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.
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.
Performance
BFFAX vs. JCPB - Performance Comparison
Loading data...
Key characteristics
BFFAX:
1.21
JCPB:
1.35
BFFAX:
1.52
JCPB:
1.69
BFFAX:
1.18
JCPB:
1.20
BFFAX:
0.40
JCPB:
0.70
BFFAX:
2.61
JCPB:
3.14
BFFAX:
2.14%
JCPB:
1.94%
BFFAX:
5.38%
JCPB:
5.19%
BFFAX:
-19.76%
JCPB:
-16.67%
BFFAX:
-8.45%
JCPB:
-2.27%
Returns By Period
In the year-to-date period, BFFAX achieves a 2.07% return, which is significantly lower than JCPB's 2.44% return.
BFFAX
2.07%
-0.86%
1.22%
6.44%
1.27%
-1.08%
N/A
JCPB
2.44%
-0.82%
1.15%
6.96%
2.37%
0.32%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
BFFAX vs. JCPB - Dividend Comparison
BFFAX's dividend yield for the trailing twelve months is around 4.64%, less than JCPB's 5.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
BFFAX American Funds The Bond Fund of America Class F-3 | 4.64% | 4.66% | 3.94% | 3.09% | 1.79% | 5.38% | 2.66% | 2.72% | 2.01% |
JCPB JPMorgan Core Plus Bond ETF | 5.10% | 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.
Loading data...
Volatility
BFFAX vs. JCPB - Volatility Comparison
American Funds The Bond Fund of America Class F-3 (BFFAX) has a higher volatility of 1.54% compared to JPMorgan Core Plus Bond ETF (JCPB) at 1.43%. This indicates that BFFAX's price experiences larger fluctuations and is considered to be riskier than JCPB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...