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JPLD vs FLDR

Limited Duration Bond ETF vs Fidelity Low Duration Bond Factor ETF

JPLD

Limited Duration Bond ETF

Annual cost

0.24%

Fund size

$3.8B

FLDR

Fidelity Low Duration Bond Factor ETF

Annual cost

0.15%

Fund size

$1.6B

Key differences

Both JPLD and FLDR are fixed income ETFs. JPLD charges 0.24% a year and FLDR 0.15%. The main difference: FLDR costs 0.09% less per year.

  • FLDR costs 0.09% less per year.
  • JPLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JPLDFLDR
Annual cost (TER)0.24%0.15%
Fund size (AUM)$3.8B$1.6B
Since19932018
Dividend yield4.21%4.43%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+4.7%
CAGR 3YN/A+5.5%
CAGR 5YN/A+3.8%
Sharpe 3YN/A1.72
Volatility 1Y1.46%0.80%
Max drawdown-1.17%-12.23%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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