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JPIB vs TLT

JPMorgan International Bond Opportunities ETF vs iShares 20+ Year Treasury Bond ETF

JPIB

JPMorgan International Bond Opportunities ETF

Annual cost

0.50%

Fund size

$2.0B

TLT

iShares 20+ Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$42.9B

Key differences

Both JPIB and TLT are fixed income ETFs. JPIB charges 0.50% a year and TLT 0.15%. The main difference: JPIB covers global markets excluding the US; TLT covers North America.

  • JPIB covers global markets excluding the US; TLT covers North America.
  • TLT costs 0.35% less per year.
  • TLT is much larger than JPIB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, JPIB has delivered higher annualized returns.
  • TLT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JPIBTLT
Annual cost (TER)0.50%0.15%
Fund size (AUM)$2.0B$42.9B
Since20172002
Dividend yield5.03%4.55%
Asset classfixed incomefixed income
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.1%+4.1%
CAGR 3Y+6.1%-1.3%
CAGR 5Y+2.9%-6.2%
Sharpe 3Y0.64-0.28
Volatility 1Y3.58%9.68%
Max drawdown-13.13%-48.35%

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

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