IGIB vs. JPST - ETF Comparison
IGIB - iShares 5-10 Year Investment Grade Corporate Bond ETF
The iShares 5-10 Year Investment Grade Corporate Bond ETF provides exposure to investment grade corporate bonds with a moderate duration, offering a balance of interest-rate and credit risk. This ETF is suitable for investors seeking to enhance fixed income returns while managing duration risk.
JPST - JPMorgan Ultra-Short Income ETF
The JPMorgan Ultra-Short Income ETF is an actively managed fund that invests in short-term investment-grade debt, aiming to provide a relatively safe way to generate yield for investors. It capitalizes on JPMorgan's reputation for cash management and offers a low-cost solution.
| IGIB | JPST | |
|---|---|---|
| Fund Name | iShares 5-10 Year Investment Grade Corporate Bond ETF | JPMorgan Ultra-Short Income ETF |
| Fund Provider | BlackRock | JPMorgan Chase |
| Index | ICE BofA US Corporate (5-10 Y) | Active (No Index) |
| Asset Class | Bonds | Bonds |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.04% | 0.18% |
| Inception Date | 2007-01-05 | 2017-05-17 |
| Number Of Holdings | 2735 | 572 |
| Currency | USD | USD |
| Region | Developed Markets | United States |
| Sector | Financials | Financials |
| Bond Type | Corporate Bonds | Corporate Bonds |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.