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JPIE vs JPST
JPMorgan Income ETF vs JPMorgan Ultra-Short Income ETF
Key differences
- JPST costs 0.21% less per year.
- JPST is significantly larger than JPIE — larger funds tend to be more liquid and less likely to close.
- JPIE follows a active selection strategy; JPST uses index tracking.
- Over the last 3 years, JPIE has delivered higher annualized returns.
Side-by-side comparison
| JPIE | JPST | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.18% |
| Fund size (AUM) | $8.7B | $37.6B |
| Since | 2021 | 2017 |
| Dividend yield | 5.64% | 4.32% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.0% | +4.4% |
| CAGR 3Y | +6.2% | +5.1% |
| CAGR 5Y | N/A | +3.6% |
| Sharpe 3Y | 0.93 | 2.61 |
| Volatility 1Y | 1.58% | 0.54% |
| Max drawdown | -9.96% | -3.28% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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