Screener
MAGG vs JPLD
Madison Aggregate Bond ETF vs Limited Duration Bond ETF
Key differences
Both MAGG and JPLD are fixed income ETFs. MAGG charges 0.36% a year and JPLD 0.24%. The main difference: MAGG follows a active selection strategy; JPLD uses index tracking.
- MAGG follows a active selection strategy; JPLD uses index tracking.
- JPLD costs 0.12% less per year.
- JPLD is much larger than MAGG. Larger funds are usually more liquid and less likely to close.
- JPLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MAGG | JPLD | |
|---|---|---|
| Annual cost (TER) | 0.36% | 0.24% |
| Fund size (AUM) | $68M | $3.8B |
| Since | 2023 | 1993 |
| Dividend yield | 4.73% | 4.21% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.3% | +4.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 3.95% | 1.46% |
| Max drawdown | -4.55% | -1.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.