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ETF comparison

BIV vs JCPB

Both US Aggregate Bond.

Vanguard Intermediate-Term Bond Index Fund ETF Shares · JPMorgan Core Plus Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
5.2 %

207 positions appear in both funds. Buying equal dollars of BIV and JCPB would leave roughly 5.2% of each dollar exposed to the same underlying securities.

BIV unmatched 93.7% Shared 5.2% JCPB unmatched 86.8%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In BIV only
2,148 positions
Shared
207 positions
In JCPB only
2,482 positions

Side by side

BIV

Vanguard Intermediate-Term Bond Index Fund ETF Shares

Vanguard · US Aggregate Bond

87 composite / 100
Expense ratio
0.030%
Net assets
$51.77B
whole fund, 5 share classes
TTM yield
4.49%
Top-10 conc.
20.9%
JCPB

JPMorgan Core Plus Bond ETF

JPMorgan · US Aggregate Bond

75 composite / 100
Expense ratio
0.37%
Net assets
$17.49B
TTM yield
4.58%
Top-10 conc.
11.2%

Sub-score comparison

97
Cost
63
52
Tax efficiency
51
100
Liquidity
100
84
Concentration
98
—
Tracking quality
—
BIV sub-score JCPB

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

BIV is 34 bps cheaper than JCPB. On a $100,000 position that's about $340/yr more in fees for JCPB.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with BIV vs JCPB.

Top shared holdings

207 shared in total
# Holding In BIV In JCPB Overlap
1 United States Treasury Note/Bond 1.94% 1.06% 1.06%
2 United States Treasury Note/Bond 2.08% 0.66% 0.66%
3 United States Treasury Note/Bond 2.08% 0.11% 0.11%
4 AerCap Ireland Capital DAC / AerCap Global Aviation Trust 0.09% 0.11% 0.09%
5 Bank of America Corp 0.12% 0.09% 0.09%
6 Wells Fargo & Co 0.08% 0.22% 0.08%
7 Goldman Sachs Group Inc/The 0.09% 0.07% 0.07%
8 Space Exploration Technologies Corp 0.08% 0.07% 0.07%
9 Goldman Sachs Group Inc/The 0.07% 0.16% 0.07%
10 Abbott Laboratories 0.07% 0.07% 0.07%
11 HSBC Holdings PLC 0.06% 0.12% 0.06%
12 Amazon.com Inc 0.13% 0.06% 0.06%

Only in BIV

2,148 total
  • United States Treasury Note/Bond 2.14%
  • United States Treasury Note/Bond 2.14%
  • United States Treasury Note/Bond 2.13%
  • United States Treasury Note/Bond 2.10%
  • United States Treasury Note/Bond 2.10%
  • United States Treasury Note/Bond 2.04%
  • United States Treasury Note/Bond 2.04%
  • United States Treasury Note/Bond 2.02%
  • United States Treasury Note/Bond 1.84%
  • United States Treasury Note/Bond 1.70%

Only in JCPB

2,482 total
  • United States of America 2.68%
  • FNMA/FHLMC 1.39%
  • FNMA/FHLMC 1.26%
  • FNMA/FHLMC 1.13%
  • United States of America 0.91%
  • United States of America 0.76%
  • United States of America 0.73%
  • United States of America 0.63%
  • United States of America 0.58%
  • United States of America 0.55%

Percentages are holdings overlap with the named fund.

Open BIV or JCPB at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.