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ETF comparison

BSV vs JCPB

Both US Aggregate Bond.

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

Holdings overlap

Weighted by ISIN/CUSIP
4.3 %

204 positions appear in both funds. Buying equal dollars of BSV and JCPB would leave roughly 4.3% of each dollar exposed to the same underlying securities.

BSV unmatched 94.3% Shared 4.3% JCPB unmatched 86.1%

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 BSV only
2,981 positions
Shared
204 positions
In JCPB only
2,421 positions

Side by side

BSV

Vanguard Short-Term Bond Index Fund ETF Shares

Vanguard · US Aggregate Bond

89 composite / 100
Expense ratio
0.030%
Net assets
$69.54B
whole fund, 5 share classes
TTM yield
4.10%
Top-10 conc.
8.4%
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
100
Concentration
97
—
Tracking quality
—
BSV sub-score JCPB

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

Cost difference

BSV 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 BSV vs JCPB.

Top shared holdings

204 shared in total
# Holding In BSV In JCPB Overlap
1 United States Treasury Note/Bond 0.70% 1.15% 0.70%
2 United States Treasury Note/Bond 0.64% 3.17% 0.64%
3 United States Treasury Note/Bond 0.64% 0.65% 0.64%
4 United States Treasury Note/Bond 0.29% 0.73% 0.29%
5 Goldman Sachs Group Inc/The 0.08% 0.09% 0.08%
6 United States Treasury Note/Bond 0.56% 0.06% 0.06%
7 Morgan Stanley 0.05% 0.11% 0.05%
8 Wells Fargo & Co 0.05% 0.07% 0.05%
9 Morgan Stanley 0.05% 0.13% 0.05%
10 Goldman Sachs Group Inc/The 0.04% 0.10% 0.04%
11 Wells Fargo & Co 0.04% 0.21% 0.04%
12 HSBC Holdings PLC 0.04% 0.09% 0.04%

Only in BSV

2,981 total
  • United States Treasury Note/Bond 1.12%
  • United States Treasury Note/Bond 0.89%
  • United States Treasury Note/Bond 0.88%
  • United States Treasury Note/Bond 0.81%
  • United States Treasury Note/Bond 0.80%
  • United States Treasury Note/Bond 0.79%
  • United States Treasury Note/Bond 0.78%
  • United States Treasury Note/Bond 0.77%
  • United States Treasury Note/Bond 0.77%
  • United States Treasury Note/Bond 0.75%

Only in JCPB

2,421 total
  • FNMA/FHLMC 1.78%
  • FNMA/FHLMC 1.36%
  • FNMA/FHLMC 1.24%
  • United States of America 0.88%
  • United States of America 0.79%
  • United States of America 0.58%
  • United States of America 0.55%
  • United States of America 0.39%
  • United States of America 0.39%
  • United States of America 0.34%

Percentages are holdings overlap with the named fund.

Open BSV 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.