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JPIE vs CGCP

JPMorgan Income ETF vs Capital Group Core Plus Income ETF

JPIE

JPMorgan Income ETF

JPMorgan

Annual cost

0.39%

Fund size

$8.7B

CGCP

Capital Group Core Plus Income ETF

Capital Group

Annual cost

0.34%

Fund size

$7.6B

Key differences

  • Over the last 3 years, JPIE has delivered higher annualized returns.

Side-by-side comparison

JPIECGCP
Annual cost (TER)0.39%0.34%
Fund size (AUM)$8.7B$7.6B
Since20212022
Dividend yield5.64%5.14%
Asset classfixed incomefixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+6.0%+6.6%
CAGR 3Y+6.2%+5.1%
CAGR 5YN/AN/A
Sharpe 3Y0.930.29
Volatility 1Y1.58%3.74%
Max drawdown-9.96%-15.07%

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

Similar to JPIE and CGCP