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SCCR vs JCPB

Schwab Core Bond ETF vs JPMorgan Core Plus Bond ETF

SCCR

Schwab Core Bond ETF

Schwab ETFs

Annual cost

0.16%

Fund size

$1.4B

JCPB

JPMorgan Core Plus Bond ETF

JPMorgan

Annual cost

0.38%

Fund size

$11.4B

Key differences

  • SCCR costs 0.22% less per year.
  • JCPB is significantly larger than SCCR — larger funds tend to be more liquid and less likely to close.
  • JCPB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCCRJCPB
Annual cost (TER)0.16%0.38%
Fund size (AUM)$1.4B$11.4B
Since20252019
Dividend yield4.47%4.96%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+6.3%+6.7%
CAGR 3YN/A+4.7%
CAGR 5YN/A+1.1%
Sharpe 3YN/A0.24
Volatility 1Y3.84%3.82%
Max drawdown-2.81%-16.67%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCCR and JCPB