Screener
TLT vs JCPB
iShares 20+ Year Treasury Bond ETF vs JPMorgan Core Plus Bond ETF
Key differences
Both TLT and JCPB are fixed income ETFs. TLT charges 0.15% a year and JCPB 0.38%. The main difference: TLT follows a index tracking strategy; JCPB uses active selection.
- TLT follows a index tracking strategy; JCPB uses active selection.
- TLT costs 0.23% less per year.
- TLT is much larger than JCPB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JCPB has delivered higher annualized returns.
- TLT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TLT | JCPB | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.38% |
| Fund size (AUM) | $42.9B | $12.4B |
| Since | 2002 | 2019 |
| Dividend yield | 4.55% | 4.93% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +2.3% | +5.3% |
| CAGR 3Y | -2.4% | +4.8% |
| CAGR 5Y | -6.2% | +1.0% |
| Sharpe 3Y | -0.36 | 0.24 |
| Volatility 1Y | 9.67% | 3.75% |
| Max drawdown | -48.35% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.