Correlation
The correlation between FLBL and JPST is 0.07, 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.
FLBL vs. JPST
Compare and contrast key facts about Franklin Liberty Senior Loan ETF (FLBL) and JPMorgan Ultra-Short Income ETF (JPST).
FLBL and JPST are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLBL is an actively managed fund by Franklin Templeton. It was launched on May 30, 2018. JPST is an actively managed fund by JPMorgan Chase. It was launched on May 17, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLBL or JPST.
Performance
FLBL vs. JPST - Performance Comparison
Loading data...
Key characteristics
FLBL:
1.56
JPST:
8.77
FLBL:
2.24
JPST:
17.56
FLBL:
1.50
JPST:
4.10
FLBL:
1.60
JPST:
18.35
FLBL:
10.40
JPST:
130.80
FLBL:
0.60%
JPST:
0.04%
FLBL:
3.95%
JPST:
0.62%
FLBL:
-19.52%
JPST:
-3.28%
FLBL:
-0.00%
JPST:
0.00%
Returns By Period
In the year-to-date period, FLBL achieves a 1.74% return, which is significantly lower than JPST's 1.97% return.
FLBL
1.74%
1.50%
2.30%
6.13%
8.47%
6.38%
N/A
JPST
1.97%
0.38%
2.47%
5.36%
4.73%
3.02%
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.
FLBL vs. JPST - Expense Ratio Comparison
FLBL has a 0.45% expense ratio, which is higher than JPST's 0.18% expense ratio.
Risk-Adjusted Performance
FLBL vs. JPST — Risk-Adjusted Performance Rank
FLBL
JPST
FLBL vs. JPST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Liberty Senior Loan ETF (FLBL) and JPMorgan Ultra-Short Income ETF (JPST). 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
FLBL vs. JPST - Dividend Comparison
FLBL's dividend yield for the trailing twelve months is around 7.33%, more than JPST's 4.90% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|
FLBL Franklin Liberty Senior Loan ETF | 7.33% | 8.05% | 8.37% | 5.53% | 3.57% | 3.22% | 3.97% | 2.20% | 0.00% |
JPST JPMorgan Ultra-Short Income ETF | 4.90% | 5.16% | 4.79% | 1.83% | 0.73% | 1.43% | 2.69% | 2.07% | 0.96% |
Drawdowns
FLBL vs. JPST - Drawdown Comparison
The maximum FLBL drawdown since its inception was -19.52%, which is greater than JPST's maximum drawdown of -3.28%. Use the drawdown chart below to compare losses from any high point for FLBL and JPST.
Loading data...
Volatility
FLBL vs. JPST - Volatility Comparison
Franklin Liberty Senior Loan ETF (FLBL) has a higher volatility of 0.71% compared to JPMorgan Ultra-Short Income ETF (JPST) at 0.21%. This indicates that FLBL's price experiences larger fluctuations and is considered to be riskier than JPST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...