Which returned more over the last year, IUSB or JCPB?

In the year to Oct 28, 2026, with distributions reinvested, IUSB returned −1.2% and JCPB −0.8%.

Which is cheaper, IUSB or JCPB?

IUSB is cheaper, by 0.31 percentage points a year. That is about $31 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

IUSB vs JCPB: Differences, Returns & Fees

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IUSB's duration was 5.5 years on Jul 31, 2026 and JCPB's 5.9 on Aug 31, 2026; IUSB charges 0.06% to JCPB's 0.37%.

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Net assets: $49.8bn on Oct 27, 2026 for iShares Core Universal USD Bond ETF, and $17.4bn on Oct 28, 2026 for JPMorgan Core Plus Bond ETF.

IUSB on its own →JCPB on its own →

At a glance

−1.2%

IUSB total return, 1 year

−0.8%

JCPB total return, 1 year

0.06%

IUSB expense ratio

0.37%

JCPB expense ratio

Pair scorecard

IUSB costs 0.31 points a year less; their one-year returns differ by 0.4 points; IUSB is 2.9 times larger.

IUSB vs JCPB: Differences, Returns & Fees
Measure	IUSB	JCPB
Return
Measure	IUSB	JCPB
Total return, 1 year	−1.2%	−0.8%
Benchmark
Measure	IUSB	JCPB
What it tracks	Bloomberg U.S. Universal Index	No index, actively managed
Cost and size
Measure	IUSB	JCPB
Expense ratio	0.06%	0.37%
Net assets, as of Oct 27, 2026	$49.8bn	$17.4bn
Holdings
Measure	IUSB	JCPB
Holdings in common	8%

Holdings in common uses holdings dated Jul 31, 2026 and Aug 31, 2026. Method

Risk and return

Feb 8, 2019 to Oct 23, 2026 · 402 weekly returns

IUSB JCPB

Return

Total return edge JCPB +14.8% +19.7%

Annualized edge JCPB +1.8% +2.4%

Price return edge IUSB (slight) −10.2% −10.5%

Risk

Volatility edge JCPB 5.9% 5.2%

Max drawdown edge JCPB (slight) −17.7% −16.5%

Risk-adjusted

Sharpe edge JCPB −0.15 −0.07

Sortino edge JCPB −0.20 −0.10

Calmar edge JCPB 0.10 0.14

Reading

JCPB returned more: +19.7% to +14.8%. JCPB swung less: 5.2% to 5.9%. JCPB fell slightly less at its worst: −16.5% to −17.7%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: IUSB vs JCPB: Differences, Returns & Fees
Measure	IUSB	JCPB	Edge	How it is measured
Return
Total return	+14.8%	+19.7%	JCPB	Price change plus distributions, reinvested.
Annualized	+1.8%	+2.4%	JCPB	Total return as a yearly rate.
Price return	−10.2%	−10.5%	IUSB (slight)	Price change alone, distributions left out.
Risk
Volatility	5.9%	5.2%	JCPB	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	4.3%	3.7%	JCPB	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−17.7%	−16.5%	JCPB (slight)	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	−0.15	−0.07	JCPB	Return above Treasury bills per unit of volatility.
Sortino	−0.20	−0.10	JCPB	Return above Treasury bills per unit of downside deviation.
Calmar	0.10	0.14	JCPB	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 402 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, IUSB and JCPB hold 8% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Aug 31, 2026.

50%

0 half 100%

half

8% in common

Positions both hold · largest shared weight first IUSB JCPB

U.S. Treasury Notes, due Nov 15, 2034 0.34% 0.66%

U.S. Treasury Notes, due Nov 15, 2035 0.32% 1.06%

U.S. Treasury Notes, due Aug 31, 2030 0.24% 0.55%

U.S. Treasury Notes, due Nov 30, 2029 0.22% 0.58%

U.S. Treasury Bonds, due Nov 15, 2052 0.17% 0.73%

U.S. Treasury Bonds, due May 15, 2055 0.17% 0.17%

U.S. Treasury Notes, due Aug 31, 2029 0.16% 2.68%

U.S. Treasury Bonds, due Nov 15, 2053 0.16% 0.45%

U.S. Treasury Bonds, due Nov 15, 2054 0.15% 0.76%

U.S. Treasury Bonds, due Nov 15, 2043 0.15% 0.46%

U.S. Treasury Bonds, due Nov 15, 2042 0.13% 0.55%

U.S. Treasury Bonds, due May 15, 2051 0.13% 0.32%

Only in one fund ↓

Only in IUSB

Uniform Mortgage-Backed Securities, due Aug 25, 2056 0.41%

U.S. Treasury Notes, due Dec 31, 2029 0.37%

U.S. Treasury Notes, due May 15, 2036 0.37%

U.S. Treasury Notes, due Feb 15, 2034 0.36%

U.S. Treasury Notes, due Aug 15, 2035 0.34%

U.S. Treasury Notes, due May 15, 2034 0.34%

U.S. Treasury Notes, due May 15, 2035 0.33%

U.S. Treasury Notes, due Feb 15, 2036 0.33%

Only in JCPB

FNMA/FHLMC UMBS, Single Family, 30 Year, due Sep 25, 2056 1.39%

FNMA/FHLMC UMBS, Single Family, 30 Year, due Sep 25, 2056 1.26%

FNMA/FHLMC UMBS, Single Family, 30 Year, due Sep 25, 2056 1.13%

U.S. Treasury STRIPS Bonds, due May 15, 2031 0.37%

FHLMC UMBS, 30 Year, due Apr 1, 2056 0.34%

FNMA, Other, due Jun 1, 2034 0.28%

FHLMC UMBS, 30 Year, due Oct 1, 2055 0.27%

U.S. Treasury Notes, due Oct 31, 2026 0.25%

Check overlap with more funds →

Side by side

IUSB iShares Core Universal USD Bond ETF JCPB JPMorgan Core Plus Bond ETF

Where it sits Bond ETF Bond ETF

Issuer iShares JPMorgan

What it is Tracks an index of Universal USD Bond Actively managed

Total return, 1 year −1.2% −0.8%

Its benchmark over the same days not measured −1.4% (AGG)

Gap to its benchmark not measured +0.6 pts vs AGG

Expense ratio 0.06% 0.37%

Holdings 18338 2819

Net assets, IUSB as of Oct 27, 2026 and JCPB as of Oct 28, 2026 $49.8bn $17.4bn

IUSB and JCPB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-07067D8458

IUSB and JCPB are built for the same job. How do they differ in cost, holdings and results?

What each follows. IUSB follows Bloomberg U.S. Universal Index and JCPB follows No index, actively managed.
Holdings in common. 8% of the weight is in the same securities (holdings dated Jul 31, 2026 and Aug 31, 2026).
Number of holdings. IUSB holds 18,338 positions and JCPB holds 2819.

Data as of Oct 28, 2026.

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About each fund

IUSB

IUSB tracks an index of Universal USD Bond. Over the year to Oct 28, 2026 it returned −1.2% with distributions reinvested. The prospectus expense ratio is 0.06% a year.

JCPB

JCPB is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned −0.8% with distributions reinvested, against −1.4% for its benchmark, the Bloomberg U.S. Aggregate Index. The prospectus expense ratio is 0.37% a year.

Questions people ask

Which returned more over the last year, IUSB or JCPB?: In the year to Oct 28, 2026, with distributions reinvested, IUSB returned −1.2% and JCPB −0.8%.
Which is cheaper, IUSB or JCPB?: IUSB is cheaper, by 0.31 percentage points a year. That is about $31 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

FBND vs IUSB CGCP vs IUSB BOND vs IUSB EVTR vs IUSB FBND vs JCPB CGCP vs JCPB BOND vs JCPB EVTR vs JCPB

Where to next

IUSB on its own →JCPB on its own →Hold both: look the portfolio through →Rankings →IUSB dividend history →IUSB holdings →JCPB dividend history →JCPB holdings →Standards and sources →

Sources and dates

IUSB filings on SEC EDGAR ↗

IUSB prospectus with the expense ratio (SEC) ↗

iShares page for IUSB ↗

JCPB filings on SEC EDGAR ↗

JCPB prospectus with the expense ratio (SEC) ↗

JPMorgan website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IUSB against JCPB, data as of Oct 28, 2026. https://etfiq.com/compare/any/iusb-vs-jcpb

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