Screener
JCPB vs ILTB
JPMorgan Core Plus Bond ETF vs iShares Core 10+ Year USD Bond ETF
Key differences
Both JCPB and ILTB are fixed income ETFs. JCPB charges 0.38% a year and ILTB 0.06%. The main difference: JCPB follows a active selection strategy; ILTB uses index tracking.
- JCPB follows a active selection strategy; ILTB uses index tracking.
- ILTB costs 0.32% less per year.
- JCPB is much larger than ILTB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JCPB has delivered higher annualized returns.
- ILTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JCPB | ILTB | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.06% |
| Fund size (AUM) | $12.4B | $591M |
| Since | 2019 | 2009 |
| Dividend yield | 4.93% | 4.93% |
| 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% | +2.3% |
| CAGR 5Y | +1.0% | -2.9% |
| Sharpe 3Y | 0.24 | -0.06 |
| Volatility 1Y | 3.75% | 7.82% |
| Max drawdown | -16.67% | -36.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.