VS

Correlation: 98.1%

What is JCPB?

JCPB was created on 2019-01-28 by JPMorgan. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 6116.89m in AUM and 2370 holdings. JCPB is an actively-managed ETF consisting of a broad array of fixed income securities.

What is BIV?

BIV was created on 2007-04-03 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 22756.1m in AUM and 2337 holdings. BIV tracks a market-weighted index of the entire investment-grade fixed-income market with maturities of 5-10 years.

Key Details

JCPB
BIV
Website
am.jpmorgan.com
investor.vanguard.com
Inception Date

Jan 28, 2019

Apr 03, 2007

Asset Class

Fixed Income

Fixed Income

Investment Segment

Broad Credit

Investment Grade

AUM
$6.10B
$22.67B
Dividend Yield
5.18%
3.88%
Expense Ratio
0.38%
0.03%
Return 1Y
5.96%
6.04%

Holdings

Traded Fund Trust JPMorgan Core Plus Bond ETF - JCPB is made up of 2349 holdings. Vanguard Intermediate Term Bond ETF - BIV is made up of 2341 holdings.

Name
Weight
-

10.11%

-

1.85%

-

1.48%

-

1.45%

-

1.02%

-

1%

-

0.9%

7
7007943

NT UNITED 1.25% 09/28

0.89%

7
7008431

NT UNITED STATES 4% 11/42

0.8%

-

0.77%

7
7008878

NT UNITED STATES 4.5% 11/33

0.69%

7
7007970

NT UNITED 1.125% 10/26

0.58%

7
7009288

NT UNITED 3.625% 08/29

0.44%

7
7008115

NT UNITED 2.375% 03/29

0.39%

-

0.38%

-

0.38%

7
7005737

NT UNITED STATES 3% 02/47

0.37%

7
7007730

NT UNITED 2.375% 05/51

0.37%

-

0.33%

-

0.32%

-

0.28%

-

0.27%

7
7005957

NT UNITED 3.375% 11/48

0.27%

7
7006515

NT UNITED STATES 3% 08/48

0.25%

-

0.24%

-

0.23%

7
7008893

NT UNITED 4.75% 11/43

0.23%

7
7003887

NT UNITED 3.75% 11/43

0.22%

-

0.22%

-

0.22%

Name
Weight
7
7009060

NT United States Treasury Notes

2.28%

7
7008986

NT United States Treasury Notes

2.25%

7
7008878

NT United States Treasury Notes

2.23%

7
7008508

NT United States Treasury Notes

2.07%

7
7009161

NT United States Treasury Notes

2.05%

7
7008720

NT United States Treasury Notes

2.03%

7
7009204

NT United States Treasury Notes

1.9%

7
7008425

NT United States Treasury Notes

1.89%

7
7007873

NT United States Treasury Notes

1.82%

7
7008639

NT United States Treasury Notes

1.8%

7
7008143

NT United States Treasury Notes

1.78%

7
7007977

NT United States Treasury Notes

1.78%

7
7007264

NT United States Treasury Notes

1.74%

7
7008316

NT United States Treasury Notes

1.74%

7
7008051

NT United States Treasury Notes

1.73%

7
7007368

NT United States Treasury Notes

1.72%

-

1.69%

7
7007489

NT United States Treasury Notes

1.66%

7
7009299

NT United States Treasury Notes

1.56%

7
7009286

NT United States Treasury Notes

1.24%

7
7009041

NT United States Treasury Notes

0.91%

7
7009227

NT United States Treasury Notes

0.91%

7
7008933

NT United States Treasury Notes

0.88%

7
7009654

NT United States Treasury Notes

0.88%

7
7008975

NT United States Treasury Notes

0.87%

7
7009053

NT United States Treasury Notes

0.86%

7
7009002

NT United States Treasury Notes

0.85%

7
7009108

NT United States Treasury Notes

0.85%

7
7009179

NT United States Treasury Notes

0.85%

7
7009137

NT United States Treasury Notes

0.85%

Strategies that include

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Stock Correlation

The stocks that are correlated to JCPB - Traded Fund Trust JPMorgan Core Plus Bond ETF are AMT, PSA, SBAC, CUBE, PFSI

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
A
AMTAmerican Tower Corp.
53.10%$97.52B+16.61%3.11%
P
PSAPublic Storage
51.53%$48.78B+1.05%4.34%
S
SBACSBA Communications Corp.
50.87%$22.92B+3.49%1.91%
C
CUBECubeSmart
50.76%$8.48B-16.06%5.60%
P
PFSIPennyMac Financial Services, Inc.
48.29%$4.59B+0.08%1.24%
F
FCPTFour Corners Property Trust, Inc.
46.95%$2.67B+13.44%5.24%
E
EXRExtra Space Storage, Inc.
46.76%$27.98B-7.93%4.96%
N
NSANational Storage Affiliates Trust
45.87%$2.57B-10.41%6.75%
F
FTSFortis, Inc.
45.64%$22.70B+19.24%3.81%
S
SAFESafehold, Inc.
45.49%$1.08B-21.80%4.71%
A
AGNCAGNC Investment Corp.
45.18%$7.43B-13.53%17.82%
R
RKTRocket Cos., Inc.
44.49%$1.78B+1.32%0.00%
N
NTSTNetSTREIT Corp.
44.47%$1.23B-11.93%5.55%
F
FAFFirst American Financial Corp.
44.18%$6.18B+5.47%3.59%
U
UWMCUWM Holdings Corp.
43.80%$691.93M-31.35%9.18%
N
NNNNNN REIT, Inc.
42.73%$7.35B-4.71%5.94%
E
ELSEquity LifeStyle Properties, Inc.
42.17%$12.18B+3.54%3.08%
C
CCSCentury Communities, Inc.
41.97%$1.82B-29.22%1.82%
N
NLYAnnaly Capital Management, Inc.
41.88%$10.34B-6.89%15.36%
T
TUTELUS Corp.
41.59%$21.83B-10.88%7.82%

The stocks that are correlated to BIV - Vanguard Intermediate Term Bond ETF are AMT, SBAC, PSA, CUBE, FTS

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
A
AMTAmerican Tower Corp.
55.03%$97.52B+16.61%3.11%
S
SBACSBA Communications Corp.
53.78%$22.92B+3.49%1.91%
P
PSAPublic Storage
49.22%$48.78B+1.05%4.34%
C
CUBECubeSmart
48.10%$8.48B-16.06%5.60%
F
FTSFortis, Inc.
45.68%$22.70B+19.24%3.81%
F
FCPTFour Corners Property Trust, Inc.
45.27%$2.67B+13.44%5.24%
P
PFSIPennyMac Financial Services, Inc.
45.17%$4.59B+0.08%1.24%
E
EXRExtra Space Storage, Inc.
43.92%$27.98B-7.93%4.96%
N
NSANational Storage Affiliates Trust
43.67%$2.57B-10.41%6.75%
S
SAFESafehold, Inc.
42.74%$1.08B-21.80%4.71%
R
RKTRocket Cos., Inc.
42.36%$1.78B+1.32%0.00%
N
NTSTNetSTREIT Corp.
42.22%$1.23B-11.93%5.55%
U
UWMCUWM Holdings Corp.
41.96%$691.93M-31.35%9.18%
E
ELSEquity LifeStyle Properties, Inc.
41.82%$12.18B+3.54%3.08%
N
NGGNational Grid Plc
41.54%$64.24B+1.44%5.26%
C
CCICrown Castle, Inc.
41.31%$41.44B-1.98%6.57%
N
NNNNNN REIT, Inc.
41.22%$7.35B-4.71%5.94%
F
FAFFirst American Financial Corp.
40.95%$6.18B+5.47%3.59%
A
AGNCAGNC Investment Corp.
40.62%$7.43B-13.53%17.82%
T
TUTELUS Corp.
40.40%$21.83B-10.88%7.82%

ETF Correlation

The ETFs that are correlated to JCPB - Traded Fund Trust JPMorgan Core Plus Bond ETF are IUSB, BND, AGG, SPAB, EAGG

Name
Correlation
AUM
Expense Ratio
I
IUSBiShares Core Total USD Bond Market ETF
98.68%$32.72B0.06%
B
BNDVanguard Total Bond Market ETF
98.59%$126.13B0.03%
A
AGGiShares Core U.S. Aggregate Bond ETF
98.47%$122.60B0.03%
S
SPABSPDR Portfolio Aggregate Bond ETF
98.35%$8.43B0.03%
E
EAGGiShares ESG Aware U.S. Aggregate Bond ETF
98.20%$3.75B0.1%
B
BIVVanguard Intermediate Term Bond ETF
98.11%$22.67B0.03%
F
FBNDFidelity Total Bond ETF
97.95%$18.43B0.36%
A
AVIGAvantis Core Fixed Income ETF
97.85%$1.08B0.15%
S
SCHZSchwab US Aggregate Bond ETF
97.65%$8.49B0.03%
B
BKAGBNY Mellon Core Bond ETF
97.52%$1.88B0%
B
BBAGTraded Fund Trust JPMorgan BetaBuilders U.S. Aggregate Bond ETF
97.41%$1.18B0.03%
V
VCRBVanguard Core Bond ETF
97.36%$2.57B0.1%
F
FIXDTraded Fund VIII First Trust TCW Opportunistic Fixed Income ETF
97.35%$3.78B0.65%
D
DFCFDimensional Core Fixed Income ETF
97.16%$6.51B0.17%
I
IEFiShares 7 10 Year Treasury Bond ETF
96.70%$37.74B0.15%
U
UITBVictoryShares Core Intermediate Bond ETF
96.64%$2.36B0.39%
U
UTENUS Treasury 10 Year Note ETF
96.54%$193.60M0.15%
G
GOVIInvesco Equal Weight 0 30 Year Treasury ETF
96.42%$1.05B0.15%
G
GTOInvesco Total Return Bond ETF
96.41%$1.86B0.35%
T
TLHiShares 10 20 Year Treasury Bond ETF
96.27%$9.92B0.15%

The ETFs that are correlated to BIV - Vanguard Intermediate Term Bond ETF are BND, AGG, SPAB, SCHZ, IUSB

Name
Correlation
AUM
Expense Ratio
B
BNDVanguard Total Bond Market ETF
98.91%$126.13B0.03%
A
AGGiShares Core U.S. Aggregate Bond ETF
98.81%$122.60B0.03%
S
SPABSPDR Portfolio Aggregate Bond ETF
98.71%$8.43B0.03%
S
SCHZSchwab US Aggregate Bond ETF
98.53%$8.49B0.03%
I
IUSBiShares Core Total USD Bond Market ETF
98.51%$32.72B0.06%
E
EAGGiShares ESG Aware U.S. Aggregate Bond ETF
98.45%$3.75B0.1%
I
IEFiShares 7 10 Year Treasury Bond ETF
98.35%$37.74B0.15%
F
FIXDTraded Fund VIII First Trust TCW Opportunistic Fixed Income ETF
98.28%$3.78B0.65%
J
JCPBTraded Fund Trust JPMorgan Core Plus Bond ETF
98.11%$6.10B0.38%
A
AVIGAvantis Core Fixed Income ETF
97.99%$1.08B0.15%
F
FBNDFidelity Total Bond ETF
97.97%$18.43B0.36%
U
UTENUS Treasury 10 Year Note ETF
97.84%$193.60M0.15%
I
IBTOiShares iBonds Dec 2033 Term Treasury ETF
97.78%$331.32M0.07%
I
IBTPiShares iBonds Dec 2034 Term Treasury ETF
97.64%$119.46M0.07%
G
GVIiShares Intermediate Government/Credit Bond ETF
97.43%$3.41B0.2%
V
VCRBVanguard Core Bond ETF
97.39%$2.57B0.1%
T
TYASimplify Intermediate Term Treasury Futures Strategy ETF
97.29%$144.02M0.15%
B
BBAGTraded Fund Trust JPMorgan BetaBuilders U.S. Aggregate Bond ETF
97.26%$1.18B0.03%
B
BKAGBNY Mellon Core Bond ETF
97.22%$1.88B0%
D
DFCFDimensional Core Fixed Income ETF
97.11%$6.51B0.17%

Holding Overlap

JCPB - Traded Fund Trust JPMorgan Core Plus Bond ETF and BIV - Vanguard Intermediate Term Bond ETF have a 58 holding overlap. Which accounts for a 3.3% overlap.

Number of overlapping holdings

58

% of overlapping holdings

3.3%

Name
Weight in JCPB
Weight in BIV
7
7008878

UNITED STATES T

0.69%2.23%
7
7009204

UNITED STATES T

0.18%1.90%
5
5CRKSV0

CITIGROUP INC

0.15%0.04%
7
7008682

UNITED STATES T

0.12%0.73%
5
5CTYQD4

PACIFIC GAS & E

0.11%0.07%
5
5CPCGS0

PHILIP MORRIS I

0.11%0.01%
5
5CNDRL1

WELLS FARGO & C

0.10%0.09%
5
5CTHSW5

HOME DEPOT INC

0.10%0.02%
5
5CQZLC8

TRUIST FINANCIA

0.09%0.05%
5
5CRPGN3

ABBVIE INC

0.09%0.06%

News

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Disclaimer

Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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