Screener
JSCP vs TLT
JPMorgan Short Duration Core Plus ETF vs iShares 20+ Year Treasury Bond ETF
Key differences
Both JSCP and TLT are fixed income ETFs. JSCP charges 0.33% a year and TLT 0.15%. The main difference: JSCP follows a active selection strategy; TLT uses index tracking.
- JSCP follows a active selection strategy; TLT uses index tracking.
- TLT costs 0.18% less per year.
- TLT 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.
- TLT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JSCP | TLT | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.15% |
| Fund size (AUM) | $1.5B | $42.9B |
| Since | 2021 | 2002 |
| Dividend yield | 4.53% | 4.55% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.4% | +2.3% |
| CAGR 3Y | +5.4% | -2.4% |
| CAGR 5Y | +2.4% | -6.2% |
| Sharpe 3Y | 0.68 | -0.36 |
| Volatility 1Y | 1.72% | 9.67% |
| Max drawdown | -8.90% | -48.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.