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JCPB vs FIXT

JPMorgan Core Plus Bond ETF vs TCW Core Plus Bond ETF

JCPB

JPMorgan Core Plus Bond ETF

Annual cost

0.38%

Fund size

$12.4B

FIXT

TCW Core Plus Bond ETF

Annual cost

0.40%

Fund size

$210M

Key differences

Both JCPB and FIXT are fixed income ETFs. JCPB charges 0.38% a year and FIXT 0.40%. The main difference: JCPB covers North America; FIXT covers global markets.

  • JCPB covers North America; FIXT covers global markets.
  • JCPB is much larger than FIXT. Larger funds are usually more liquid and less likely to close.
  • FIXT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JCPBFIXT
Annual cost (TER)0.38%0.40%
Fund size (AUM)$12.4B$210M
Since20192002
Dividend yield4.93%5.14%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+5.3%N/A
CAGR 3Y+4.8%N/A
CAGR 5Y+1.0%N/A
Sharpe 3Y0.24N/A
Volatility 1Y3.75%
Max drawdown-16.67%-3.02%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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