Screener
JSCP vs SPTL
JPMorgan Short Duration Core Plus ETF vs State Street SPDR Portfolio Long Term Treasury ETF
Key differences
Both JSCP and SPTL are fixed income ETFs. JSCP charges 0.33% a year and SPTL 0.03%. The main difference: JSCP follows a active selection strategy; SPTL uses index tracking.
- JSCP follows a active selection strategy; SPTL uses index tracking.
- SPTL costs 0.30% less per year.
- SPTL 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.
- SPTL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JSCP | SPTL | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.03% |
| Fund size (AUM) | $1.5B | $10.1B |
| Since | 2021 | 2007 |
| Dividend yield | 4.53% | 4.19% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.4% | +2.9% |
| CAGR 3Y | +5.4% | -1.3% |
| CAGR 5Y | +2.4% | -5.2% |
| Sharpe 3Y | 0.68 | -0.32 |
| Volatility 1Y | 1.72% | 8.83% |
| Max drawdown | -8.90% | -46.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.