Screener
NEAR vs JCPB
iShares Short Duration Bond Active ETF vs JPMorgan Core Plus Bond ETF
Key differences
Both NEAR and JCPB are fixed income ETFs. NEAR charges 0.25% a year and JCPB 0.38%. The main difference: NEAR costs 0.13% less per year.
- NEAR costs 0.13% less per year.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NEAR | JCPB | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.38% |
| Fund size (AUM) | $4.6B | $12.4B |
| Since | 2013 | 2019 |
| Dividend yield | 4.47% | 4.93% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.0% | +5.3% |
| CAGR 3Y | +5.6% | +4.8% |
| CAGR 5Y | +3.8% | +1.0% |
| Sharpe 3Y | 1.13 | 0.24 |
| Volatility 1Y | 1.37% | 3.75% |
| Max drawdown | -9.61% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.