Screener
JPLD vs ISHG
Limited Duration Bond ETF vs iShares 1-3 Year International Treasury Bond ETF
Key differences
Both JPLD and ISHG are fixed income ETFs. JPLD charges 0.24% a year and ISHG 0.35%. The main difference: JPLD covers North America; ISHG covers global markets excluding the US.
- JPLD covers North America; ISHG covers global markets excluding the US.
- JPLD costs 0.11% less per year.
- JPLD is much larger than ISHG. 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 | ISHG | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.35% |
| Fund size (AUM) | $3.8B | $907M |
| Since | 1993 | 2009 |
| Dividend yield | 4.21% | 1.44% |
| Asset class | fixed income | fixed income |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.6% | +1.4% |
| CAGR 3Y | N/A | +3.9% |
| CAGR 5Y | N/A | -1.3% |
| Sharpe 3Y | N/A | 0.08 |
| Volatility 1Y | 1.47% | 6.51% |
| Max drawdown | -1.17% | -25.56% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.