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JPIB vs SPLB

JPMorgan International Bond Opportunities ETF vs State Street SPDR Portfolio Long Term Corporate Bond ETF

JPIB

JPMorgan International Bond Opportunities ETF

Annual cost

0.50%

Fund size

$2.0B

SPLB

State Street SPDR Portfolio Long Term Corporate Bond ETF

Annual cost

0.04%

Fund size

$1.3B

Key differences

Both JPIB and SPLB are fixed income ETFs. JPIB charges 0.50% a year and SPLB 0.04%. The main difference: JPIB covers global markets excluding the US; SPLB covers North America.

  • JPIB covers global markets excluding the US; SPLB covers North America.
  • SPLB costs 0.46% less per year.
  • Over the last three years, JPIB has delivered higher annualized returns.
  • SPLB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JPIBSPLB
Annual cost (TER)0.50%0.04%
Fund size (AUM)$2.0B$1.3B
Since20172009
Dividend yield5.03%5.34%
Asset classfixed incomefixed income
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.1%+6.9%
CAGR 3Y+6.1%+5.0%
CAGR 5Y+2.9%-1.7%
Sharpe 3Y0.640.17
Volatility 1Y3.58%8.07%
Max drawdown-13.13%-34.46%

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

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