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ETF comparison

BIV vs JCPB

Both US Aggregate Bond.

Vanguard Intermediate-Term Bond Index Fund ETF Shares · JPMorgan Core Plus Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
4.5 %

218 positions appear in both funds. Buying equal dollars of BIV and JCPB would leave roughly 4.5% of each dollar exposed to the same underlying securities.

BIV unmatched 94.3% Shared 4.5% JCPB unmatched 85.9%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In BIV only
2,137 positions
Shared
218 positions
In JCPB only
2,407 positions

Side by side

BIV

Vanguard Intermediate-Term Bond Index Fund ETF Shares

Vanguard · US Aggregate Bond

87 composite / 100
Expense ratio
0.030%
Net assets
$50.44B
whole fund, 5 share classes
TTM yield
4.46%
Top-10 conc.
20.9%
JCPB

JPMorgan Core Plus Bond ETF

JPMorgan · US Aggregate Bond

75 composite / 100
Expense ratio
0.37%
Net assets
$15.18B
TTM yield
5.00%
Top-10 conc.
12.3%

Sub-score comparison

97
Cost
63
52
Tax efficiency
51
100
Liquidity
100
84
Concentration
97
—
Tracking quality
—
BIV sub-score JCPB

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

BIV is 34 bps cheaper than JCPB. On a $100,000 position that's about $340/yr more in fees for JCPB.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with BIV vs JCPB.

Top shared holdings

218 shared in total
# Holding In BIV In JCPB Overlap
1 United States Treasury Note/Bond 2.08% 0.79% 0.79%
2 United States Treasury Note/Bond 2.08% 0.13% 0.13%
3 Bank of America Corp 0.12% 0.11% 0.11%
4 Wells Fargo & Co 0.08% 0.12% 0.08%
5 Amazon.com Inc 0.13% 0.07% 0.07%
6 Goldman Sachs Group Inc/The 0.07% 0.19% 0.07%
7 Abbott Laboratories 0.07% 0.08% 0.07%
8 HSBC Holdings PLC 0.06% 0.08% 0.06%
9 Honeywell Aerospace Inc 0.06% 0.17% 0.06%
10 Goldman Sachs Group Inc/The 0.08% 0.06% 0.06%
11 Meta Platforms Inc 0.11% 0.06% 0.06%
12 Wells Fargo & Co 0.08% 0.06% 0.06%

Only in BIV

2,137 total
  • United States Treasury Note/Bond 2.14%
  • United States Treasury Note/Bond 2.14%
  • United States Treasury Note/Bond 2.13%
  • United States Treasury Note/Bond 2.10%
  • United States Treasury Note/Bond 2.10%
  • United States Treasury Note/Bond 2.04%
  • United States Treasury Note/Bond 2.04%
  • United States Treasury Note/Bond 2.02%
  • United States Treasury Note/Bond 1.94%
  • United States Treasury Note/Bond 1.84%

Only in JCPB

2,407 total
  • United States of America 3.17%
  • FNMA/FHLMC 1.78%
  • FNMA/FHLMC 1.36%
  • FNMA/FHLMC 1.24%
  • United States of America 1.15%
  • United States of America 0.88%
  • United States of America 0.73%
  • United States of America 0.65%
  • United States of America 0.58%
  • United States of America 0.55%

Percentages are holdings overlap with the named fund.

Open BIV or JCPB at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.