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JBND vs SCHI

Jpmorgan Active Bond ETF vs Schwab 5-10 Year Corporate Bond ETF

JBND

Jpmorgan Active Bond ETF

JPMorgan

Annual cost

0.25%

Fund size

$7.4B

SCHI

Schwab 5-10 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$10.6B

Key differences

  • SCHI costs 0.22% less per year.
  • JBND follows a active selection strategy; SCHI uses index tracking.

Side-by-side comparison

JBNDSCHI
Annual cost (TER)0.25%0.03%
Fund size (AUM)$7.4B$10.6B
Since20232019
Dividend yield4.36%5.03%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.3%+7.0%
CAGR 3YN/A+5.9%
CAGR 5YN/A+1.3%
Sharpe 3YN/A0.41
Volatility 1Y3.87%4.20%
Max drawdown-4.48%-20.67%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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