BIV vs JCPB
Vanguard Intermediate-Term Bond ETF against JPMorgan Core Plus Bond ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
6%
208 shared positions
Fee gap
34 bp
BIV is cheaper
1-year return gap
0.9 pts
JCPB is ahead
Larger fund
BIV
$28.3B
Side by side
| BIV | JCPB | |
|---|---|---|
| Fund | Vanguard Intermediate-Term Bond ETF | JPMorgan Core Plus Bond ETF |
| Issuer | Vanguard | JPMorgan |
| Category | Core Bond | Core Bond |
| Expense ratio | 0.03% | 0.37% |
| Assets | $28.3B | $16.1B |
| Average daily dollar volume | $164M | $165M |
| Listed | Apr 3, 2007 | Jan 28, 2019 |
| FrenzyCap score | 99 | 79 |
| 1-month return | −1.1% | −1.2% |
| 3-month return | −2.9% | −2.7% |
| Year to date | −5.7% | −4.9% |
| 1-year return | −6.6% | −5.8% |
| 30-day volatility | 5.3% | 4.7% |
| Worst drawdown, 1 year | −8.2% | −7.5% |
| Trailing 12-month yield | 4.49% | 5.03% |
| Holdings | 2,381 | 2,812 |
| Top 10 weight | 20.6% | 11.5% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | +$778M thru Jun 2026 | +$2.1B thru May 2026 |
| 30-day implied volatility | 6.1% | 30.8% |
| Holdings as of | as of Sep 30, 2026issuer data | as of Oct 20, 2026issuer data |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
14% of BIV · 10% of JCPB| Holding | BIV | JCPB |
|---|---|---|
| United States Treasury Note/Bond 4%, due Nov 15, 2035 | 2.03% | 0.93% |
| United States Treasury Note/Bond 4.25%, due Nov 15, 2034 | 2.07% | 0.58% |
| United States Treasury Note/Bond 4.375%, due May 15, 2034 | 2.11% | 0.46% |
| Bank of America Corp 5.045%, due Feb 6, 2037 | 0.11% | 0.14% |
| AerCap Ireland Capital DAC / AerCap Global Aviation Trust 3.3%, due Jan 30, 2032 | 0.10% | 0.10% |
| United States Treasury Note/Bond 4.625%, due Feb 15, 2035 | 2.09% | 0.09% |
| Citigroup Inc 5.86%, due Sep 24, 2037 | 0.08% | 0.12% |
| Wells Fargo & Co 4.96%, due Jan 23, 2037 | 0.08% | 0.21% |
| Amazon.com Inc 5.3%, due Jul 9, 2036 | 0.10% | 0.08% |
| Goldman Sachs Group Inc/The 4.939%, due Oct 21, 2036 | 0.06% | 0.14% |
| Philip Morris International Inc 5.375%, due Feb 15, 2033 | 0.06% | 0.13% |
| HSBC Holdings PLC 5.279%, due Mar 10, 2037 | 0.06% | 0.10% |
| Abbott Laboratories 4.65%, due Mar 15, 2036 | 0.07% | 0.06% |
| Honeywell Aerospace Inc 4.95%, due Mar 16, 2036 | 0.06% | 0.13% |
| Goldman Sachs Group Inc/The 5.094%, due Apr 20, 2034 | 0.06% | 0.06% |
| Space Exploration Technologies Corp 5.65%, due Jul 15, 2033 | 0.10% | 0.06% |
| Wells Fargo & Co 5.832%, due Sep 24, 2037 | 0.06% | 0.07% |
| Verizon Communications Inc 5%, due Jan 15, 2036 | 0.05% | 0.06% |
| Amazon.com Inc 4.875%, due Mar 13, 2036 | 0.10% | 0.05% |
| Citigroup Inc 5.827%, due Feb 13, 2035 | 0.05% | 0.05% |
| Eaton Corp 4.8%, due Mar 6, 2036 | 0.05% | 0.09% |
| HSBC Holdings PLC 5.729%, due Aug 14, 2037 | 0.05% | 0.15% |
| Morgan Stanley 5.073%, due Jan 30, 2037 | 0.05% | 0.05% |
| Goldman Sachs Group Inc/The 5.065%, due Jan 21, 2037 | 0.08% | 0.04% |
| Oracle Corp 5.7%, due Feb 4, 2036 | 0.10% | 0.04% |
Sector mix of the stock holdings
No sector breakdown: these funds hold few classified stocks.
More: full overlap table · BIV holdings · JCPB holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.