ETF comparison

IUSBvsJCPB

Both US Aggregate Bond.

iShares Core Universal USD Bond ETF · JPMorgan Core Plus Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
7.5%

1,349 positions appear in both funds. Buying equal dollars of IUSB and JCPB would leave roughly7.5%of each dollar exposed to the same underlying securities.

IUSB only 93.8%Shared 7.5%JCPB only 93.2%
In IUSB only
16,430 positions
Shared
1,349 positions
In JCPB only
1,277 positions

Side by side

IUSB

iShares Core Universal USD Bond ETF

iShares · US Aggregate Bond

88composite / 100
Expense ratio
0.060%
Net assets
$43.79B
TTM yield
4.36%
Top-10 conc.
6.7%
JCPB

JPMorgan Core Plus Bond ETF

JPMorgan · US Aggregate Bond

73composite / 100
Expense ratio
0.37%
Net assets
$14.61B
TTM yield
5.01%
Top-10 conc.
22.0%

Sub-score comparison

94
Cost
63
52
Tax efficiency
50
100
Liquidity
100
100
Concentration
83
Tracking quality
IUSBsub-scoreJCPB

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

IUSB is 31 bps cheaper than JCPB. On a $100,000 position that's about $310/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 thecost calculator pre-filled with IUSB vs JCPB.

Top shared holdings

1,349 shared in total
#HoldingIn IUSBIn JCPBOverlap
1United States of America0.37%0.79%0.37%
2United States of America0.28%0.65%0.28%
3United States of America0.26%1.15%0.26%
4United States of America0.18%0.55%0.18%
5United States of America0.18%3.17%0.18%
6United States of America0.16%0.58%0.16%
7United States of America0.15%0.88%0.15%
8United States of America0.15%0.39%0.15%
9United States of America0.14%0.33%0.14%
10United States of America0.36%0.13%0.13%
11United States of America0.15%0.13%0.13%
12United States of America0.10%0.34%0.10%

Only in IUSB

16,430 total
  • Blackrock Liquidity Tempcash2.88%
  • United States of America0.37%
  • United States of America0.37%
  • United States of America0.37%
  • United States of America0.36%
  • United States of America0.36%
  • United States of America0.35%
  • United States of America0.34%
  • United States of America0.34%
  • United States of America0.33%

Only in JCPB

1,277 total
  • JPMorgan U.S. Government Money Market Fund10.24%
  • FNMA/FHLMC1.78%
  • FNMA/FHLMC1.36%
  • FNMA/FHLMC1.24%
  • United States of America0.29%
  • FHLMC Pool0.29%
  • GNMA0.28%
  • FNMA0.26%
  • GNMA0.26%
  • GNMA0.26%

Open IUSB 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 methodologyand 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.