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ETF comparison

IUSB vs JCPB

Both US Aggregate Bond.

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

Holdings overlap

Weighted by ISIN/CUSIP
7.2 %

1,322 positions appear in both funds. Buying equal dollars of IUSB and JCPB would leave roughly 7.2% of each dollar exposed to the same underlying securities.

IUSB unmatched 91.0% Shared 7.2% JCPB unmatched 83.2%

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 IUSB only
16,722 positions
Shared
1,322 positions
In JCPB only
1,303 positions

Side by side

IUSB

iShares Core Universal USD Bond ETF

iShares · US Aggregate Bond

88 composite / 100
Expense ratio
0.060%
Net assets
$48.08B
TTM yield
4.34%
Top-10 conc.
3.5%
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

94
Cost
63
52
Tax efficiency
51
100
Liquidity
100
100
Concentration
97
—
Tracking quality
—
IUSB sub-score JCPB

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with IUSB vs JCPB.

Top shared holdings

1,322 shared in total
# Holding In IUSB In JCPB Overlap
1 United States of America 0.34% 0.79% 0.34%
2 United States of America 0.24% 0.65% 0.24%
3 United States of America 0.22% 1.15% 0.22%
4 United States of America 0.17% 0.88% 0.17%
5 United States of America 0.16% 3.17% 0.16%
6 United States of America 0.16% 0.55% 0.16%
7 United States of America 0.15% 0.58% 0.15%
8 United States of America 0.15% 0.33% 0.15%
9 United States of America 0.13% 0.39% 0.13%
10 United States of America 0.13% 0.39% 0.13%
11 United States of America 0.35% 0.13% 0.13%
12 United States of America 0.16% 0.13% 0.13%

Only in IUSB

16,722 total
  • Federal National Mortgage Association or Federal Home Loan Mortgage Corp. 0.41%
  • United States of America 0.37%
  • United States of America 0.37%
  • United States of America 0.36%
  • United States of America 0.34%
  • United States of America 0.34%
  • United States of America 0.33%
  • United States of America 0.33%
  • United States of America 0.33%
  • United States of America 0.33%

Only in JCPB

1,303 total
  • FNMA/FHLMC 1.78%
  • FNMA/FHLMC 1.36%
  • FNMA/FHLMC 1.24%
  • United States of America 0.29%
  • FHLMC Pool 0.29%
  • GNMA 0.28%
  • FNMA 0.26%
  • GNMA 0.26%
  • GNMA 0.26%
  • GNMA 0.25%

Percentages are holdings overlap with the named fund.

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 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.