JSCP vs. SCHJ
Compare and contrast key facts about JPMorgan Short Duration Core Plus ETF (JSCP) and Schwab 1-5 Year Corporate Bond ETF (SCHJ).
JSCP and SCHJ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JSCP is an actively managed fund by JPMorgan. It was launched on Mar 1, 2021. SCHJ is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Corporate (1-5 Y). It was launched on Oct 10, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JSCP or SCHJ.
Correlation
The correlation between JSCP and SCHJ is 0.26, 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
JSCP vs. SCHJ - Performance Comparison
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Key characteristics
JSCP:
2.62
SCHJ:
2.60
JSCP:
4.09
SCHJ:
3.78
JSCP:
1.54
SCHJ:
1.52
JSCP:
4.24
SCHJ:
0.07
JSCP:
13.43
SCHJ:
14.26
JSCP:
0.50%
SCHJ:
0.45%
JSCP:
2.56%
SCHJ:
2.50%
JSCP:
-8.90%
SCHJ:
-94.46%
JSCP:
-0.31%
SCHJ:
-92.93%
Returns By Period
In the year-to-date period, JSCP achieves a 2.31% return, which is significantly higher than SCHJ's 2.19% return.
JSCP
2.31%
1.12%
2.73%
6.79%
N/A
N/A
SCHJ
2.19%
1.08%
2.39%
6.58%
2.20%
N/A
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JSCP vs. SCHJ - Expense Ratio Comparison
JSCP has a 0.33% expense ratio, which is higher than SCHJ's 0.05% expense ratio.
Risk-Adjusted Performance
JSCP vs. SCHJ — Risk-Adjusted Performance Rank
JSCP
SCHJ
JSCP vs. SCHJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Short Duration Core Plus ETF (JSCP) and Schwab 1-5 Year Corporate Bond ETF (SCHJ). 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
JSCP vs. SCHJ - Dividend Comparison
JSCP's dividend yield for the trailing twelve months is around 4.84%, more than SCHJ's 4.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
JSCP JPMorgan Short Duration Core Plus ETF | 4.84% | 4.76% | 4.13% | 2.51% | 1.10% | 0.00% | 0.00% |
SCHJ Schwab 1-5 Year Corporate Bond ETF | 4.22% | 4.00% | 2.98% | 1.64% | 0.94% | 2.54% | 0.42% |
Drawdowns
JSCP vs. SCHJ - Drawdown Comparison
The maximum JSCP drawdown since its inception was -8.90%, smaller than the maximum SCHJ drawdown of -94.46%. Use the drawdown chart below to compare losses from any high point for JSCP and SCHJ. For additional features, visit the drawdowns tool.
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Volatility
JSCP vs. SCHJ - Volatility Comparison
JPMorgan Short Duration Core Plus ETF (JSCP) and Schwab 1-5 Year Corporate Bond ETF (SCHJ) have volatilities of 1.08% and 1.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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