JCPB vs. BBAG
Compare and contrast key facts about JPMorgan Core Plus Bond ETF (JCPB) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG).
JCPB and BBAG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JCPB is an actively managed fund by JPMorgan. It was launched on Jan 28, 2019. BBAG is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg US Aggregate Bond Index. It was launched on Dec 12, 2018.
Performance
JCPB vs. BBAG - Performance Comparison
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JCPB vs. BBAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JCPB JPMorgan Core Plus Bond ETF | 0.23% | 7.98% | 2.96% | 7.13% | -12.90% | -0.51% | 9.19% | 7.76% |
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 0.11% | 7.27% | 1.26% | 5.41% | -13.26% | -1.79% | 7.31% | 7.63% |
Returns By Period
In the year-to-date period, JCPB achieves a 0.23% return, which is significantly higher than BBAG's 0.11% return.
JCPB
- 1D
- 0.33%
- 1M
- -1.82%
- YTD
- 0.23%
- 6M
- 1.44%
- 1Y
- 5.14%
- 3Y*
- 4.75%
- 5Y*
- 1.25%
- 10Y*
- —
BBAG
- 1D
- 0.30%
- 1M
- -1.73%
- YTD
- 0.11%
- 6M
- 1.03%
- 1Y
- 4.51%
- 3Y*
- 3.61%
- 5Y*
- 0.15%
- 10Y*
- —
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JCPB vs. BBAG - Expense Ratio Comparison
JCPB has a 0.38% expense ratio, which is higher than BBAG's 0.03% expense ratio.
Return for Risk
JCPB vs. BBAG — Risk / Return Rank
JCPB
BBAG
JCPB vs. BBAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond ETF (JCPB) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG). 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.
| JCPB | BBAG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.01 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.43 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.81 | +0.14 |
Martin ratioReturn relative to average drawdown | 5.89 | 4.90 | +0.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JCPB | BBAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.01 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.02 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.33 | +0.22 |
Correlation
The correlation between JCPB and BBAG is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JCPB vs. BBAG - Dividend Comparison
JCPB's dividend yield for the trailing twelve months is around 4.94%, more than BBAG's 4.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
JCPB JPMorgan Core Plus Bond ETF | 4.94% | 4.90% | 5.16% | 4.32% | 3.01% | 2.19% | 2.97% | 3.01% | 0.00% |
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.32% | 4.29% | 4.25% | 3.60% | 2.23% | 1.44% | 2.26% | 2.92% | 0.16% |
Drawdowns
JCPB vs. BBAG - Drawdown Comparison
The maximum JCPB drawdown since its inception was -16.67%, smaller than the maximum BBAG drawdown of -18.73%. Use the drawdown chart below to compare losses from any high point for JCPB and BBAG.
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Drawdown Indicators
| JCPB | BBAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.67% | -18.73% | +2.06% |
Max Drawdown (1Y)Largest decline over 1 year | -2.75% | -2.61% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -16.67% | -18.06% | +1.39% |
Current DrawdownCurrent decline from peak | -1.82% | -2.90% | +1.08% |
Average DrawdownAverage peak-to-trough decline | -4.33% | -6.31% | +1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.96% | -0.05% |
Volatility
JCPB vs. BBAG - Volatility Comparison
JPMorgan Core Plus Bond ETF (JCPB) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) have volatilities of 1.74% and 1.83%, 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.
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Volatility by Period
| JCPB | BBAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.74% | 1.83% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.57% | 2.71% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.34% | 4.47% | -0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.36% | 5.91% | -0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.08% | 5.84% | -0.76% |