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JPIB vs IMTB

JPMorgan International Bond Opportunities ETF vs iShares Core 5-10 Year USD Bond ETF

JPIB

JPMorgan International Bond Opportunities ETF

Annual cost

0.50%

Fund size

$2.0B

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

Key differences

Both JPIB and IMTB are fixed income ETFs. JPIB charges 0.50% a year and IMTB 0.06%. The main difference: JPIB covers global markets excluding the US; IMTB covers North America.

  • JPIB covers global markets excluding the US; IMTB covers North America.
  • IMTB costs 0.44% less per year.
  • JPIB is much larger than IMTB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

JPIBIMTB
Annual cost (TER)0.50%0.06%
Fund size (AUM)$2.0B$280M
Since20172016
Dividend yield5.03%4.48%
Asset classfixed incomefixed income
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.1%+6.3%
CAGR 3Y+6.1%+5.2%
CAGR 5Y+2.9%+0.7%
Sharpe 3Y0.640.29
Volatility 1Y3.58%4.04%
Max drawdown-13.13%-18.15%

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

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