Screener
JSCP vs IMTB
JPMorgan Short Duration Core Plus ETF vs iShares Core 5-10 Year USD Bond ETF
Key differences
Both JSCP and IMTB are fixed income ETFs. JSCP charges 0.33% a year and IMTB 0.06%. The main difference: JSCP follows a active selection strategy; IMTB uses index tracking.
- JSCP follows a active selection strategy; IMTB uses index tracking.
- IMTB costs 0.27% less per year.
- JSCP is much larger than IMTB. Larger funds are usually more liquid and less likely to close.
- IMTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JSCP | IMTB | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.06% |
| Fund size (AUM) | $1.5B | $280M |
| Since | 2021 | 2016 |
| Dividend yield | 4.53% | 4.48% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +6.3% |
| CAGR 3Y | +5.6% | +5.2% |
| CAGR 5Y | +2.4% | +0.7% |
| Sharpe 3Y | 0.76 | 0.29 |
| Volatility 1Y | 1.72% | 4.04% |
| Max drawdown | -8.90% | -18.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.