Screener
JPIE vs BWX
JPMorgan Income ETF vs State Street SPDR Bloomberg International Treasury Bond ETF
Key differences
Both JPIE and BWX are fixed income ETFs. JPIE charges 0.39% a year and BWX 0.35%. The main difference: JPIE follows a active selection strategy; BWX uses index tracking.
- JPIE follows a active selection strategy; BWX uses index tracking.
- JPIE is much larger than BWX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JPIE has delivered higher annualized returns.
- BWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPIE | BWX | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.35% |
| Fund size (AUM) | $9.1B | $1.5B |
| Since | 2021 | 2007 |
| Dividend yield | 5.60% | 2.32% |
| Asset class | fixed income | fixed income |
| Region | — | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.7% | -3.4% |
| CAGR 3Y | +6.4% | +0.7% |
| CAGR 5Y | N/A | -4.6% |
| Sharpe 3Y | 1.00 | -0.29 |
| Volatility 1Y | 1.60% | 7.72% |
| Max drawdown | -9.96% | -34.00% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.