Screener
JSCP vs UTWY
JPMorgan Short Duration Core Plus ETF vs F/m US Treasury 20 Year Bond ETF
Key differences
Both JSCP and UTWY are fixed income ETFs. JSCP charges 0.33% a year and UTWY 0.15%. The main difference: JSCP follows a active selection strategy; UTWY uses index tracking.
- JSCP follows a active selection strategy; UTWY uses index tracking.
- UTWY costs 0.18% less per year.
- JSCP is much larger than UTWY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JSCP has delivered higher annualized returns.
Side-by-side comparison
| JSCP | UTWY | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.15% |
| Fund size (AUM) | $1.5B | $8M |
| Since | 2021 | 2023 |
| Dividend yield | 4.53% | 5.07% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.4% | +2.5% |
| CAGR 3Y | +5.4% | -1.0% |
| CAGR 5Y | +2.4% | N/A |
| Sharpe 3Y | 0.68 | -0.36 |
| Volatility 1Y | 1.72% | 8.02% |
| Max drawdown | -8.90% | -18.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.