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SMTH vs JCPB

ALPS Smith Core Plus Bond ETF vs JPMorgan Core Plus Bond ETF

SMTH

ALPS Smith Core Plus Bond ETF

ALPS

Annual cost

0.59%

Fund size

$2.7B

JCPB

JPMorgan Core Plus Bond ETF

JPMorgan

Annual cost

0.38%

Fund size

$11.4B

Key differences

  • JCPB costs 0.21% less per year.
  • JCPB is significantly larger than SMTH — larger funds tend to be more liquid and less likely to close.
  • SMTH follows a index tracking strategy; JCPB uses active selection.

Side-by-side comparison

SMTHJCPB
Annual cost (TER)0.59%0.38%
Fund size (AUM)$2.7B$11.4B
Since20232019
Dividend yield4.41%4.96%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.8%+6.7%
CAGR 3YN/A+4.7%
CAGR 5YN/A+1.1%
Sharpe 3YN/A0.24
Volatility 1Y3.95%3.82%
Max drawdown-4.10%-16.67%

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

Similar to SMTH and JCPB