JCPB vs. BND
Compare and contrast key facts about JPMorgan Core Plus Bond ETF (JCPB) and Vanguard Total Bond Market ETF (BND).
JCPB and BND 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 Chase. It was launched on Jan 28, 2019. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JCPB or BND.
Correlation
The correlation between JCPB and BND is 0.08, 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
JCPB vs. BND - Performance Comparison
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Key characteristics
JCPB:
1.20
BND:
1.00
JCPB:
1.73
BND:
1.45
JCPB:
1.21
BND:
1.17
JCPB:
0.71
BND:
0.42
JCPB:
3.23
BND:
2.54
JCPB:
1.90%
BND:
2.07%
JCPB:
5.17%
BND:
5.30%
JCPB:
-16.67%
BND:
-18.84%
JCPB:
-2.48%
BND:
-7.35%
Returns By Period
The year-to-date returns for both stocks are quite close, with JCPB having a 2.22% return and BND slightly lower at 2.21%.
JCPB
2.22%
0.33%
1.37%
6.15%
0.53%
N/A
BND
2.21%
0.17%
1.19%
5.24%
-0.84%
1.51%
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JCPB vs. BND - Expense Ratio Comparison
JCPB has a 0.40% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
JCPB vs. BND — Risk-Adjusted Performance Rank
JCPB
BND
JCPB vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond ETF (JCPB) and Vanguard Total Bond Market ETF (BND). 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.
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Dividends
JCPB vs. BND - Dividend Comparison
JCPB's dividend yield for the trailing twelve months is around 5.11%, more than BND's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCPB JPMorgan Core Plus Bond ETF | 5.11% | 5.16% | 4.32% | 3.01% | 2.19% | 2.97% | 2.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.75% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
JCPB vs. BND - Drawdown Comparison
The maximum JCPB drawdown since its inception was -16.67%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for JCPB and BND. For additional features, visit the drawdowns tool.
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Volatility
JCPB vs. BND - Volatility Comparison
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