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JSCP vs TLH

JPMorgan Short Duration Core Plus ETF vs iShares 10-20 Year Treasury Bond ETF

JSCP

JPMorgan Short Duration Core Plus ETF

Annual cost

0.33%

Fund size

$1.5B

TLH

iShares 10-20 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$11.4B

Key differences

Both JSCP and TLH are fixed income ETFs. JSCP charges 0.33% a year and TLH 0.15%. The main difference: JSCP follows a active selection strategy; TLH uses index tracking.

  • JSCP follows a active selection strategy; TLH uses index tracking.
  • TLH costs 0.18% less per year.
  • TLH 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.
  • TLH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JSCPTLH
Annual cost (TER)0.33%0.15%
Fund size (AUM)$1.5B$11.4B
Since20212007
Dividend yield4.53%4.39%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.4%+3.2%
CAGR 3Y+5.4%+0.0%
CAGR 5Y+2.4%-3.8%
Sharpe 3Y0.68-0.26
Volatility 1Y1.72%7.93%
Max drawdown-8.90%-41.14%

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

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