Data as of Nov 12, 2026.

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ISTB vs JSCP: Differences, Returns & Fees

Return, fees and overlap, side by side.

Return gap
+0.2 pts
1 year to Nov 12, 2026: JSCP ahead, total return
Fee gap
0.27 pts
A year: ISTB 0.06%, JSCP 0.33%, per filings dated Feb 23, 2026 and Jun 23, 2026
Overlap
6%
Share of the two books held in common, holdings dated Jul 31, 2026 and Aug 31, 2026
Net flow
+$80m / −$79m
ISTB / JSCP, Oct 12, 2026 to Nov 11, 2026, daily basis

Risk and return

Mar 12, 2021 to Nov 6, 2026 · 295 weekly returns
ISTB JSCP
Return
Total return edge JSCP +11.0% +14.0%
Annualized edge JSCP +1.8% +2.3%
Price return edge ISTB (slight) −7.3% −7.6%
Risk
Volatility edge Tie 2.6% 2.6%
Max drawdown edge JSCP (slight) −9.0% −8.7%
Downside capture 39.1% 36.2%
Beta 0.46 0.42
Risk-adjusted
Sharpe edge JSCP −0.63 −0.44
Sortino edge JSCP −0.85 −0.61
Treynor 0.002 −0.027
Calmar edge JSCP 0.21 0.27
Against the benchmark
Alpha 0.0% a year +0.1% a year
Alpha t-stat 0.14 0.26
Information ratio −0.01 0.56
Tracking error 2.9% 3.5%

Each against its own benchmark: ISTB against IUSB, Jun 20, 2014 to Nov 6, 2026; JSCP against AGG, Mar 12, 2021 to Nov 5, 2026.

Reading

From Mar 2021 to Nov 2026, JSCP returned more: +14.0% to +11.0%. ISTB and JSCP swung about the same: 2.6% and 2.6%. JSCP fell slightly less at its worst: −8.7% to −9.0%.

Full scorecard

19 measures
Open ↓
Risk and return: ISTB vs JSCP: Differences, Returns & Fees
MeasureISTBJSCPEdgeHow it is measured
Return
Total return+11.0%+14.0%JSCPPrice change plus distributions, reinvested.
Annualized+1.8%+2.3%JSCPTotal return as a yearly rate.
Price return−7.3%−7.6%ISTB (slight)Price change alone, distributions left out.
Risk
Volatility2.6%2.6%TieSpread of weekly returns, annualized. Lower is steadier.
Downside deviation1.9%1.9%TieLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−9.0%−8.7%JSCP (slight)Deepest fall from a high to the low after it.
Upside capture43.7%42.9%Share of its benchmark's rise caught in the weeks it rose.
Downside capture39.1%36.2%Share of its benchmark's fall taken in the weeks it fell. Lower is better.
Beta0.460.42Not an edgeHow far it moves for each 1% its benchmark moves.
R squared0.840.77Not an edgeShare of its weekly moves its benchmark explains.
Risk-adjusted
Sharpe−0.63−0.44JSCPReturn above Treasury bills per unit of volatility.
Sortino−0.85−0.61JSCPReturn above Treasury bills per unit of downside deviation.
Treynor0.002−0.027Return above Treasury bills per unit of beta.
Calmar0.210.27JSCPAnnualized return divided by the max drawdown.
Against the benchmark
BenchmarkIUSBAGGThe ETF each fund is measured against.
Alpha0.0% a year+0.1% a yearNot significantYearly return beyond what its beta to the benchmark predicts.
Alpha t-stat0.140.26Not an edgeHow sure the alpha is. Below 2, it could be chance.
Alpha range−0.5% to +0.6%−0.9% to +1.2%Includes zeroThe 95% range for the yearly alpha.
Information ratio−0.010.56Return against its benchmark per unit of tracking error.
Tracking error2.9%3.5%Not an edgeHow far weekly returns stray from the benchmark, annualized.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 295 weekly returns. Cash rate: the 13-week Treasury bill.

Pair scorecard

ISTB costs 0.27 points a year less; their one-year returns differ by 0.2 points; ISTB is 2.9 times larger.

ISTB vs JSCP: Differences, Returns & Fees
MeasureISTBJSCP
Return
Total return, 1 year+1.0%+1.2%
Benchmark
What it tracksBloomberg U.S. Universal 1-5 Year IndexNo index, actively managed
Cost and size
Expense ratio0.06%0.33%
Net assets$5.3bn$1.8bn
Holdings
Holdings in common6%

Method

Key numbers
+1.0%
ISTB total return, 1 year
+1.2%
JSCP total return, 1 year
0.06%
ISTB expense ratio
0.33%
JSCP expense ratio

What they share

6%

By the books each fund has filed, ISTB and JSCP hold 6% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Aug 31, 2026.

0 half 100%

half

6% in common

Positions both hold · largest shared weight first ISTB JSCP
U.S. Treasury Notes, due Sep 15, 2028 0.26% 1.53%
U.S. Treasury Notes, due Mar 15, 2029 0.24% 0.82%
U.S. Treasury Notes, due Jan 15, 2029 0.22% 2.14%
U.S. Treasury Notes, due Dec 15, 2028 0.21% 1.17%
U.S. Treasury Notes, due Nov 15, 2028 0.21% 2.60%
U.S. Treasury Notes, due Aug 15, 2028 0.20% 1.06%
U.S. Treasury Notes, due Apr 15, 2029 0.20% 1.89%
U.S. Treasury Notes, due Jun 15, 2029 0.19% 3.69%
U.S. Treasury Notes, due Aug 31, 2030 0.78% 0.19%
U.S. Treasury Notes, due Oct 15, 2028 0.17% 1.43%
U.S. Treasury Notes, due Jun 15, 2028 1.08% 0.13%
U.S. Treasury Notes, due Jul 15, 2029 0.08% 0.63%
Only in one fund ↓
Only in ISTB
U.S. Treasury Notes, due Feb 28, 2030 0.90%
U.S. Treasury Notes, due Oct 31, 2030 0.88%
U.S. Treasury Notes, due Nov 30, 2030 0.83%
U.S. Treasury Notes, due Jan 31, 2031 0.81%
U.S. Treasury Notes, due Sep 30, 2030 0.79%
U.S. Treasury Notes, due May 31, 2030 0.75%
U.S. Treasury Notes, due Oct 31, 2029 0.74%
U.S. Treasury Notes, due Jul 15, 2028 0.74%
Only in JSCP
U.S. Treasury Notes, due Aug 15, 2029 1.79%
FHLMC UMBS, 30 Year, due Jul 1, 2056 0.96%
FNMA UMBS, 30 Year, due Sep 1, 2055 0.73%
FNMA UMBS, 30 Year, due Aug 1, 2056 0.69%
FHLMC UMBS, 30 Year, due Feb 1, 2056 0.55%
FNMA UMBS, 30 Year, due May 1, 2053 0.50%
FNMA UMBS, 30 Year, due Jun 1, 2053 0.43%
FNMA UMBS, 30 Year, due Oct 1, 2055 0.42%
Check overlap with more funds →

Side by side

ISTB iShares Core 1-5 Year USD Bond ETF JSCP JPMorgan Short Duration Core Plus ETF
Where it sits Bond ETF Bond ETF
What it is Tracks an index Actively managed
Total return, 1 year +1.0% +1.2%
Its benchmark over the same days −1.0% (IUSB) −1.3% (AGG)
Gap to its benchmark +2.0 pts vs IUSB +2.5 pts vs AGG
Expense ratio 0.06% 0.33%
Holdings 7602 1298
Net assets $5.3bn $1.8bn

ISTB and JSCP on the fields both publish, as of Nov 12, 2026. Source: ETFIQ.

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About each fund
ISTB

ISTB tracks an index. Over the year to Nov 12, 2026 it returned +1.0% with distributions reinvested, against −1.0% for its benchmark, the Bloomberg U.S. Universal Index. The prospectus expense ratio is 0.06% a year.

JSCP

JSCP is actively managed and tracks no index. Over the year to Nov 12, 2026 it returned +1.2% with distributions reinvested, against −1.3% for its benchmark, the Bloomberg U.S. Aggregate Index. The prospectus expense ratio is 0.33% a year.

Questions people ask

Which returned more over the last year, ISTB or JSCP?
In the year to Nov 12, 2026, with distributions reinvested, ISTB returned +1.0% and JSCP +1.2%.
Which is cheaper, ISTB or JSCP?
ISTB is cheaper, by 0.27 percentage points a year. That is about $27 on $10,000 held for a year. Fees come from each fund's prospectus.
Other comparisons
Cite this pageCitation, APA and Markdown

ETFIQ, ISTB against JSCP, data as of Nov 12, 2026. https://etfiq.com/compare/any/istb-vs-jscp

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.

Net assets on Nov 12, 2026: $5.3bn for iShares Core 1-5 Year USD Bond ETF and $1.8bn for JPMorgan Short Duration Core Plus ETF.

Growth of 100

ISTB and JSCP

Total return, distributions reinvested, 1 year.

ISTB +1.0%JSCP +1.2%
Nov 12, 2025Nov 12, 2026

ISTB +1.0%, JSCP +1.2%: JSCP +0.2 pts ahead, 1 year, Nov 12, 2025 to Nov 12, 2026.