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ZTEN vs JBND

F/M 10-Year Investment Grade Corporate Bond ETF vs Jpmorgan Active Bond ETF

ZTEN

F/M 10-Year Investment Grade Corporate Bond ETF

Annual cost

0.15%

Fund size

$30M

JBND

Jpmorgan Active Bond ETF

Annual cost

0.25%

Fund size

$8.1B

Key differences

Both ZTEN and JBND are fixed income ETFs. ZTEN charges 0.15% a year and JBND 0.25%. The main difference: ZTEN follows a index tracking strategy; JBND uses active selection.

  • ZTEN follows a index tracking strategy; JBND uses active selection.
  • ZTEN covers global markets; JBND covers North America.
  • ZTEN costs 0.10% less per year.
  • JBND is much larger than ZTEN. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ZTENJBND
Annual cost (TER)0.15%0.25%
Fund size (AUM)$30M$8.1B
Since20242023
Dividend yield5.52%4.35%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+5.9%+4.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y4.98%3.80%
Max drawdown-5.36%-4.48%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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