SCCR vs. JBND
Compare and contrast key facts about Schwab Core Bond ETF (SCCR) and Jpmorgan Active Bond ETF (JBND).
SCCR and JBND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCCR is an actively managed fund by Charles Schwab. It was launched on Feb 4, 2025. JBND is an actively managed fund by JPMorgan. It was launched on Oct 11, 2023.
Performance
SCCR vs. JBND - Performance Comparison
Loading graphics...
SCCR vs. JBND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SCCR Schwab Core Bond ETF | 0.25% | 6.66% |
JBND Jpmorgan Active Bond ETF | 0.11% | 6.65% |
Returns By Period
In the year-to-date period, SCCR achieves a 0.25% return, which is significantly higher than JBND's 0.11% return.
SCCR
- 1D
- 0.63%
- 1M
- -1.63%
- YTD
- 0.25%
- 6M
- 1.49%
- 1Y
- 5.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JBND
- 1D
- 0.20%
- 1M
- -1.86%
- YTD
- 0.11%
- 6M
- 1.44%
- 1Y
- 4.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCCR vs. JBND - Expense Ratio Comparison
SCCR has a 0.16% expense ratio, which is lower than JBND's 0.30% expense ratio.
Return for Risk
SCCR vs. JBND — Risk / Return Rank
SCCR
JBND
SCCR vs. JBND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Core Bond ETF (SCCR) and Jpmorgan Active Bond ETF (JBND). 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.
| SCCR | JBND | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.16 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.67 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.98 | +0.05 |
Martin ratioReturn relative to average drawdown | 5.61 | 5.40 | +0.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SCCR | JBND | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.16 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.35 | 1.61 | -0.26 |
Correlation
The correlation between SCCR and JBND is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SCCR vs. JBND - Dividend Comparison
SCCR's dividend yield for the trailing twelve months is around 4.69%, more than JBND's 4.39% yield.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SCCR Schwab Core Bond ETF | 4.69% | 3.91% | 0.00% | 0.00% |
JBND Jpmorgan Active Bond ETF | 4.39% | 4.42% | 4.58% | 1.00% |
Drawdowns
SCCR vs. JBND - Drawdown Comparison
The maximum SCCR drawdown since its inception was -2.67%, smaller than the maximum JBND drawdown of -4.48%. Use the drawdown chart below to compare losses from any high point for SCCR and JBND.
Loading graphics...
Drawdown Indicators
| SCCR | JBND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.67% | -4.48% | +1.81% |
Max Drawdown (1Y)Largest decline over 1 year | -2.67% | -2.64% | -0.03% |
Current DrawdownCurrent decline from peak | -1.63% | -1.86% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -0.63% | -1.11% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 0.97% | -0.01% |
Volatility
SCCR vs. JBND - Volatility Comparison
Schwab Core Bond ETF (SCCR) and Jpmorgan Active Bond ETF (JBND) have volatilities of 1.69% and 1.66%, 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.
Loading graphics...
Volatility by Period
| SCCR | JBND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.69% | 1.66% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.52% | 2.65% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.35% | 4.29% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.46% | 4.91% | -0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.46% | 4.91% | -0.45% |