JPIE vs. BND
Compare and contrast key facts about JPMorgan Income ETF (JPIE) and Vanguard Total Bond Market ETF (BND).
JPIE and BND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPIE is an actively managed fund by JPMorgan. It was launched on Oct 28, 2021. 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: JPIE or BND.
Correlation
The correlation between JPIE and BND is 0.18, 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
JPIE vs. BND - Performance Comparison
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Key characteristics
JPIE:
3.06
BND:
0.86
JPIE:
4.31
BND:
1.37
JPIE:
1.79
BND:
1.16
JPIE:
4.38
BND:
0.40
JPIE:
20.06
BND:
2.40
JPIE:
0.38%
BND:
2.09%
JPIE:
2.41%
BND:
5.29%
JPIE:
-9.96%
BND:
-18.84%
JPIE:
0.00%
BND:
-7.46%
Returns By Period
In the year-to-date period, JPIE achieves a 2.42% return, which is significantly higher than BND's 2.08% return.
JPIE
2.42%
0.78%
3.37%
7.30%
N/A
N/A
BND
2.08%
0.09%
1.92%
4.77%
-0.95%
1.47%
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JPIE vs. BND - Expense Ratio Comparison
JPIE has a 0.41% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
JPIE vs. BND — Risk-Adjusted Performance Rank
JPIE
BND
JPIE vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income ETF (JPIE) 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
JPIE vs. BND - Dividend Comparison
JPIE's dividend yield for the trailing twelve months is around 5.94%, more than BND's 3.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPIE JPMorgan Income ETF | 5.94% | 6.11% | 5.70% | 4.49% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.76% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
JPIE vs. BND - Drawdown Comparison
The maximum JPIE drawdown since its inception was -9.96%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for JPIE and BND. For additional features, visit the drawdowns tool.
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Volatility
JPIE vs. BND - Volatility Comparison
The current volatility for JPMorgan Income ETF (JPIE) is 0.76%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.53%. This indicates that JPIE experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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