Screener
JCPB vs PFIG
JPMorgan Core Plus Bond ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF
Key differences
Both JCPB and PFIG are fixed income ETFs. JCPB charges 0.38% a year and PFIG 0.22%. The main difference: JCPB follows a active selection strategy; PFIG uses index tracking.
- JCPB follows a active selection strategy; PFIG uses index tracking.
- PFIG costs 0.16% less per year.
- JCPB is much larger than PFIG. Larger funds are usually more liquid and less likely to close.
- PFIG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JCPB | PFIG | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.22% |
| Fund size (AUM) | $12.4B | $115M |
| Since | 2019 | 2011 |
| Dividend yield | 4.93% | 4.39% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.3% | +4.4% |
| CAGR 3Y | +4.8% | +5.1% |
| CAGR 5Y | +1.0% | +1.3% |
| Sharpe 3Y | 0.24 | 0.34 |
| Volatility 1Y | 3.75% | 3.11% |
| Max drawdown | -16.67% | -15.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.