JCPB vs. IUSB
Compare and contrast key facts about JPMorgan Core Plus Bond ETF (JCPB) and iShares Core Universal USD Bond ETF (IUSB).
JCPB and IUSB 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. IUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Universal Index. It was launched on Jun 10, 2014.
Performance
JCPB vs. IUSB - Performance Comparison
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JCPB vs. IUSB - 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% |
IUSB iShares Core Universal USD Bond ETF | -0.07% | 7.38% | 2.11% | 6.23% | -13.04% | -1.33% | 7.62% | 8.24% |
Returns By Period
In the year-to-date period, JCPB achieves a 0.23% return, which is significantly higher than IUSB's -0.07% return.
JCPB
- 1D
- 0.33%
- 1M
- -1.82%
- YTD
- 0.23%
- 6M
- 1.44%
- 1Y
- 5.14%
- 3Y*
- 4.75%
- 5Y*
- 1.25%
- 10Y*
- —
IUSB
- 1D
- 0.20%
- 1M
- -1.81%
- YTD
- -0.07%
- 6M
- 0.97%
- 1Y
- 4.55%
- 3Y*
- 4.07%
- 5Y*
- 0.53%
- 10Y*
- 2.06%
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JCPB vs. IUSB - Expense Ratio Comparison
JCPB has a 0.38% expense ratio, which is higher than IUSB's 0.06% expense ratio.
Return for Risk
JCPB vs. IUSB — Risk / Return Rank
JCPB
IUSB
JCPB vs. IUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond ETF (JCPB) and iShares Core Universal USD Bond ETF (IUSB). 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 | IUSB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.11 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.56 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.92 | +0.03 |
Martin ratioReturn relative to average drawdown | 5.89 | 5.96 | -0.06 |
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 | IUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.11 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.09 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.46 | +0.09 |
Correlation
The correlation between JCPB and IUSB is 0.85, 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. IUSB - Dividend Comparison
JCPB's dividend yield for the trailing twelve months is around 4.94%, more than IUSB's 4.23% 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% |
IUSB iShares Core Universal USD Bond ETF | 4.23% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
Drawdowns
JCPB vs. IUSB - Drawdown Comparison
The maximum JCPB drawdown since its inception was -16.67%, smaller than the maximum IUSB drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for JCPB and IUSB.
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Drawdown Indicators
| JCPB | IUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.67% | -17.90% | +1.23% |
Max Drawdown (1Y)Largest decline over 1 year | -2.75% | -2.49% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -16.67% | -17.87% | +1.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.90% | — |
Current DrawdownCurrent decline from peak | -1.82% | -1.81% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -4.33% | -3.62% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.80% | +0.11% |
Volatility
JCPB vs. IUSB - Volatility Comparison
JPMorgan Core Plus Bond ETF (JCPB) has a higher volatility of 1.74% compared to iShares Core Universal USD Bond ETF (IUSB) at 1.62%. This indicates that JCPB's price experiences larger fluctuations and is considered to be riskier than IUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCPB | IUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.74% | 1.62% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 2.57% | 2.41% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.34% | 4.13% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.36% | 5.77% | -0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.08% | 5.03% | +0.05% |