Screener
JPLD vs ZTRE
Limited Duration Bond ETF vs F/M 3-Year Investment Grade Corporate Bond ETF
Key differences
Both JPLD and ZTRE are fixed income ETFs. JPLD charges 0.24% a year and ZTRE 0.15%. The main difference: ZTRE costs 0.09% less per year.
- ZTRE costs 0.09% less per year.
- JPLD is much larger than ZTRE. 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 | ZTRE | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.15% |
| Fund size (AUM) | $3.8B | $40M |
| Since | 1993 | 2024 |
| Dividend yield | 4.21% | 4.61% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.7% | +4.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 1.46% | 1.87% |
| Max drawdown | -1.17% | -1.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.