Screener
JPLD vs VRIG
Limited Duration Bond ETF vs Invesco Variable Rate Investment Grade ETF
Key differences
Both JPLD and VRIG are fixed income ETFs. JPLD charges 0.24% a year and VRIG 0.30%. The main difference: JPLD follows a index tracking strategy; VRIG uses active selection.
- JPLD follows a index tracking strategy; VRIG uses active selection.
- JPLD costs 0.06% less per year.
- JPLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPLD | VRIG | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.30% |
| Fund size (AUM) | $3.8B | $1.5B |
| Since | 1993 | 2016 |
| Dividend yield | 4.21% | 4.80% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.9% | +5.0% |
| CAGR 3Y | N/A | +6.0% |
| CAGR 5Y | N/A | +4.4% |
| Sharpe 3Y | N/A | 2.84 |
| Volatility 1Y | 1.46% | 0.50% |
| Max drawdown | -1.17% | -13.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.