Screener
JCPB vs IGEB
JPMorgan Core Plus Bond ETF vs iShares Investment Grade Systematic Bond ETF
Key differences
Both JCPB and IGEB are fixed income ETFs. JCPB charges 0.38% a year and IGEB 0.18%. The main difference: JCPB follows a active selection strategy; IGEB uses index tracking.
- JCPB follows a active selection strategy; IGEB uses index tracking.
- IGEB costs 0.20% less per year.
- JCPB is much larger than IGEB. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| JCPB | IGEB | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.18% |
| Fund size (AUM) | $12.4B | $1.4B |
| Since | 2019 | 2017 |
| Dividend yield | 4.93% | 5.01% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.3% | +5.2% |
| CAGR 3Y | +4.8% | +5.6% |
| CAGR 5Y | +1.0% | +1.1% |
| Sharpe 3Y | 0.24 | 0.36 |
| Volatility 1Y | 3.75% | 4.15% |
| Max drawdown | -16.67% | -21.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.