Screener
MEAR vs JCPB
iShares Short Maturity Municipal Bond Active ETF vs JPMorgan Core Plus Bond ETF
Key differences
Both MEAR and JCPB are fixed income ETFs. MEAR charges 0.26% a year and JCPB 0.38%. The main difference: MEAR costs 0.12% less per year.
- MEAR costs 0.12% less per year.
- JCPB is much larger than MEAR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JCPB has delivered higher annualized returns.
Side-by-side comparison
| MEAR | JCPB | |
|---|---|---|
| Annual cost (TER) | 0.26% | 0.38% |
| Fund size (AUM) | $1.4B | $12.4B |
| Since | 2015 | 2019 |
| Dividend yield | 2.86% | 4.93% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +3.3% | +5.3% |
| CAGR 3Y | +3.6% | +4.8% |
| CAGR 5Y | +2.4% | +1.0% |
| Sharpe 3Y | 0.01 | 0.24 |
| Volatility 1Y | 0.86% | 3.75% |
| Max drawdown | -2.68% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.