Screener
JCPB vs JMTG
JPMorgan Core Plus Bond ETF vs JPMorgan Mortgage-Backed Securities ETF
Key differences
Both JCPB and JMTG are fixed income ETFs. JCPB charges 0.38% a year and JMTG 0.24%. The main difference: JCPB follows a active selection strategy; JMTG uses index tracking.
- JCPB follows a active selection strategy; JMTG uses index tracking.
- JMTG costs 0.14% less per year.
- JMTG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JCPB | JMTG | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.24% |
| Fund size (AUM) | $12.4B | $6.9B |
| Since | 2019 | 2000 |
| Dividend yield | 4.93% | 3.85% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.8% | N/A |
| CAGR 3Y | +5.3% | N/A |
| CAGR 5Y | +1.1% | N/A |
| Sharpe 3Y | 0.33 | N/A |
| Volatility 1Y | 3.75% | — |
| Max drawdown | -16.67% | -2.78% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.