Screener
JSCP vs IEF
JPMorgan Short Duration Core Plus ETF vs iShares 7-10 Year Treasury Bond ETF
Key differences
Both JSCP and IEF are fixed income ETFs. JSCP charges 0.33% a year and IEF 0.15%. The main difference: JSCP follows a active selection strategy; IEF uses index tracking.
- JSCP follows a active selection strategy; IEF uses index tracking.
- IEF costs 0.18% less per year.
- IEF is much larger than JSCP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JSCP has delivered higher annualized returns.
- IEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JSCP | IEF | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.15% |
| Fund size (AUM) | $1.5B | $48.3B |
| Since | 2021 | 2002 |
| Dividend yield | 4.53% | 3.87% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +3.8% |
| CAGR 3Y | +5.6% | +2.8% |
| CAGR 5Y | +2.4% | -1.1% |
| Sharpe 3Y | 0.76 | -0.09 |
| Volatility 1Y | 1.72% | 4.72% |
| Max drawdown | -8.90% | -23.92% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.