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JPLD vs IGEB

Limited Duration Bond ETF vs iShares Investment Grade Systematic Bond ETF

JPLD

Limited Duration Bond ETF

Annual cost

0.24%

Fund size

$3.8B

IGEB

iShares Investment Grade Systematic Bond ETF

Annual cost

0.18%

Fund size

$1.4B

Key differences

Both JPLD and IGEB are fixed income ETFs. JPLD charges 0.24% a year and IGEB 0.18%. The main difference: IGEB costs 0.06% less per year.

  • IGEB costs 0.06% less per year.
  • JPLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JPLDIGEB
Annual cost (TER)0.24%0.18%
Fund size (AUM)$3.8B$1.4B
Since19932017
Dividend yield4.21%5.01%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+5.6%
CAGR 3YN/A+5.8%
CAGR 5YN/A+1.1%
Sharpe 3YN/A0.39
Volatility 1Y1.46%4.13%
Max drawdown-1.17%-21.13%

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

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