Screener
UTWY vs JCPB
F/m US Treasury 20 Year Bond ETF vs JPMorgan Core Plus Bond ETF
Key differences
Both UTWY and JCPB are fixed income ETFs. UTWY charges 0.15% a year and JCPB 0.38%. The main difference: UTWY follows a index tracking strategy; JCPB uses active selection.
- UTWY follows a index tracking strategy; JCPB uses active selection.
- UTWY costs 0.23% less per year.
- JCPB is much larger than UTWY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JCPB has delivered higher annualized returns.
Side-by-side comparison
| UTWY | JCPB | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.38% |
| Fund size (AUM) | $8M | $12.4B |
| Since | 2023 | 2019 |
| Dividend yield | 5.07% | 4.93% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +2.5% | +5.3% |
| CAGR 3Y | -1.0% | +4.8% |
| CAGR 5Y | N/A | +1.0% |
| Sharpe 3Y | -0.36 | 0.24 |
| Volatility 1Y | 8.02% | 3.75% |
| Max drawdown | -18.19% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.