Screener
JPLD vs IEF
Limited Duration Bond ETF vs iShares 7-10 Year Treasury Bond ETF
Key differences
Both JPLD and IEF are fixed income ETFs. JPLD charges 0.24% a year and IEF 0.15%. The main difference: IEF costs 0.09% less per year.
- IEF costs 0.09% less per year.
- IEF is much larger than JPLD. 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 | IEF | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.15% |
| Fund size (AUM) | $3.8B | $48.3B |
| Since | 1993 | 2002 |
| Dividend yield | 4.21% | 3.87% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.6% | +3.1% |
| CAGR 3Y | N/A | +2.0% |
| CAGR 5Y | N/A | -1.2% |
| Sharpe 3Y | N/A | -0.20 |
| Volatility 1Y | 1.47% | 4.75% |
| Max drawdown | -1.17% | -23.92% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.