BFIX vs JCPB
Build Bond Innovation ETF vs JPMorgan Core Plus Bond ETF
Which is better, BFIX or JCPB?
BFIX has been ahead.
JCPB has a lower expense ratio. BFIX led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BFIX | JCPB |
|---|---|---|
| Expense Ratio | 0.45% | 0.37%Best |
| AUM | $12M | $16.0B |
| Dividend Yield | 3.93% | 5.11% |
| Holdings | 226 | 2,796 |
| YTD Return | +0.12%Best | -1.70% |
| 1Y Return | +0.43%Best | -1.34% |
| 3Y Return (annualized) | +7.37%Best | +5.59% |
| 5Y Return (annualized) | - | +0.43% |
| Volatility (annualized) | 3.6%Best | 6.5% |
| Max Drawdown | -8.0%Best | -13.5% |
| $10,000 over 4.7 years | $11,734Best | $10,572 |
| Fund Family | BUILD FUNDS TRUST | J.P. Morgan Asset Management |
| Category | Fixed Income | Fixed Income |
| Style | Long Term High Quality | Long Term High Quality |
| Inception | Feb 9, 2022 | Jan 28, 2019 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Feb 10, 2022 to Oct 14, 2026 (4.7 years).
BFIX vs JCPB growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.7 years both funds cover.
BFIX vs JCPB Performance
Build Bond Innovation ETF (BFIX) is an ETF from BUILD FUNDS TRUST and JPMorgan Core Plus Bond ETF (JCPB) is an ETF from J.P. Morgan Asset Management. Over the past year BFIX returned +0.43% while JCPB returned -1.34%. Year to date, BFIX is up 0.12% versus a loss of 1.70% for JCPB.
Over three years, BFIX compounded at +7.37% per year against +5.59% for JCPB.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JCPB has been the more volatile fund, with annualized monthly volatility of 6.5% compared with 3.6% for BFIX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -8.0% for BFIX and -13.5% for JCPB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BFIX charges 0.45% per year while JCPB charges 0.37%. On a $10,000 position that is $45 vs $37 annually, a gap of $8 per year that compounds over a long holding period. On income, BFIX currently yields 3.93% against 5.11% for JCPB.
Holdings Overlap
We hold position weights for 93 holdings in BFIX and 1,509 in JCPB, totalling 43.4% and 50.7% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 4 positions appear in both.
4 positions in common, counted across the 93 positions we hold weights for in BFIX and 1,509 in JCPB, against full books of 226 and 2,796.
Top Shared Holdings
| Stock | Weight in BFIX | Weight in JCPB | Difference |
|---|---|---|---|
| LNG 4.625 10/15/28Cheniere Energy Inc 4.62 10/15/2028 | 0.07% | 0.03% | 0.04% |
| PM 5.75 11/17/32Philip Morris International Inc | 0.09% | 0.01% | 0.08% |
| CPT 3.15 07/01/29Camden Property Trust 3.15% Jul 01, 2029 | 0.09% | 0.00% | 0.09% |
| MAA 4.2 06/15/28Mid-america Apartments Lp | 0.04% | 0.00% | 0.04% |
You are not choosing between two funds in isolation.
Whichever of BFIX and JCPB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BFIX or JCPB?
BFIX has an expense ratio of 0.45% while JCPB charges 0.37%. JCPB is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, BFIX or JCPB?
Over the past year BFIX returned +0.43% vs -1.34% for JCPB, so BFIX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BFIX or JCPB?
JCPB has been the more volatile fund at 6.5% annualized versus 3.6% for BFIX. Worst drawdown: BFIX -8.0% vs JCPB -13.5%.
Should I hold both BFIX and JCPB?
BFIX and JCPB have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BFIX or JCPB?
BFIX yields 3.93% while JCPB yields 5.11%, so JCPB currently pays the higher dividend yield.
Is JCPB better than BFIX?
JCPB has a lower expense ratio. BFIX led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.