Screener
JCPB vs IMTB
JPMorgan Core Plus Bond ETF vs iShares Core 5-10 Year USD Bond ETF
Key differences
Both JCPB and IMTB are fixed income ETFs. JCPB charges 0.38% a year and IMTB 0.06%. The main difference: JCPB follows a active selection strategy; IMTB uses index tracking.
- JCPB follows a active selection strategy; IMTB uses index tracking.
- IMTB costs 0.32% less per year.
- JCPB is much larger than IMTB. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| JCPB | IMTB | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.06% |
| Fund size (AUM) | $12.4B | $280M |
| Since | 2019 | 2016 |
| Dividend yield | 4.93% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.3% | +5.3% |
| CAGR 3Y | +4.8% | +4.5% |
| CAGR 5Y | +1.0% | +0.5% |
| Sharpe 3Y | 0.24 | 0.17 |
| Volatility 1Y | 3.75% | 4.05% |
| Max drawdown | -16.67% | -18.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.