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JPLD vs ICSH

Limited Duration Bond ETF vs iShares Ultra Short Duration Bond Active ETF

JPLD

Limited Duration Bond ETF

Annual cost

0.24%

Fund size

$3.8B

ICSH

iShares Ultra Short Duration Bond Active ETF

Annual cost

0.08%

Fund size

$7.6B

Key differences

Both JPLD and ICSH are fixed income ETFs. JPLD charges 0.24% a year and ICSH 0.08%. The main difference: JPLD follows a index tracking strategy; ICSH uses active selection.

  • JPLD follows a index tracking strategy; ICSH uses active selection.
  • ICSH costs 0.16% less per year.
  • JPLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JPLDICSH
Annual cost (TER)0.24%0.08%
Fund size (AUM)$3.8B$7.6B
Since19932013
Dividend yield4.21%4.38%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.7%+4.3%
CAGR 3YN/A+5.2%
CAGR 5YN/A+3.7%
Sharpe 3YN/A3.37
Volatility 1Y1.46%0.41%
Max drawdown-1.17%-3.94%

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

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