Screener
JCPB vs PHYL
JPMorgan Core Plus Bond ETF vs PGIM Active High Yield Bond ETF
Key differences
Both JCPB and PHYL are fixed income ETFs. JCPB charges 0.38% a year and PHYL 0.39%. The main difference: JCPB is much larger than PHYL. Larger funds are usually more liquid and less likely to close.
- JCPB is much larger than PHYL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PHYL has delivered higher annualized returns.
Side-by-side comparison
| JCPB | PHYL | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.39% |
| Fund size (AUM) | $12.4B | $1.3B |
| Since | 2019 | 2018 |
| Dividend yield | 4.93% | 7.66% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.8% | +6.9% |
| CAGR 3Y | +5.0% | +9.0% |
| CAGR 5Y | +1.1% | +4.0% |
| Sharpe 3Y | 0.27 | 1.13 |
| Volatility 1Y | 3.72% | 3.31% |
| Max drawdown | -16.67% | -22.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.