JSCP vs. SCHP
Compare and contrast key facts about JPMorgan Short Duration Core Plus ETF (JSCP) and Schwab U.S. TIPS ETF (SCHP).
JSCP and SCHP 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. SCHP is a passively managed fund by Charles Schwab that tracks the performance of the Barclays Capital U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L). It was launched on Aug 5, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JSCP or SCHP.
Correlation
The correlation between JSCP and SCHP 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. SCHP - Performance Comparison
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Key characteristics
JSCP:
2.62
SCHP:
1.29
JSCP:
4.09
SCHP:
1.86
JSCP:
1.54
SCHP:
1.24
JSCP:
4.24
SCHP:
0.63
JSCP:
13.43
SCHP:
3.98
JSCP:
0.50%
SCHP:
1.55%
JSCP:
2.56%
SCHP:
4.67%
JSCP:
-8.90%
SCHP:
-14.26%
JSCP:
-0.31%
SCHP:
-4.13%
Returns By Period
In the year-to-date period, JSCP achieves a 2.31% return, which is significantly lower than SCHP's 3.43% return.
JSCP
2.31%
1.12%
2.73%
6.79%
N/A
N/A
SCHP
3.43%
1.53%
2.08%
6.12%
1.67%
2.52%
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JSCP vs. SCHP - Expense Ratio Comparison
JSCP has a 0.33% expense ratio, which is higher than SCHP's 0.05% expense ratio.
Risk-Adjusted Performance
JSCP vs. SCHP — Risk-Adjusted Performance Rank
JSCP
SCHP
JSCP vs. SCHP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Short Duration Core Plus ETF (JSCP) and Schwab U.S. TIPS ETF (SCHP). 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. SCHP - Dividend Comparison
JSCP's dividend yield for the trailing twelve months is around 4.84%, more than SCHP's 3.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSCP JPMorgan Short Duration Core Plus ETF | 4.84% | 4.76% | 4.13% | 2.51% | 1.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHP Schwab U.S. TIPS ETF | 3.28% | 2.99% | 3.02% | 7.19% | 4.39% | 1.11% | 2.02% | 2.63% | 1.90% | 1.38% | 0.28% | 1.30% |
Drawdowns
JSCP vs. SCHP - Drawdown Comparison
The maximum JSCP drawdown since its inception was -8.90%, smaller than the maximum SCHP drawdown of -14.26%. Use the drawdown chart below to compare losses from any high point for JSCP and SCHP. For additional features, visit the drawdowns tool.
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Volatility
JSCP vs. SCHP - Volatility Comparison
The current volatility for JPMorgan Short Duration Core Plus ETF (JSCP) is 1.08%, while Schwab U.S. TIPS ETF (SCHP) has a volatility of 1.80%. This indicates that JSCP experiences smaller price fluctuations and is considered to be less risky than SCHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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