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JMTG vs JSCP

JPMorgan Mortgage-Backed Securities ETF vs JPMorgan Short Duration Core Plus ETF

JMTG

JPMorgan Mortgage-Backed Securities ETF

Annual cost

0.24%

Fund size

$6.9B

JSCP

JPMorgan Short Duration Core Plus ETF

Annual cost

0.33%

Fund size

$1.5B

Key differences

Both JMTG and JSCP are fixed income ETFs. JMTG charges 0.24% a year and JSCP 0.33%. The main difference: JMTG follows a index tracking strategy; JSCP uses active selection.

  • JMTG follows a index tracking strategy; JSCP uses active selection.
  • JMTG costs 0.09% less per year.
  • JMTG is much larger than JSCP. Larger funds are usually more liquid and less likely to close.
  • JMTG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JMTGJSCP
Annual cost (TER)0.24%0.33%
Fund size (AUM)$6.9B$1.5B
Since20002021
Dividend yield3.85%4.53%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+4.5%
CAGR 3YN/A+5.6%
CAGR 5YN/A+2.4%
Sharpe 3YN/A0.76
Volatility 1Y1.72%
Max drawdown-2.78%-8.90%

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

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