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PCRB vs JPIE

Putnam ESG Core Bond ETF - vs JPMorgan Income ETF

PCRB

Putnam ESG Core Bond ETF -

Annual cost

0.36%

Fund size

$7M

JPIE

JPMorgan Income ETF

Annual cost

0.39%

Fund size

$8.7B

Key differences

  • JPIE is significantly larger than PCRB — larger funds tend to be more liquid and less likely to close.
  • PCRB follows a index tracking strategy; JPIE uses active selection.
  • Over the last 3 years, JPIE has delivered higher annualized returns.

Side-by-side comparison

PCRBJPIE
Annual cost (TER)0.36%0.39%
Fund size (AUM)$7M$8.7B
Since20232021
Dividend yield9.54%5.64%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+5.2%+6.3%
CAGR 3Y+4.3%+6.6%
CAGR 5YN/AN/A
Sharpe 3Y0.161.06
Volatility 1Y3.77%1.59%
Max drawdown-7.20%-9.96%

Similar to PCRB and JPIE