Correlation
The correlation between UBND and JCPB is 0.19, 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.
UBND vs. JCPB
Compare and contrast key facts about VictoryShares Core Plus Intermediate Bond ETF (UBND) and JPMorgan Core Plus Bond ETF (JCPB).
UBND and JCPB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UBND is an actively managed fund by VictoryShares. It was launched on Oct 4, 2021. JCPB is an actively managed fund by JPMorgan Chase. It was launched on Jan 28, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UBND or JCPB.
Performance
UBND vs. JCPB - Performance Comparison
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Key characteristics
UBND:
1.37
JCPB:
1.32
UBND:
1.91
JCPB:
1.89
UBND:
1.23
JCPB:
1.23
UBND:
0.89
JCPB:
0.78
UBND:
3.63
JCPB:
3.49
UBND:
1.82%
JCPB:
1.94%
UBND:
4.99%
JCPB:
5.18%
UBND:
-16.53%
JCPB:
-16.67%
UBND:
-0.95%
JCPB:
-2.07%
Returns By Period
The year-to-date returns for both stocks are quite close, with UBND having a 2.70% return and JCPB slightly lower at 2.65%.
UBND
2.70%
-0.51%
1.17%
6.77%
3.08%
N/A
N/A
JCPB
2.65%
-0.53%
1.08%
6.76%
2.67%
0.37%
N/A
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UBND vs. JCPB - Expense Ratio Comparison
Both UBND and JCPB have an expense ratio of 0.40%.
Risk-Adjusted Performance
UBND vs. JCPB — Risk-Adjusted Performance Rank
UBND
JCPB
UBND vs. JCPB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares Core Plus Intermediate Bond ETF (UBND) and JPMorgan Core Plus Bond ETF (JCPB). 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
UBND vs. JCPB - Dividend Comparison
UBND's dividend yield for the trailing twelve months is around 4.57%, less than JCPB's 5.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
UBND VictoryShares Core Plus Intermediate Bond ETF | 4.57% | 4.64% | 4.37% | 3.28% | 0.28% | 0.00% | 0.00% |
JCPB JPMorgan Core Plus Bond ETF | 5.09% | 5.16% | 4.32% | 3.01% | 2.19% | 2.97% | 2.61% |
Drawdowns
UBND vs. JCPB - Drawdown Comparison
The maximum UBND drawdown since its inception was -16.53%, roughly equal to the maximum JCPB drawdown of -16.67%. Use the drawdown chart below to compare losses from any high point for UBND and JCPB.
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Volatility
UBND vs. JCPB - Volatility Comparison
VictoryShares Core Plus Intermediate Bond ETF (UBND) and JPMorgan Core Plus Bond ETF (JCPB) have volatilities of 1.38% and 1.45%, 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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