BFFAX vs. JCPB
Compare and contrast key facts about American Funds The Bond Fund of America Class F-3 (BFFAX) and JPMorgan Core Plus Bond ETF (JCPB).
BFFAX is managed by American Funds. It was launched on May 28, 1974. JCPB is an actively managed fund by JPMorgan Chase. It was launched on Jan 28, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFFAX or JCPB.
Correlation
The correlation between BFFAX and JCPB is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BFFAX vs. JCPB - Performance Comparison
Key characteristics
BFFAX:
1.37
JCPB:
1.54
BFFAX:
2.03
JCPB:
2.25
BFFAX:
1.24
JCPB:
1.27
BFFAX:
0.49
JCPB:
0.82
BFFAX:
3.51
JCPB:
4.22
BFFAX:
2.09%
JCPB:
1.89%
BFFAX:
5.35%
JCPB:
5.17%
BFFAX:
-19.76%
JCPB:
-16.67%
BFFAX:
-8.07%
JCPB:
-1.99%
Returns By Period
In the year-to-date period, BFFAX achieves a 2.50% return, which is significantly lower than JCPB's 2.73% return.
BFFAX
2.50%
0.66%
2.14%
8.01%
-0.75%
N/A
JCPB
2.73%
0.48%
2.17%
8.56%
0.55%
N/A
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BFFAX vs. JCPB - Expense Ratio Comparison
BFFAX has a 0.20% expense ratio, which is lower than JCPB's 0.40% expense ratio.
Risk-Adjusted Performance
BFFAX vs. JCPB — Risk-Adjusted Performance Rank
BFFAX
JCPB
BFFAX vs. JCPB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Bond Fund of America Class F-3 (BFFAX) and JPMorgan Core Plus Bond ETF (JCPB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BFFAX vs. JCPB - Dividend Comparison
BFFAX's dividend yield for the trailing twelve months is around 4.63%, less than JCPB's 5.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
BFFAX American Funds The Bond Fund of America Class F-3 | 4.63% | 4.68% | 3.95% | 3.09% | 1.79% | 2.21% | 2.66% | 2.73% | 2.01% |
JCPB JPMorgan Core Plus Bond ETF | 5.07% | 5.16% | 4.32% | 3.01% | 2.19% | 2.97% | 2.61% | 0.00% | 0.00% |
Drawdowns
BFFAX vs. JCPB - Drawdown Comparison
The maximum BFFAX drawdown since its inception was -19.76%, which is greater than JCPB's maximum drawdown of -16.67%. Use the drawdown chart below to compare losses from any high point for BFFAX and JCPB. For additional features, visit the drawdowns tool.
Volatility
BFFAX vs. JCPB - Volatility Comparison
American Funds The Bond Fund of America Class F-3 (BFFAX) and JPMorgan Core Plus Bond ETF (JCPB) have volatilities of 2.23% and 2.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.