JSCP vs. TDTF
Compare and contrast key facts about JPMorgan Short Duration Core Plus ETF (JSCP) and FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF).
JSCP and TDTF 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. TDTF is a passively managed fund by Northern Trust that tracks the performance of the iBoxx 5-Year Target Duration TIPS. It was launched on Sep 19, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JSCP or TDTF.
Correlation
The correlation between JSCP and TDTF 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. TDTF - Performance Comparison
Loading data...
Key characteristics
JSCP:
2.62
TDTF:
1.61
JSCP:
4.09
TDTF:
2.36
JSCP:
1.54
TDTF:
1.30
JSCP:
4.24
TDTF:
0.97
JSCP:
13.43
TDTF:
4.91
JSCP:
0.50%
TDTF:
1.44%
JSCP:
2.56%
TDTF:
4.29%
JSCP:
-8.90%
TDTF:
-12.02%
JSCP:
-0.31%
TDTF:
-0.89%
Returns By Period
In the year-to-date period, JSCP achieves a 2.31% return, which is significantly lower than TDTF's 4.13% return.
JSCP
2.31%
1.12%
2.73%
6.79%
N/A
N/A
TDTF
4.13%
1.51%
3.09%
7.01%
2.42%
2.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JSCP vs. TDTF - Expense Ratio Comparison
JSCP has a 0.33% expense ratio, which is higher than TDTF's 0.18% expense ratio.
Risk-Adjusted Performance
JSCP vs. TDTF — Risk-Adjusted Performance Rank
JSCP
TDTF
JSCP vs. TDTF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Short Duration Core Plus ETF (JSCP) and FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF). 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.
Loading data...
Dividends
JSCP vs. TDTF - Dividend Comparison
JSCP's dividend yield for the trailing twelve months is around 4.84%, more than TDTF's 4.20% 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% |
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund | 4.20% | 3.98% | 3.97% | 7.60% | 4.55% | 1.13% | 1.80% | 2.60% | 2.20% | 1.51% | 0.21% | 1.23% |
Drawdowns
JSCP vs. TDTF - Drawdown Comparison
The maximum JSCP drawdown since its inception was -8.90%, smaller than the maximum TDTF drawdown of -12.02%. Use the drawdown chart below to compare losses from any high point for JSCP and TDTF. For additional features, visit the drawdowns tool.
Loading data...
Volatility
JSCP vs. TDTF - Volatility Comparison
The current volatility for JPMorgan Short Duration Core Plus ETF (JSCP) is 1.08%, while FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) has a volatility of 1.75%. This indicates that JSCP experiences smaller price fluctuations and is considered to be less risky than TDTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...