JCPBvsBRTRETF Comparison
VS
JPMorgan Core Plus Bond ETF (JCPB) and iShares Total Return Active ETF (BRTR) belong to the same industry segment: US Aggregate Bonds. JCPB's top 3 sector exposures are Sovereign, Finance and Industrials. In contrast, BRTR's top sector exposures are Sovereign, Industrials and Finance. JCPB is less expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.41% for BRTR. JCPB is down -0.7% year-to-date (YTD) with +$8.59B in YTD flows. BRTR performs worse with -1.44% YTD performance, and +$348M in YTD flows. Run a side-by-side ETF comparison of JCPB and BRTR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
JCPB vs BRTR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | JCPB BRTR | +0.65%+0.51% | -0.59%-0.86% | -0.70%-1.44% | -0.58%-1.37% | +20.02%n/a | +3.77%n/a |
| Flows | JCPB BRTR | +$2.44B+$50M | +$3.76B+$112M | +$8.59B+$348M | +$9.67B+$597M | +$15.87B- | +$17.66B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | JCPB BRTR | +4.52%+4.54% | +3.88%+4.04% | +4.87%n/a | +5.72%n/a |
| Max drawdown | JCPB BRTR | -3.33%-3.54% | -4.47%-4.97% | -4.48%n/a | -16.51%n/a |
| Max drawdown duration | JCPB BRTR | 59d59d | 236d236d | 198dn/a | 1360dn/a |
Trading data
JCPB | BRTR | |
Last sale 10/26/2026 at 1:30 PM | $48.38 | |
| Previous close 10/23/2026 | $48.32 | |
| Consolidated volume 10/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 10/26/2026 at 1:30 PM
Live
Closed
JCPB | BRTR | |
|---|---|---|
| Last price | – | $48.38 |
| 1D performance | – | +0.13% |
| AuM | $17.34 B | $823.77 M |
| E/R | 0.4% | 0.41% |
Characteristics
JCPB | BRTR | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | - | - |
| N° of holdings | 1561 | 6464 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 28, 2019 | December 12, 2023 |
| ESG | No | No |
Advertisement
Exposure
Countries
JCPB
USA
44.02%
Other
55.98%
BRTR
Data will be available soon
Sectors
JCPB
Sovereign
16.35%
Finance
11.66%
Other
71.99%
BRTR
Data will be available soon
Diversification
JCPB
Total weight of top 15 holdings out of 15
14.39%
BRTR
Data will be available soon
Top 15 holdings
Data as of August 31, 2026
JCPB
USA, Notes 3.625% 31aug2029, USD (AC-2029)
2.79%
US01F0506927
1.45%
US01F0526982
1.31%
Fannie Mae or Freddie Mac TBA, 2.5% 1apr2046, USD (ABS)
1.18%
USA, Notes 4% 15nov2035, USD (F-2035)
1.11%
USA, Bonds 4.875% 15aug2045, USD
0.95%
USA, Bonds 4.5% 15nov2054, USD
0.79%
USA, Bonds 4% 15nov2052, USD
0.76%
USA, Notes 4.25% 15nov2034, USD (F-2034)
0.69%
USA, Notes 0.5% 31aug2027, USD (P-2027)
0.65%
USA, Notes 4.125% 30nov2029, USD (AG-2029)
0.60%
USA, Bonds 4% 15nov2042, USD
0.57%
USA, Notes 3.625% 31aug2030, USD (AC-2030)
0.57%
USA, Bonds 4.75% 15nov2043, USD
0.48%
USA, Bonds 4.75% 15nov2053, USD
0.47%
BRTR
Data will be available soon
Frequently asked questions about JCPB and BRTR
How have the JCPB and BRTR ETFs performed in 2026?
As of October 23, 2026, JCPB is down -0.7% year-to-date (YTD), while BRTR has lost -1.44%. That puts JCPB better performer ahead so far this year.
Which ETF is attracting more investor money: JCPB or BRTR?
Year-to-date, the JCPB ETF saw +$8.59B in flows, compared to +$348M for BRTR.
Which ETF is more volatile: JCPB or BRTR?
Over the past year, JCPB had a volatility of 3.88%, while BRTR experienced 4.04%.
Which ETF is bigger: JCPB or BRTR?
As of October 23, 2026, JCPB holds $17.34 B in assets under management (AUM), while BRTR manages $823.77 M.
What sectors do the JCPB and BRTR ETFs invest in?
JCPB leans toward sectors like Sovereign and Finance. Meanwhile, BRTR focuses on Sovereign and Industrials.
What are the top holdings of the JCPB ETF and BRTR ETF?
JCPB top holdings include USA, Notes 3.625% 31aug2029, USD (AC-2029), US01F0506927 and US01F0526982. BRTR holds in its top three: US01F0526982, BlackRock Cash Funds - Institutional and USA, Bonds 4.75% 15nov2043, USD.
Which ETF is more diversified: JCPB or BRTR?
JCPB holds 2687 securities with 14.39% of its assets in the top 15. BRTR has 9316 securities and a top 15 weight of 41.49%.
Advertisement
Advertisement
