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JPIB vs JPIE

JPMorgan International Bond Opportunities ETF vs JPMorgan Income ETF

JPIB

JPMorgan International Bond Opportunities ETF

JPMorgan

Annual cost

0.50%

Fund size

$1.9B

JPIE

JPMorgan Income ETF

JPMorgan

Annual cost

0.39%

Fund size

$8.7B

Key differences

  • JPIE costs 0.11% less per year.
  • JPIE is significantly larger than JPIB — larger funds tend to be more liquid and less likely to close.
  • JPIB follows a index tracking strategy; JPIE uses active selection.

Side-by-side comparison

JPIBJPIE
Annual cost (TER)0.50%0.39%
Fund size (AUM)$1.9B$8.7B
Since20172021
Dividend yield4.92%5.64%
Asset classfixed incomefixed income
Regionglobal ex us
Strategyindex trackingactive selection
CAGR 1Y+5.5%+6.0%
CAGR 3Y+5.6%+6.2%
CAGR 5Y+2.7%N/A
Sharpe 3Y0.520.93
Volatility 1Y3.57%1.58%
Max drawdown-13.13%-9.96%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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