Data as of Oct 28, 2026.
JCPB vs SYSB: Differences, Returns & Fees
JCPB's duration was 5.9 years on Aug 31, 2026 and SYSB's 5.9 on Jul 31, 2026; SYSB charges 0.25% to JCPB's 0.37%.
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Net assets: $17.4bn on Oct 28, 2026 for JPMorgan Core Plus Bond ETF, and $1.4bn on Oct 27, 2026 for iShares Systematic Bond ETF.
Pair scorecard
SYSB costs 0.12 points a year less; their one-year returns differ by 1.1 points; JCPB is 12.4 times larger.
| Measure | JCPB | SYSB |
|---|---|---|
| Return | ||
| Total return, 1 year | −0.8% | −1.9% |
| Drawdown | ||
| Below its high | 3.3%, high on Feb 27, 2026 | |
| Benchmark | ||
| What it tracks | No index, actively managed | BlackRock Universal Systematic Bond Index |
| Cost and size | ||
| Expense ratio | 0.37% | 0.25% |
| Net assets, as of Oct 27, 2026 | $17.4bn | $1.4bn |
| Holdings | ||
| Holdings in common | 3% | |
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 returnsEach against its own benchmark: JCPB against AGG, Feb 8, 2019 to Oct 23, 2026; SYSB against IUSB, Mar 6, 2015 to Oct 23, 2026.
JCPB returned more: +19.7% to +16.5%. JCPB swung less: 5.2% to 5.9%. JCPB fell slightly less at its worst: −16.5% to −17.9%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | JCPB | SYSB | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +19.7% | +16.5% | JCPB | Price change plus distributions, reinvested. |
| Annualized | +2.4% | +2.0% | JCPB | Total return as a yearly rate. |
| Price return | −10.5% | −12.5% | JCPB | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 5.2% | 5.9% | JCPB | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 3.7% | 4.5% | JCPB | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −16.5% | −17.9% | JCPB (slight) | Deepest fall from a high to the low after it. |
| Upside capture | 94.7% | 72.5% | Share of its benchmark's rise caught in the weeks it rose. | |
| Downside capture | 90.2% | 71.4% | Share of its benchmark's fall taken in the weeks it fell. Lower is better. | |
| Beta | 0.85 | 0.85 | Not an edge | How far it moves for each 1% its benchmark moves. |
| R squared | 0.89 | 0.75 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | ||||
| Sharpe | −0.07 | −0.12 | JCPB | Return above Treasury bills per unit of volatility. |
| Sortino | −0.10 | −0.15 | JCPB | Return above Treasury bills per unit of downside deviation. |
| Treynor | −0.004 | 0.001 | Return above Treasury bills per unit of beta. | |
| Calmar | 0.14 | 0.11 | JCPB | Annualized return divided by the max drawdown. |
| Against the benchmark | ||||
| Benchmark | AGG | IUSB | The ETF each fund is measured against. | |
| Alpha | +0.6% a year | +0.2% a year | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | 1.07 | 0.29 | Not an edge | How sure the alpha is. Below 2, it could be chance. |
| Alpha range | −0.5% to +1.8% | −1.2% to +1.7% | Includes zero | The 95% range for the yearly alpha. |
| Information ratio | 0.44 | 0.09 | Return against its benchmark per unit of tracking error. | |
| Tracking error | 1.9% | 2.6% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
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, JCPB and SYSB hold 3% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Aug 31, 2026.
half
3% in common
Only in one fund ↓
Side by side
JCPB and SYSB on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
JCPB and SYSB are built for the same job. How do they differ in cost, holdings and results?
- What each follows. JCPB follows No index, actively managed and SYSB follows BlackRock Universal Systematic Bond Index.
- Holdings in common. 3% of the weight is in the same securities (holdings dated Aug 31, 2026 and Jul 31, 2026).
- Number of holdings. JCPB holds 2,819 positions and SYSB holds 853.
Data as of Oct 28, 2026.
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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.
SYSB
SYSB tracks an index. Over the year to Oct 28, 2026 it returned −1.9% with distributions reinvested, against −1.2% for its benchmark, the Bloomberg U.S. Universal Index. The prospectus expense ratio is 0.25% a year. It sat 3.3% below its high of Feb 27, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, JCPB or SYSB?
- In the year to Oct 28, 2026, with distributions reinvested, JCPB returned −0.8% and SYSB −1.9%.
- Which is cheaper, JCPB or SYSB?
- SYSB is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
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.
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ETFIQ, JCPB against SYSB, data as of Oct 28, 2026. https://etfiq.com/compare/any/jcpb-vs-sysb
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