Screener
IYLD vs JPLD
iShares Morningstar Multi-Asset Income ETF vs Limited Duration Bond ETF
Key differences
IYLD is a mixed asset ETF, while JPLD is a fixed income ETF. IYLD charges 0.50% a year and JPLD 0.24%.
- IYLD is a mixed asset fund, while JPLD is a fixed income fund. They carry different risk/return profiles.
- IYLD follows a active selection strategy; JPLD uses index tracking.
- JPLD costs 0.26% less per year.
- JPLD is much larger than IYLD. 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
| IYLD | JPLD | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.24% |
| Fund size (AUM) | $128M | $3.8B |
| Since | 2012 | 1993 |
| Dividend yield | 4.56% | 4.21% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +13.0% | +4.6% |
| CAGR 3Y | +10.7% | N/A |
| CAGR 5Y | +3.4% | N/A |
| Sharpe 3Y | 1.07 | N/A |
| Volatility 1Y | 5.82% | 1.47% |
| Max drawdown | -30.23% | -1.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.