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JSCP vs ISTB

JPMorgan Short Duration Core Plus ETF vs iShares Core 1-5 Year USD Bond ETF

JSCP

JPMorgan Short Duration Core Plus ETF

Annual cost

0.33%

Fund size

$1.5B

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

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

  • JSCP follows a active selection strategy; ISTB uses index tracking.
  • ISTB costs 0.27% less per year.
  • ISTB is much larger than JSCP. Larger funds are usually more liquid and less likely to close.
  • ISTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JSCPISTB
Annual cost (TER)0.33%0.06%
Fund size (AUM)$1.5B$4.7B
Since20212012
Dividend yield4.53%4.23%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.4%+3.9%
CAGR 3Y+5.4%+4.8%
CAGR 5Y+2.4%+1.8%
Sharpe 3Y0.680.47
Volatility 1Y1.72%1.78%
Max drawdown-8.90%-9.34%

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

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