JSCP vs LDSF
JPMorgan Short Duration Core Plus ETF vs First Trust Low Duration Strategic Focus ETF
Which is better, JSCP or LDSF?
Nearly the same fund. JSCP costs less.
JSCP has a lower expense ratio. JSCP led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95.
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 | JSCP | LDSF |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.82% |
| AUM | $1.8B | $159M |
| Dividend Yield | 4.54% | 4.80% |
| Holdings | 2,612 | 20 |
| YTD Return | +0.02%Best | -0.04% |
| 1Y Return | +0.99%Best | +0.67% |
| 3Y Return (annualized) | +5.44%Best | +4.92% |
| 5Y Return (annualized) | +2.30%Best | +2.20% |
| Volatility (annualized) | 3.1%Tie | 3.1%Tie |
| Max Drawdown | -8.9% | -7.8%Best |
| $10,000 over 5 years | $11,204Best | $11,149 |
| Fund Family | J.P. Morgan Asset Management | First Trust Portfolios (US) |
| Category | Fixed Income | Fixed Income |
| Style | Short Term Bond | Short Term Bond |
| Inception | Mar 1, 2021 | Jan 2, 2019 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 2, 2021 to Oct 14, 2026 (5.6 years).
JSCP vs LDSF 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 5.6 years both funds cover.
JSCP vs LDSF Performance
JPMorgan Short Duration Core Plus ETF (JSCP) is an ETF from J.P. Morgan Asset Management and First Trust Low Duration Strategic Focus ETF (LDSF) is an ETF from First Trust Portfolios (US). Over the past year JSCP returned +0.99% while LDSF returned +0.67%. Year to date, JSCP is up 0.02% versus a loss of 0.04% for LDSF.
Over three years, JSCP compounded at +5.44% per year against +4.92% for LDSF; over five years the annualized figures are +2.30% and +2.20% respectively. Across the full 6-year window we track, JSCP has the edge at +2.12% annualized vs +1.94%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JSCP and LDSF have been equally volatile, both at 3.1% annualized.
The deepest peak-to-trough decline in our data was -8.9% for JSCP and -7.8% for LDSF. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JSCP charges 0.33% per year while LDSF charges 0.82%. On a $10,000 position that is $33 vs $82 annually, a gap of $49 per year that compounds over a long holding period. On income, JSCP currently yields 4.54% against 4.80% for LDSF.
Holdings Overlap
We hold position weights for 653 holdings in JSCP and 8 in LDSF, totalling 32.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 653 positions we hold weights for in JSCP and 8 in LDSF, against full books of 2,612 and 20.
You are not choosing between two funds in isolation.
Whichever of JSCP and LDSF 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, JSCP or LDSF?
JSCP has an expense ratio of 0.33% while LDSF charges 0.82%. JSCP is the cheaper option, by $49 a year on a $10,000 investment.
Which performed better, JSCP or LDSF?
Over the past year JSCP returned +0.99% vs +0.67% for LDSF, so JSCP leads on 1-year performance. Over the longest common window we track (6 years), JSCP annualized +2.12% vs +1.94% for LDSF. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JSCP or LDSF?
JSCP and LDSF have been equally volatile, both at 3.1% annualized. Worst drawdown: JSCP -8.9% vs LDSF -7.8%.
Should I hold both JSCP and LDSF?
JSCP and LDSF have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, JSCP or LDSF?
JSCP yields 4.54% while LDSF yields 4.80%, so LDSF currently pays the higher dividend yield.
Is LDSF better than JSCP?
JSCP has a lower expense ratio. JSCP led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. Which one suits a particular account depends on what it is for. This is information, not a recommendation.