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JCPB vs MEAR

JPMorgan Core Plus Bond ETF vs iShares Short Maturity Municipal Bond Active ETF

JCPB

JPMorgan Core Plus Bond ETF

Annual cost

0.38%

Fund size

$12.4B

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.4B

Key differences

Both JCPB and MEAR are fixed income ETFs. JCPB charges 0.38% a year and MEAR 0.26%. The main difference: MEAR costs 0.12% less per year.

  • MEAR costs 0.12% less per year.
  • JCPB is much larger than MEAR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, JCPB has delivered higher annualized returns.

Side-by-side comparison

JCPBMEAR
Annual cost (TER)0.38%0.26%
Fund size (AUM)$12.4B$1.4B
Since20192015
Dividend yield4.93%2.86%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.3%+3.3%
CAGR 3Y+4.8%+3.6%
CAGR 5Y+1.0%+2.4%
Sharpe 3Y0.240.01
Volatility 1Y3.75%0.86%
Max drawdown-16.67%-2.68%

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

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