Screener
JPLD vs BFIX
Limited Duration Bond ETF vs Build Bond Innovation ETF
Key differences
Both JPLD and BFIX are fixed income ETFs. JPLD charges 0.24% a year and BFIX 0.45%. The main difference: JPLD follows a index tracking strategy; BFIX uses option income.
- JPLD follows a index tracking strategy; BFIX uses option income.
- JPLD costs 0.21% less per year.
- JPLD is much larger than BFIX. Larger funds are usually more liquid and less likely to close.
- JPLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPLD | BFIX | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.45% |
| Fund size (AUM) | $3.8B | $12M |
| Since | 1993 | 2022 |
| Dividend yield | 4.21% | 3.52% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +4.9% | +4.1% |
| CAGR 3Y | N/A | +7.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.81 |
| Volatility 1Y | 1.46% | 2.88% |
| Max drawdown | -1.17% | -8.03% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.