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JBND vs SCHJ

Jpmorgan Active Bond ETF vs Schwab 1-5 Year Corporate Bond ETF

JBND

Jpmorgan Active Bond ETF

JPMorgan

Annual cost

0.25%

Fund size

$7.4B

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$759M

Key differences

  • SCHJ costs 0.22% less per year.
  • JBND is significantly larger than SCHJ — larger funds tend to be more liquid and less likely to close.
  • JBND follows a active selection strategy; SCHJ uses index tracking.

Side-by-side comparison

JBNDSCHJ
Annual cost (TER)0.25%0.03%
Fund size (AUM)$7.4B$759M
Since20232019
Dividend yield4.36%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.3%+4.8%
CAGR 3YN/A+5.4%
CAGR 5YN/A+2.3%
Sharpe 3YN/A0.70
Volatility 1Y3.87%1.87%
Max drawdown-4.48%-13.62%

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

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