Screener
JCPB vs ISTB
JPMorgan Core Plus Bond ETF vs iShares Core 1-5 Year USD Bond ETF
Key differences
Both JCPB and ISTB are fixed income ETFs. JCPB charges 0.38% a year and ISTB 0.06%. The main difference: JCPB follows a active selection strategy; ISTB uses index tracking.
- JCPB follows a active selection strategy; ISTB uses index tracking.
- ISTB costs 0.32% less per year.
- ISTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JCPB | ISTB | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.06% |
| Fund size (AUM) | $12.4B | $4.7B |
| Since | 2019 | 2012 |
| Dividend yield | 4.93% | 4.23% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.3% | +3.9% |
| CAGR 3Y | +4.8% | +4.8% |
| CAGR 5Y | +1.0% | +1.8% |
| Sharpe 3Y | 0.24 | 0.47 |
| Volatility 1Y | 3.75% | 1.78% |
| Max drawdown | -16.67% | -9.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.