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JCPB vs FLGV

JPMorgan Core Plus Bond ETF vs Franklin U.S. Treasury Bond ETF

JCPB

JPMorgan Core Plus Bond ETF

Annual cost

0.38%

Fund size

$12.4B

FLGV

Franklin U.S. Treasury Bond ETF

Annual cost

0.09%

Fund size

$988M

Key differences

Both JCPB and FLGV are fixed income ETFs. JCPB charges 0.38% a year and FLGV 0.09%. The main difference: JCPB follows a active selection strategy; FLGV uses index tracking.

  • JCPB follows a active selection strategy; FLGV uses index tracking.
  • FLGV costs 0.29% less per year.
  • JCPB is much larger than FLGV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, JCPB has delivered higher annualized returns.

Side-by-side comparison

JCPBFLGV
Annual cost (TER)0.38%0.09%
Fund size (AUM)$12.4B$988M
Since20192020
Dividend yield4.93%4.12%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.3%+3.2%
CAGR 3Y+4.8%+2.6%
CAGR 5Y+1.0%-0.2%
Sharpe 3Y0.24-0.17
Volatility 1Y3.75%3.71%
Max drawdown-16.67%-17.63%

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

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