JPIB vs. USFR
Compare and contrast key facts about JPMorgan International Bond Opportunities ETF (JPIB) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR).
JPIB and USFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPIB is an actively managed fund by JPMorgan Chase. It was launched on Apr 5, 2017. USFR is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg U.S. Treasury Floating Rate Bond Index. It was launched on Feb 4, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPIB or USFR.
Correlation
The correlation between JPIB and USFR is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
JPIB vs. USFR - Performance Comparison
Key characteristics
JPIB:
1.91
USFR:
15.67
JPIB:
2.84
USFR:
51.09
JPIB:
1.37
USFR:
12.98
JPIB:
3.37
USFR:
81.80
JPIB:
9.72
USFR:
691.11
JPIB:
0.68%
USFR:
0.01%
JPIB:
3.47%
USFR:
0.31%
JPIB:
-13.13%
USFR:
-1.35%
JPIB:
-0.46%
USFR:
0.00%
Returns By Period
In the year-to-date period, JPIB achieves a 2.04% return, which is significantly higher than USFR's 1.18% return.
JPIB
2.04%
0.11%
1.20%
7.11%
3.58%
N/A
USFR
1.18%
0.26%
2.28%
4.84%
2.77%
2.48%
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JPIB vs. USFR - Expense Ratio Comparison
JPIB has a 0.50% expense ratio, which is higher than USFR's 0.15% expense ratio.
Risk-Adjusted Performance
JPIB vs. USFR — Risk-Adjusted Performance Rank
JPIB
USFR
JPIB vs. USFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Bond Opportunities ETF (JPIB) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR). 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
JPIB vs. USFR - Dividend Comparison
JPIB's dividend yield for the trailing twelve months is around 4.77%, less than USFR's 4.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPIB JPMorgan International Bond Opportunities ETF | 4.77% | 4.57% | 4.35% | 3.10% | 2.59% | 3.14% | 4.66% | 5.83% | 2.00% | 0.00% |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | 4.86% | 5.17% | 5.12% | 1.78% | 0.02% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% |
Drawdowns
JPIB vs. USFR - Drawdown Comparison
The maximum JPIB drawdown since its inception was -13.13%, which is greater than USFR's maximum drawdown of -1.35%. Use the drawdown chart below to compare losses from any high point for JPIB and USFR. For additional features, visit the drawdowns tool.
Volatility
JPIB vs. USFR - Volatility Comparison
JPMorgan International Bond Opportunities ETF (JPIB) has a higher volatility of 1.51% compared to WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) at 0.06%. This indicates that JPIB's price experiences larger fluctuations and is considered to be riskier than USFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.