JCPB vs. FIBR
Compare and contrast key facts about JPMorgan Core Plus Bond ETF (JCPB) and iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR).
JCPB and FIBR 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. FIBR is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Fixed Income Balanced Risk Index. It was launched on Feb 24, 2015.
Performance
JCPB vs. FIBR - Performance Comparison
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JCPB vs. FIBR - 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% |
FIBR iShares U.S. Fixed Income Balanced Risk Systematic ETF | -0.11% | 8.32% | 6.04% | 8.22% | -13.57% | -1.00% | 3.31% | 8.22% |
Returns By Period
In the year-to-date period, JCPB achieves a 0.23% return, which is significantly higher than FIBR'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*
- —
FIBR
- 1D
- 0.44%
- 1M
- -1.96%
- YTD
- -0.11%
- 6M
- 0.96%
- 1Y
- 6.43%
- 3Y*
- 6.53%
- 5Y*
- 1.67%
- 10Y*
- 2.49%
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JCPB vs. FIBR - Expense Ratio Comparison
JCPB has a 0.38% expense ratio, which is higher than FIBR's 0.25% expense ratio.
Return for Risk
JCPB vs. FIBR — Risk / Return Rank
JCPB
FIBR
JCPB vs. FIBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond ETF (JCPB) and iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR). 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 | FIBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.67 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.67 | 2.40 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.31 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 2.25 | -0.30 |
Martin ratioReturn relative to average drawdown | 5.89 | 9.19 | -3.30 |
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 | FIBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.67 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.30 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.50 | +0.05 |
Correlation
The correlation between JCPB and FIBR is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JCPB vs. FIBR - Dividend Comparison
JCPB's dividend yield for the trailing twelve months is around 4.94%, more than FIBR's 4.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCPB JPMorgan Core Plus Bond ETF | 4.94% | 4.90% | 5.16% | 4.32% | 3.01% | 2.19% | 2.97% | 3.01% | 0.00% | 0.00% | 0.00% | 0.00% |
FIBR iShares U.S. Fixed Income Balanced Risk Systematic ETF | 4.70% | 4.78% | 5.04% | 4.44% | 3.27% | 1.92% | 2.57% | 3.27% | 3.61% | 2.74% | 2.92% | 2.26% |
Drawdowns
JCPB vs. FIBR - Drawdown Comparison
The maximum JCPB drawdown since its inception was -16.67%, smaller than the maximum FIBR drawdown of -18.47%. Use the drawdown chart below to compare losses from any high point for JCPB and FIBR.
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Drawdown Indicators
| JCPB | FIBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.67% | -18.47% | +1.80% |
Max Drawdown (1Y)Largest decline over 1 year | -2.75% | -2.84% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -16.67% | -18.47% | +1.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.47% | — |
Current DrawdownCurrent decline from peak | -1.82% | -1.96% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -4.33% | -3.30% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.69% | +0.22% |
Volatility
JCPB vs. FIBR - Volatility Comparison
The current volatility for JPMorgan Core Plus Bond ETF (JCPB) is 1.74%, while iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR) has a volatility of 1.91%. This indicates that JCPB experiences smaller price fluctuations and is considered to be less risky than FIBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCPB | FIBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.74% | 1.91% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 2.57% | 2.96% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.34% | 3.87% | +0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.36% | 5.59% | -0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.08% | 4.93% | +0.15% |