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JPLD vs XCCC

Limited Duration Bond ETF vs BondBloxx CCC Rated USD High Yield Corporate Bond ETF

JPLD

Limited Duration Bond ETF

Annual cost

0.24%

Fund size

$3.8B

XCCC

BondBloxx CCC Rated USD High Yield Corporate Bond ETF

Annual cost

0.40%

Fund size

$314M

Key differences

Both JPLD and XCCC are fixed income ETFs. JPLD charges 0.24% a year and XCCC 0.40%. The main difference: JPLD costs 0.16% less per year.

  • JPLD costs 0.16% less per year.
  • JPLD is much larger than XCCC. 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

JPLDXCCC
Annual cost (TER)0.24%0.40%
Fund size (AUM)$3.8B$314M
Since19932022
Dividend yield4.21%9.94%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.9%+6.2%
CAGR 3YN/A+10.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.95
Volatility 1Y1.46%5.31%
Max drawdown-1.17%-11.00%

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

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