ETF comparison
JPST vs SCHZ
Both US Aggregate Bond.
JPMorgan Ultra-Short Income ETF · Schwab U.S. Aggregate Bond ETF
Holdings overlap
108 positions appear in both funds. Buying equal dollars of JPST and SCHZ would leave roughly 1.1% of each dollar exposed to the same underlying securities.
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.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHZ is 15 bps cheaper than JPST. On a $100,000 position that's about $150/yr more in fees for JPST.
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 JPST vs SCHZ.
Top shared holdings
108 shared in total| # | Holding | In JPST | In SCHZ | Overlap |
|---|---|---|---|---|
| 1 | United States of America | 0.52% | 0.21% | 0.21% |
| 2 | United States of America | 2.31% | 0.21% | 0.21% |
| 3 | United States of America | 0.26% | 0.17% | 0.17% |
| 4 | United States of America | 0.43% | 0.13% | 0.13% |
| 5 | Goldman Sachs Group, Inc. (The) | 0.25% | 0.01% | 0.01% |
| 6 | Bank of America Corp. | 0.09% | 0.01% | 0.01% |
| 7 | Amazon.com, Inc. | 0.22% | 0.01% | 0.01% |
| 8 | Goldman Sachs Group, Inc. (The) | 0.25% | 0.01% | 0.01% |
| 9 | Morgan Stanley Private Bank NA | 0.10% | 0.01% | 0.01% |
| 10 | Bank of America Corp. | 0.07% | 0.01% | 0.01% |
| 11 | Morgan Stanley Private Bank NA | 0.15% | 0.01% | 0.01% |
| 12 | Banco Santander SA | 0.06% | 0.01% | 0.01% |
Only in JPST
694 total- United States of America 0.70%
- Ventas Realty LP 0.65%
- Capital One Financial Corp. 0.59%
- National Bank of Canada 0.59%
- Athene Global Funding 0.58%
- First Abu Dhabi Bank PJSC 0.58%
- Energy Transfer LP 0.58%
- DNB Bank ASA 0.54%
- Royal Bank of Canada 0.54%
- AbbVie, Inc. 0.51%
Only in SCHZ
12,218 total- United States Treasury 0.39%
- United States Treasury 0.39%
- United States Treasury 0.39%
- United States Treasury 0.37%
- United States Treasury 0.37%
- United States Treasury 0.37%
- United States Treasury 0.36%
- United States Treasury 0.36%
- United States Treasury 0.36%
- United States Treasury 0.36%
Related comparisons
More comparisons with JPST
- JPST vs EAGG · iShares ESG U.S. Aggregate Bond ETF 1.1%
- JPST vs IUSB · iShares Core Universal USD Bond ETF 1.1%
- JPST vs VCRB · Vanguard Core Bond ETF 1.1%
- JPST vs GOVT · iShares U.S. Treasury Bond ETF 0.9%
- JPST vs BND · Vanguard Total Bond Market Index Fund ETF Shares 0.9%
- JPST vs BOND · PIMCO Active Bond Exchange-Traded Fund 0.7%
More comparisons with SCHZ
- SCHZ vs VWOB · Vanguard Emerging Markets Government Bond Index Fund ETF Shares 1.0%
- SCHZ vs EMB · iShares J.P. Morgan USD Emerging Markets Bond ETF 0.9%
- SCHZ vs MUNI · PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 0.8%
- SCHZ vs ICSH · iShares Ultra Short Duration Bond Active ETF 0.7%
- SCHZ vs PULS · PGIM Ultra Short Bond ETF 0.5%
- SCHZ vs MINT · PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.5%
Percentages are holdings overlap with the named fund.
Open JPST or SCHZ 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.