Screener
JPLD vs OVB
Limited Duration Bond ETF vs Overlay Shares Core Bond ETF
Key differences
Both JPLD and OVB are fixed income ETFs. JPLD charges 0.24% a year and OVB 0.79%. The main difference: JPLD follows a index tracking strategy; OVB uses option income.
- JPLD follows a index tracking strategy; OVB uses option income.
- JPLD costs 0.55% less per year.
- JPLD is much larger than OVB. 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 | OVB | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.79% |
| Fund size (AUM) | $3.8B | $47M |
| Since | 1993 | 2019 |
| Dividend yield | 4.21% | 6.95% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +4.9% | +8.6% |
| CAGR 3Y | N/A | +5.9% |
| CAGR 5Y | N/A | +0.7% |
| Sharpe 3Y | N/A | 0.34 |
| Volatility 1Y | 1.46% | 5.93% |
| Max drawdown | -1.17% | -21.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.