Screener
JPLD vs IEI
Limited Duration Bond ETF vs iShares 3-7 Year Treasury Bond ETF
Key differences
Both JPLD and IEI are fixed income ETFs. JPLD charges 0.24% a year and IEI 0.15%. The main difference: IEI costs 0.09% less per year.
- IEI costs 0.09% less per year.
- IEI 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 | IEI | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.15% |
| Fund size (AUM) | $3.8B | $18.5B |
| Since | 1993 | 2007 |
| Dividend yield | 4.21% | 3.62% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.6% | +2.8% |
| CAGR 3Y | N/A | +3.2% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | N/A | -0.08 |
| Volatility 1Y | 1.47% | 3.02% |
| Max drawdown | -1.17% | -14.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.