

IYLD is a mixed asset ETF, while JBND is a fixed income ETF. IYLD charges 0.50% a year and JBND 0.25%.

  • IYLD is a mixed asset fund, while JBND is a fixed income fund. They carry different risk/return profiles.
  • JBND costs 0.25% less per year.
  • JBND is much larger than IYLD. Larger funds are usually more liquid and less likely to close.
  • IYLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYLDJBND
Annual cost (TER)0.50%0.25%
Fund size (AUM)$128M$8.1B
Since20122023
Dividend yield4.56%4.35%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+13.0%+4.9%
CAGR 3Y+10.7%N/A
CAGR 5Y+3.4%N/A
Sharpe 3Y1.07N/A
Volatility 1Y5.82%3.80%
Max drawdown-30.23%-4.48%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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