Screener
IYLD vs JPIE
iShares Morningstar Multi-Asset Income ETF vs JPMorgan Income ETF
Key differences
IYLD is a mixed asset ETF, while JPIE is a fixed income ETF. IYLD charges 0.50% a year and JPIE 0.39%.
- IYLD is a mixed asset fund, while JPIE is a fixed income fund. They carry different risk/return profiles.
- JPIE costs 0.11% less per year.
- JPIE is much larger than IYLD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IYLD has delivered higher annualized returns.
- IYLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IYLD | JPIE | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.39% |
| Fund size (AUM) | $128M | $9.1B |
| Since | 2012 | 2021 |
| Dividend yield | 4.56% | 5.60% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.0% | +5.7% |
| CAGR 3Y | +10.7% | +6.4% |
| CAGR 5Y | +3.4% | N/A |
| Sharpe 3Y | 1.07 | 1.00 |
| Volatility 1Y | 5.82% | 1.60% |
| Max drawdown | -30.23% | -9.96% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.