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ETF comparison

BOND vs JCPB

Both US Aggregate Bond.

PIMCO Active Bond Exchange-Traded Fund · JPMorgan Core Plus Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
1.3 %

61 positions appear in both funds. Buying equal dollars of BOND and JCPB would leave roughly 1.3% of each dollar exposed to the same underlying securities.

BOND unmatched 112.1% Shared 1.3% JCPB unmatched 89.1%

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 BOND only
1,458 positions
Shared
61 positions
In JCPB only
2,564 positions

Side by side

BOND

PIMCO Active Bond Exchange-Traded Fund

PIMCO · US Aggregate Bond

62 composite / 100
Expense ratio
0.54%
Net assets
$8.54B
TTM yield
5.37%
Top-10 conc.
35.3%
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

46
Cost
63
50
Tax efficiency
51
97
Liquidity
100
64
Concentration
97
—
Tracking quality
—
BOND sub-score JCPB

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

Cost difference

JCPB is 17 bps cheaper than BOND. On a $100,000 position that's about $170/yr more in fees for BOND.

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 BOND vs JCPB.

Top shared holdings

61 shared in total
# Holding In BOND In JCPB Overlap
1 BEIGNET INVESTOR LLC 1.01% 0.11% 0.11%
2 RD MICHIGAN PROP OWNER I 0.36% 0.11% 0.11%
3 GOLDMAN SACHS GROUP INC 0.07% 0.19% 0.07%
4 CREDIT AGRICOLE SA 0.10% 0.07% 0.07%
5 CAIXABANK SA 0.06% 0.09% 0.06%
6 WELLS FARGO & COMPANY 0.24% 0.06% 0.06%
7 WELLS FARGO & COMPANY 0.13% 0.05% 0.05%
8 BROADCOM INC 0.11% 0.05% 0.05%
9 PETROLEOS MEXICANOS 0.06% 0.04% 0.04%
10 AVOLON HOLDINGS FNDG LTD 0.13% 0.04% 0.04%
11 BANCO BILBAO VIZCAYA ARG 0.07% 0.04% 0.04%
12 AVOLON HOLDINGS FNDG LTD 0.04% 0.05% 0.04%

Only in BOND

1,458 total
  • UMBS, TBA 5.56%
  • PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund 4.07%
  • UMBS, TBA 3.46%
  • United States Treasury 3.39%
  • UMBS, TBA 2.73%
  • United States Treasury 2.57%
  • UMBS, TBA 2.54%
  • UMBS, TBA 2.27%
  • United States Treasury 1.94%
  • United States Treasury 1.93%

Only in JCPB

2,564 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 0.79%
  • United States of America 0.73%
  • United States of America 0.65%
  • United States of America 0.58%

Percentages are holdings overlap with the named fund.

Open BOND 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.