Data as of Oct 28, 2026.

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JSCP vs SPIB: Differences, Returns & Fees

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JSCP's duration was 2.9 years on Aug 31, 2026 and SPIB's 4.2 on Jun 30, 2026; SPIB charges 0.04% to JSCP's 0.33%.

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Net assets: $1.8bn on Oct 28, 2026 for JPMorgan Short Duration Core Plus ETF, and $11.6bn on Oct 27, 2026 for State Street SPDR Portfolio Intermediate Term Corporate Bond ETF.

At a glance
+1.3%
JSCP total return, 1 year
−0.1%
SPIB total return, 1 year
0.33%
JSCP expense ratio
0.04%
SPIB expense ratio

Pair scorecard

SPIB costs 0.29 points a year less; their one-year returns differ by 1.4 points; SPIB is 6.4 times larger.

JSCP vs SPIB: Differences, Returns & Fees
MeasureJSCPSPIB
Return
Total return, 1 year+1.3%−0.1%
Benchmark
What it tracksNo index, actively managedBloomberg U.S. Intermediate Corporate Bond Index
Cost and size
Expense ratio0.33%0.04%
Net assets, as of Oct 27, 2026$1.8bn$11.6bn
Holdings
Holdings in common4%

Holdings in common uses holdings dated Jun 30, 2026 and Aug 31, 2026. Method

Risk and return

Mar 12, 2021 to Oct 23, 2026 · 293 weekly returns · each against AGG
JSCP SPIB
Return
Total return edge JSCP +13.3% +9.8%
Annualized edge JSCP +2.2% +1.7%
Price return edge JSCP −7.7% −10.1%
Risk
Volatility edge JSCP 2.7% 4.1%
Max drawdown edge JSCP −8.7% −14.3%
Downside capture 36.2% 67.8%
Beta 0.42 0.71
Risk-adjusted
Sharpe edge SPIB (slight) −0.47 −0.42
Sortino edge SPIB −0.65 −0.57
Treynor −0.030 −0.024
Calmar edge JSCP 0.26 0.12
Against the benchmark
Alpha +0.1% a year +0.6% a year
Alpha t-stat 0.23 1.14
Information ratio 0.58 0.76
Tracking error 3.5% 2.0%
Reading

JSCP returned more: +13.3% to +9.8%. JSCP swung less: 2.7% to 4.1%. JSCP fell less at its worst: −8.7% to −14.3%.

Full scorecard

19 measures, with how each is measured
Open ↓
Risk and return: JSCP vs SPIB: Differences, Returns & Fees
MeasureJSCPSPIBAGGEdgeHow it is measured
Return
Total return+13.3%+9.8%JSCPPrice change plus distributions, reinvested.
Annualized+2.2%+1.7%JSCPTotal return as a yearly rate.
Price return−7.7%−10.1%JSCPPrice change alone, distributions left out.
Risk
Volatility2.7%4.1%JSCPSpread of weekly returns, annualized. Lower is steadier.
Downside deviation1.9%3.1%JSCPLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−8.7%−14.3%JSCPDeepest fall from a high to the low after it.
Upside capture42.7%71.4%100.0%SPIBShare of its benchmark's rise caught in the weeks it rose.
Downside capture36.2%67.8%100.0%JSCPShare of its benchmark's fall taken in the weeks it fell. Lower is better.
Beta0.420.711.00JSCP lowerHow far it moves for each 1% its benchmark moves.
R squared0.770.921.00Not an edgeShare of its weekly moves its benchmark explains.
Risk-adjusted
Sharpe−0.47−0.42SPIB (slight)Return above Treasury bills per unit of volatility.
Sortino−0.65−0.57SPIBReturn above Treasury bills per unit of downside deviation.
Treynor−0.030−0.024−0.033SPIBReturn above Treasury bills per unit of beta.
Calmar0.260.12JSCPAnnualized return divided by the max drawdown.
Against the benchmark
BenchmarkAGGAGGAGGThe ETF each fund is measured against.
Alpha+0.1% a year+0.6% a year0.0%Not significantYearly return beyond what its beta to the benchmark predicts.
Alpha t-stat0.231.14Not an edgeHow sure the alpha is. Below 2, it could be chance.
Alpha range−0.9% to +1.2%−0.4% to +1.6%Both include zeroThe 95% range for the yearly alpha.
Information ratio0.580.76SPIBReturn against its benchmark per unit of tracking error.
Tracking error3.5%2.0%0.0%Not an edgeHow far weekly returns stray from the benchmark, annualized.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 293 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

4%

By the books each fund has filed, JSCP and SPIB hold 4% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Aug 31, 2026.

0 half 100%

half

4% in common

Positions both hold · largest shared weight first JSCP SPIB
Bank of America Corp., due Apr 23, 2030 0.19% 0.20%
National Bank of Canada, due Jun 4, 2032 0.19% 0.26%
Bank of Montreal, Series J, due Jun 2, 2032 0.17% 0.21%
Citigroup, Inc., due Mar 4, 2029 0.16% 0.17%
Wells Fargo & Co., due May 20, 2032 0.15% 0.21%
Oracle Corp., due Feb 4, 2031 0.23% 0.14%
Banco Santander SA, due Apr 15, 2031 0.12% 0.16%
Morgan Stanley Private Bank NA, due Nov 19, 2031 0.13% 0.10%
Wells Fargo & Co., due Jan 23, 2030 0.17% 0.10%
Bank of America Corp., due Feb 6, 2032 0.14% 0.09%
T-Mobile USA, Inc., due Apr 15, 2030 0.09% 0.11%
Mitsubishi UFJ Financial Group, Inc., due Apr 21, 2032 0.07% 0.08%
Only in one fund ↓
Only in JSCP
U.S. Treasury Notes, due Jun 15, 2029 3.69%
U.S. Treasury Notes, due Nov 15, 2028 2.60%
U.S. Treasury Notes, due Jan 15, 2029 2.14%
U.S. Treasury Notes, due Apr 15, 2029 1.89%
U.S. Treasury Notes, due Aug 15, 2029 1.79%
U.S. Treasury Notes, due Sep 15, 2028 1.53%
U.S. Treasury Notes, due Oct 15, 2028 1.43%
U.S. Treasury Notes, due Dec 15, 2028 1.17%
Only in SPIB
Morgan Stanley Bank NA, due Jan 12, 2029 0.54%
Salesforce Inc, due Sep 15, 2031 0.26%
JPMorgan Chase & Co, due Jul 23, 2036 0.26%
Charles Schwab Corp/The, due Nov 17, 2029 0.24%
Goldman Sachs Group Inc/The, due Jan 21, 2029 0.23%
AT&T Inc, due Feb 15, 2028 0.23%
Morgan Stanley Private Bank NA, due Jul 6, 2028 0.22%
Alphabet Inc, due Feb 15, 2033 0.22%
Check overlap with more funds →

Side by side

JSCP JPMorgan Short Duration Core Plus ETF SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
Where it sits Bond ETF Bond ETF
What it is Actively managed Tracks an index
Total return, 1 year +1.3% −0.1%
Its benchmark over the same days −1.4% (AGG) −1.4% (AGG)
Gap to its benchmark +2.7 pts vs AGG +1.3 pts vs AGG
Expense ratio 0.33% 0.04%
Holdings 1305 5398
Net assets, JSCP as of Oct 28, 2026 and SPIB as of Oct 27, 2026 $1.8bn $11.6bn

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

Client brief · page 1 of 2 Report BR-CC12AFF4E4

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

  1. What each follows. JSCP follows No index, actively managed and SPIB follows Bloomberg U.S. Intermediate Corporate Bond Index.
  2. Holdings in common. 4% of the weight is in the same securities (holdings dated Aug 31, 2026 and Jun 30, 2026).
  3. Number of holdings. JSCP holds 1,305 positions and SPIB holds 5398.

Data as of Oct 28, 2026.

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About each fund
JSCP

JSCP is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +1.3% with distributions reinvested, against −1.4% for its benchmark, the Bloomberg U.S. Aggregate Index. The prospectus expense ratio is 0.33% a year.

SPIB

SPIB tracks an index. Over the year to Oct 28, 2026 it returned −0.1% with distributions reinvested, against −1.4% for its benchmark, the Bloomberg U.S. Aggregate Bond Index. The prospectus expense ratio is 0.04% a year.

Questions people ask

Which returned more over the last year, JSCP or SPIB?
In the year to Oct 28, 2026, with distributions reinvested, JSCP returned +1.3% and SPIB −0.1%.
Which is cheaper, JSCP or SPIB?
SPIB is cheaper, by 0.29 percentage points a year. That is about $29 on $10,000 held for a year. Fees come from each fund's prospectus.
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ETFIQ, JSCP against SPIB, data as of Oct 28, 2026. https://etfiq.com/compare/any/jscp-vs-spib

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