FLUD vs. JPST
Compare and contrast key facts about Franklin Liberty Ultra Short Bond ETF (FLUD) and JPMorgan Ultra-Short Income ETF (JPST).
FLUD and JPST are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLUD is an actively managed fund by Franklin Templeton. It was launched on Jul 14, 2020. 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: FLUD or JPST.
Correlation
The correlation between FLUD and JPST is 0.09, 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
FLUD vs. JPST - Performance Comparison
Key characteristics
FLUD:
2.82
JPST:
9.43
FLUD:
4.41
JPST:
19.13
FLUD:
1.62
JPST:
4.62
FLUD:
8.82
JPST:
18.74
FLUD:
34.31
JPST:
135.54
FLUD:
0.15%
JPST:
0.04%
FLUD:
1.85%
JPST:
0.59%
FLUD:
-1.66%
JPST:
-3.28%
FLUD:
0.00%
JPST:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with FLUD having a 1.64% return and JPST slightly lower at 1.59%.
FLUD
1.64%
0.21%
2.42%
5.21%
N/A
N/A
JPST
1.59%
0.40%
2.40%
5.50%
3.12%
N/A
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FLUD vs. JPST - Expense Ratio Comparison
FLUD has a 0.15% expense ratio, which is lower than JPST's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FLUD vs. JPST — Risk-Adjusted Performance Rank
FLUD
JPST
FLUD vs. JPST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Liberty Ultra Short Bond ETF (FLUD) 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.
Dividends
FLUD vs. JPST - Dividend Comparison
FLUD's dividend yield for the trailing twelve months is around 4.74%, less than JPST's 4.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FLUD Franklin Liberty Ultra Short Bond ETF | 4.74% | 4.97% | 4.72% | 1.39% | 0.92% | 0.87% | 0.00% | 0.00% | 0.00% |
JPST JPMorgan Ultra-Short Income ETF | 4.97% | 5.16% | 4.79% | 1.83% | 0.73% | 1.43% | 2.69% | 2.07% | 0.96% |
Drawdowns
FLUD vs. JPST - Drawdown Comparison
The maximum FLUD drawdown since its inception was -1.66%, smaller than the maximum JPST drawdown of -3.28%. Use the drawdown chart below to compare losses from any high point for FLUD and JPST. For additional features, visit the drawdowns tool.
Volatility
FLUD vs. JPST - Volatility Comparison
Franklin Liberty Ultra Short Bond ETF (FLUD) has a higher volatility of 0.52% compared to JPMorgan Ultra-Short Income ETF (JPST) at 0.30%. This indicates that FLUD'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.