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JPST vs JCPB

JPMorgan Ultra-Short Income ETF vs JPMorgan Core Plus Bond ETF

JPST

JPMorgan Ultra-Short Income ETF

JPMorgan

Annual cost

0.18%

Fund size

$37.6B

JCPB

JPMorgan Core Plus Bond ETF

JPMorgan

Annual cost

0.38%

Fund size

$11.4B

Key differences

  • JPST costs 0.20% less per year.
  • JPST is significantly larger than JCPB — larger funds tend to be more liquid and less likely to close.
  • JPST follows a index tracking strategy; JCPB uses active selection.

Side-by-side comparison

JPSTJCPB
Annual cost (TER)0.18%0.38%
Fund size (AUM)$37.6B$11.4B
Since20172019
Dividend yield4.32%4.96%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.4%+6.7%
CAGR 3Y+5.1%+4.7%
CAGR 5Y+3.6%+1.1%
Sharpe 3Y2.610.24
Volatility 1Y0.54%3.82%
Max drawdown-3.28%-16.67%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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