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JHCR vs JCPB

JHancock Core Bond ETF vs JPMorgan Core Plus Bond ETF

JHCR

JHancock Core Bond ETF

Annual cost

0.29%

Fund size

$2.3B

JCPB

JPMorgan Core Plus Bond ETF

Annual cost

0.38%

Fund size

$12.4B

Key differences

Both JHCR and JCPB are fixed income ETFs. JHCR charges 0.29% a year and JCPB 0.38%. The main difference: JHCR costs 0.09% less per year.

  • JHCR costs 0.09% less per year.
  • JCPB is much larger than JHCR. Larger funds are usually more liquid and less likely to close.
  • JCPB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JHCRJCPB
Annual cost (TER)0.29%0.38%
Fund size (AUM)$2.3B$12.4B
Since20242019
Dividend yield4.23%4.93%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.6%+5.8%
CAGR 3YN/A+5.0%
CAGR 5YN/A+1.1%
Sharpe 3YN/A0.27
Volatility 1Y4.13%3.72%
Max drawdown-2.85%-16.67%

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

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