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JPLD vs ISTB

Limited Duration Bond ETF vs iShares Core 1-5 Year USD Bond ETF

JPLD

Limited Duration Bond ETF

Annual cost

0.24%

Fund size

$3.8B

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

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

  • ISTB costs 0.18% less per year.
  • JPLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JPLDISTB
Annual cost (TER)0.24%0.06%
Fund size (AUM)$3.8B$4.7B
Since19932012
Dividend yield4.21%4.23%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.6%+3.9%
CAGR 3YN/A+4.8%
CAGR 5YN/A+1.8%
Sharpe 3YN/A0.47
Volatility 1Y1.47%1.78%
Max drawdown-1.17%-9.34%

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

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