BUCK vs. JBND
Compare and contrast key facts about Simplify Stable Income ETF (BUCK) and Jpmorgan Active Bond ETF (JBND).
BUCK and JBND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BUCK is an actively managed fund by Simplify. It was launched on Oct 27, 2022. JBND is an actively managed fund by JPMorgan. It was launched on Oct 11, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUCK or JBND.
Key characteristics
BUCK | JBND | |
---|---|---|
YTD Return | 5.91% | 6.88% |
Daily Std Dev | 3.32% | 5.62% |
Max Drawdown | -2.03% | -3.23% |
Current Drawdown | 0.00% | -0.09% |
Correlation
The correlation between BUCK and JBND is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BUCK vs. JBND - Performance Comparison
In the year-to-date period, BUCK achieves a 5.91% return, which is significantly lower than JBND's 6.88% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BUCK vs. JBND - Expense Ratio Comparison
BUCK has a 0.35% expense ratio, which is higher than JBND's 0.30% expense ratio.
Risk-Adjusted Performance
BUCK vs. JBND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Stable Income ETF (BUCK) and Jpmorgan Active Bond ETF (JBND). 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
BUCK vs. JBND - Dividend Comparison
BUCK's dividend yield for the trailing twelve months is around 8.02%, more than JBND's 3.88% yield.
TTM | 2023 | 2022 | |
---|---|---|---|
Simplify Stable Income ETF | 8.02% | 4.84% | 0.57% |
Jpmorgan Active Bond ETF | 3.88% | 1.00% | 0.00% |
Drawdowns
BUCK vs. JBND - Drawdown Comparison
The maximum BUCK drawdown since its inception was -2.03%, smaller than the maximum JBND drawdown of -3.23%. Use the drawdown chart below to compare losses from any high point for BUCK and JBND. For additional features, visit the drawdowns tool.
Volatility
BUCK vs. JBND - Volatility Comparison
Simplify Stable Income ETF (BUCK) has a higher volatility of 1.25% compared to Jpmorgan Active Bond ETF (JBND) at 0.96%. This indicates that BUCK's price experiences larger fluctuations and is considered to be riskier than JBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.