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JPIB vs BWX

JPMorgan International Bond Opportunities ETF vs State Street SPDR Bloomberg International Treasury Bond ETF

JPIB

JPMorgan International Bond Opportunities ETF

Annual cost

0.50%

Fund size

$2.0B

BWX

State Street SPDR Bloomberg International Treasury Bond ETF

Annual cost

0.35%

Fund size

$1.5B

Key differences

Both JPIB and BWX are fixed income ETFs. JPIB charges 0.50% a year and BWX 0.35%. The main difference: BWX costs 0.15% less per year.

  • BWX costs 0.15% less per year.
  • Over the last three years, JPIB has delivered higher annualized returns.
  • BWX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JPIBBWX
Annual cost (TER)0.50%0.35%
Fund size (AUM)$2.0B$1.5B
Since20172007
Dividend yield5.03%2.32%
Asset classfixed incomefixed income
Regionglobal ex usglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+4.4%-3.4%
CAGR 3Y+5.6%+0.7%
CAGR 5Y+2.7%-4.6%
Sharpe 3Y0.51-0.29
Volatility 1Y3.53%7.72%
Max drawdown-13.13%-34.00%

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

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