Screener
JBND vs IMTB
Jpmorgan Active Bond ETF vs iShares Core 5-10 Year USD Bond ETF
Key differences
Both JBND and IMTB are fixed income ETFs. JBND charges 0.25% a year and IMTB 0.06%. The main difference: JBND follows a active selection strategy; IMTB uses index tracking.
- JBND follows a active selection strategy; IMTB uses index tracking.
- IMTB costs 0.19% less per year.
- JBND is much larger than IMTB. Larger funds are usually more liquid and less likely to close.
- IMTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JBND | IMTB | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.06% |
| Fund size (AUM) | $8.1B | $280M |
| Since | 2023 | 2016 |
| Dividend yield | 4.35% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.9% | +5.3% |
| CAGR 3Y | N/A | +4.5% |
| CAGR 5Y | N/A | +0.5% |
| Sharpe 3Y | N/A | 0.17 |
| Volatility 1Y | 3.80% | 4.05% |
| Max drawdown | -4.48% | -18.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.