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Screener

JCPB vs IGLB

JPMorgan Core Plus Bond ETF vs iShares 10+ Year Investment Grade Corporate Bond ETF

JCPB

JPMorgan Core Plus Bond ETF

Annual cost

0.38%

Fund size

$12.4B

IGLB

iShares 10+ Year Investment Grade Corporate Bond ETF

Annual cost

0.04%

Fund size

$2.6B

Key differences

Both JCPB and IGLB are fixed income ETFs. JCPB charges 0.38% a year and IGLB 0.04%. The main difference: JCPB follows a active selection strategy; IGLB uses index tracking.

  • JCPB follows a active selection strategy; IGLB uses index tracking.
  • IGLB costs 0.34% less per year.
  • JCPB is much larger than IGLB. Larger funds are usually more liquid and less likely to close.
  • IGLB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JCPBIGLB
Annual cost (TER)0.38%0.04%
Fund size (AUM)$12.4B$2.6B
Since20192009
Dividend yield4.93%5.22%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.3%+6.1%
CAGR 3Y+4.8%+4.1%
CAGR 5Y+1.0%-1.6%
Sharpe 3Y0.240.10
Volatility 1Y3.75%7.81%
Max drawdown-16.67%-34.12%

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

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