Screener
JPLD vs SHY
Limited Duration Bond ETF vs iShares 1-3 Year Treasury Bond ETF
Key differences
Both JPLD and SHY are fixed income ETFs. JPLD charges 0.24% a year and SHY 0.15%. The main difference: SHY costs 0.09% less per year.
- SHY costs 0.09% less per year.
- SHY 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 | SHY | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.15% |
| Fund size (AUM) | $3.8B | $25.4B |
| Since | 1993 | 2002 |
| Dividend yield | 4.21% | 3.71% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.6% | +3.2% |
| CAGR 3Y | N/A | +3.9% |
| CAGR 5Y | N/A | +1.7% |
| Sharpe 3Y | N/A | 0.16 |
| Volatility 1Y | 1.47% | 1.34% |
| Max drawdown | -1.17% | -5.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.