Screener
JCPB vs UTHY
JPMorgan Core Plus Bond ETF vs F/m US Treasury 30 Year Bond ETF
Key differences
Both JCPB and UTHY are fixed income ETFs. JCPB charges 0.38% a year and UTHY 0.15%. The main difference: JCPB follows a active selection strategy; UTHY uses index tracking.
- JCPB follows a active selection strategy; UTHY uses index tracking.
- UTHY costs 0.23% less per year.
- JCPB is much larger than UTHY. 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
| JCPB | UTHY | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.15% |
| Fund size (AUM) | $12.4B | $24M |
| Since | 2019 | 2023 |
| Dividend yield | 4.93% | 5.02% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.3% | +2.0% |
| CAGR 3Y | +4.8% | -2.7% |
| CAGR 5Y | +1.0% | N/A |
| Sharpe 3Y | 0.24 | -0.40 |
| Volatility 1Y | 3.75% | 9.32% |
| Max drawdown | -16.67% | -21.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.