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JPIE vs JPIB

JPMorgan Income ETF vs JPMorgan International Bond Opportunities ETF

JPIE

JPMorgan Income ETF

JPMorgan

Annual cost

0.39%

Fund size

$8.7B

JPIB

JPMorgan International Bond Opportunities ETF

JPMorgan

Annual cost

0.50%

Fund size

$1.9B

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.
  • JPIE follows a active selection strategy; JPIB uses index tracking.

Side-by-side comparison

JPIEJPIB
Annual cost (TER)0.39%0.50%
Fund size (AUM)$8.7B$1.9B
Since20212017
Dividend yield5.64%4.92%
Asset classfixed incomefixed income
Regionglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+6.0%+5.5%
CAGR 3Y+6.2%+5.6%
CAGR 5YN/A+2.7%
Sharpe 3Y0.930.52
Volatility 1Y1.58%3.57%
Max drawdown-9.96%-13.13%

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

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