Screener
PTRB vs JCPB
PGIM Total Return Bond ETF vs JPMorgan Core Plus Bond ETF
Key differences
Both PTRB and JCPB are fixed income ETFs. PTRB charges 0.49% a year and JCPB 0.38%. The main difference: JCPB costs 0.11% less per year.
- JCPB costs 0.11% less per year.
- JCPB is much larger than PTRB. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PTRB | JCPB | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.38% |
| Fund size (AUM) | $987M | $12.4B |
| Since | 2021 | 2019 |
| Dividend yield | 5.12% | 4.93% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.4% | +5.8% |
| CAGR 3Y | +5.0% | +5.0% |
| CAGR 5Y | N/A | +1.1% |
| Sharpe 3Y | 0.27 | 0.27 |
| Volatility 1Y | 3.96% | 3.72% |
| Max drawdown | -19.17% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.