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Screener

JSCP vs SPTS

JPMorgan Short Duration Core Plus ETF vs State Street SPDR Portfolio Short Term Treasury ETF

JSCP

JPMorgan Short Duration Core Plus ETF

Annual cost

0.33%

Fund size

$1.5B

SPTS

State Street SPDR Portfolio Short Term Treasury ETF

Annual cost

0.03%

Fund size

$5.9B

Key differences

Both JSCP and SPTS are fixed income ETFs. JSCP charges 0.33% a year and SPTS 0.03%. The main difference: JSCP follows a active selection strategy; SPTS uses index tracking.

  • JSCP follows a active selection strategy; SPTS uses index tracking.
  • SPTS costs 0.30% less per year.
  • SPTS 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.
  • SPTS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JSCPSPTS
Annual cost (TER)0.33%0.03%
Fund size (AUM)$1.5B$5.9B
Since20212011
Dividend yield4.53%3.92%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.4%+3.3%
CAGR 3Y+5.4%+4.0%
CAGR 5Y+2.4%+1.8%
Sharpe 3Y0.680.24
Volatility 1Y1.72%1.30%
Max drawdown-8.90%-5.71%

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

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