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JPST vs JPIE
JPMorgan Ultra-Short Income ETF vs JPMorgan Income ETF
Key differences
- JPST costs 0.21% less per year.
- JPST is significantly larger than JPIE — larger funds tend to be more liquid and less likely to close.
- JPST follows a index tracking strategy; JPIE uses active selection.
- Over the last 3 years, JPIE has delivered higher annualized returns.
Side-by-side comparison
| JPST | JPIE | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.39% |
| Fund size (AUM) | $37.6B | $8.7B |
| Since | 2017 | 2021 |
| Dividend yield | 4.32% | 5.64% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.4% | +6.0% |
| CAGR 3Y | +5.1% | +6.2% |
| CAGR 5Y | +3.6% | N/A |
| Sharpe 3Y | 2.61 | 0.93 |
| Volatility 1Y | 0.54% | 1.58% |
| Max drawdown | -3.28% | -9.96% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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