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Screener

JSCP vs ILTB

JPMorgan Short Duration Core Plus ETF vs iShares Core 10+ Year USD Bond ETF

JSCP

JPMorgan Short Duration Core Plus ETF

Annual cost

0.33%

Fund size

$1.5B

ILTB

iShares Core 10+ Year USD Bond ETF

Annual cost

0.06%

Fund size

$591M

Key differences

Both JSCP and ILTB are fixed income ETFs. JSCP charges 0.33% a year and ILTB 0.06%. The main difference: JSCP follows a active selection strategy; ILTB uses index tracking.

  • JSCP follows a active selection strategy; ILTB uses index tracking.
  • ILTB costs 0.27% less per year.
  • Over the last three years, JSCP has delivered higher annualized returns.
  • ILTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JSCPILTB
Annual cost (TER)0.33%0.06%
Fund size (AUM)$1.5B$591M
Since20212009
Dividend yield4.53%4.93%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.4%+5.2%
CAGR 3Y+5.4%+2.3%
CAGR 5Y+2.4%-2.9%
Sharpe 3Y0.68-0.06
Volatility 1Y1.72%7.82%
Max drawdown-8.90%-36.89%

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

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