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ETF comparison

IUSB vs JCPB

Both US Aggregate Bond.

iShares Core Universal USD Bond ETF · JPMorgan Core Plus Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
7.5 %

1,314 positions appear in both funds. Buying equal dollars of IUSB and JCPB would leave roughly 7.5% of each dollar exposed to the same underlying securities.

IUSB only 93.8% Shared 7.5% JCPB only 92.1%
In IUSB only
16,465 positions
Shared
1,314 positions
In JCPB only
1,245 positions

Side by side

IUSB

iShares Core Universal USD Bond ETF

iShares · US Aggregate Bond

88 composite / 100
Expense ratio
0.060%
Net assets
$42.77B
TTM yield
4.26%
Top-10 conc.
6.7%
JCPB

JPMorgan Core Plus Bond ETF

JPMorgan · US Aggregate Bond

74 composite / 100
Expense ratio
0.37%
Net assets
$13.58B
TTM yield
4.92%
Top-10 conc.
17.9%

Sub-score comparison

94
Cost
63
52
Tax efficiency
51
100
Liquidity
100
100
Concentration
89
—
Tracking quality
—
IUSB sub-score JCPB

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

Cost difference

IUSB is 31 bps cheaper than JCPB. On a $100,000 position that's about $310/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 IUSB vs JCPB.

Top shared holdings

1,314 shared in total
# Holding In IUSB In JCPB Overlap
1 United States of America 0.37% 0.98% 0.37%
2 United States of America 0.28% 0.79% 0.28%
3 United States of America 0.26% 1.40% 0.26%
4 United States of America 0.18% 0.69% 0.18%
5 United States of America 0.18% 3.83% 0.18%
6 United States of America 0.16% 0.48% 0.16%
7 United States of America 0.36% 0.16% 0.16%
8 United States of America 0.15% 0.69% 0.15%
9 United States of America 0.15% 0.49% 0.15%
10 United States of America 0.15% 0.16% 0.15%
11 United States of America 0.14% 0.41% 0.14%
12 United States of America 0.10% 0.43% 0.10%

Only in IUSB

16,465 total
  • Blackrock Liquidity Tempcash 2.88%
  • United States of America 0.37%
  • United States of America 0.37%
  • United States of America 0.37%
  • United States of America 0.36%
  • United States of America 0.36%
  • United States of America 0.35%
  • United States of America 0.34%
  • United States of America 0.34%
  • United States of America 0.33%

Only in JCPB

1,245 total
  • JPMorgan U.S. Government Money Market Fund 7.12%
  • FNMA/FHLMC 1.02%
  • FNMA/FHLMC 0.48%
  • FHLMC Pool 0.37%
  • United States of America 0.34%
  • FNMA 0.34%
  • GNMA 0.31%
  • GNMA 0.30%
  • FHLMC 0.27%
  • Multi-Family Connecticut Avenue Securities Trust 0.26%

Open IUSB or JCPB at a brokerage

Both funds trade commission-free at major US brokerages.

Open at Fidelity

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.