IGSB vs JSCP

iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF against JPMorgan Short Duration Core Plus ETF: cost, size, returns, what they hold and how much of it is the same.

Overlap by weight
7%
217 shared positions
Fee gap
29 bp
IGSB is cheaper
1-year return gap
0.0 pts
JSCP is ahead
Larger fund
IGSB
$23.4B

Side by side

IGSBJSCP
FundiShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETFJPMorgan Short Duration Core Plus ETF
IssueriSharesJPMorgan
CategoryShort-Term BondShort-Term Bond
Expense ratio0.04%0.33%
Assets$23.4B$1.8B
Average daily dollar volume$257M$11M
ListedJan 5, 2007Mar 1, 2021
FrenzyCap score9870
1-month return−0.5%−0.5%
3-month return−1.4%−1.6%
Year to date−3.0%−3.1%
1-year return−3.4%−3.4%
30-day volatility2.6%2.5%
Worst drawdown, 1 year−4.1%−4.1%
Trailing 12-month yield4.69%4.52%
Holdings4,7661,316
Top 10 weight1.5%19.1%
Look-through P/E——
Holdings vs fair value——
Holdings above 200-day average——
Net flow, latest 3 reported months+$635M thru May 2026+$139M thru May 2026
30-day implied volatility4.2%—
Holdings as ofas of Oct 20, 2026issuer dataas of Oct 21, 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

8% of IGSB · 22% of JSCP
HoldingIGSBJSCP
GOLDMAN SACHS GROUP INC (FXD-FRN) 4.52%, due Jan 21, 20320.11%0.16%
GOLDMAN SACHS GROUP INC/THE MTN 5.24%, due Jul 21, 20320.11%0.16%
CITIGROUP INC 5.58%, due Sep 24, 20320.11%0.26%
MORGAN STANLEY PRIVATE BANK NA 4.46%, due Nov 19, 20310.09%0.13%
BANK OF AMERICA CORP (FXD-FRN) MTN 4.48%, due Apr 23, 20300.09%0.19%
MORGAN STANLEY MTN 4.71%, due Mar 12, 20320.09%0.10%
WELLS FARGO & COMPANY MTN 4.84%, due May 20, 20320.09%0.14%
T-MOBILE USA INC 3.88%, due Apr 15, 20300.17%0.08%
BANK OF AMERICA CORP (FXD-FRN) MTN 4.46%, due Feb 6, 20320.08%0.14%
GOLDMAN SACHS GROUP INC/THE MTN 4.97%, due Jun 3, 20320.08%0.12%
GOLDMAN SACHS GROUP INC (FXD-FRN) 4.59%, due Apr 20, 20300.08%0.15%
BANK OF AMERICA CORP MTN 5.82%, due Sep 15, 20290.08%0.08%
MORGAN STANLEY MTN 5.17%, due Jul 14, 20320.08%0.18%
CITIGROUP INC 4.54%, due Sep 19, 20300.08%0.19%
MORGAN STANLEY (FXD-FRN) MTN 4.24%, due Jan 9, 20300.08%0.10%
WELLS FARGO & COMPANY MTN 5.2%, due Jan 23, 20300.07%0.17%
MORGAN STANLEY MTN 4.65%, due Oct 18, 20300.07%0.08%
BANK OF AMERICA CORP MTN 6.01%, due Oct 20, 20320.07%0.16%
BANK OF AMERICA CORP (FXD-FLT) MTN 5.16%, due Jan 24, 20310.07%0.07%
GOLDMAN SACHS GROUP INC (FXD-FRN) 4.15%, due Oct 21, 20290.07%0.12%
GOLDMAN SACHS GROUP INC/THE 5.05%, due Jul 23, 20300.06%0.14%
HSBC HOLDINGS PLC FXD-FLT 5.24%, due May 13, 20310.06%0.07%
CITIGROUP INC 5.17%, due Feb 13, 20300.09%0.06%
CITIGROUP INC (FXD-FRN) 4.95%, due May 7, 20310.06%0.06%
CITIGROUP INC (FXD-FRN) 4.79%, due Mar 4, 20290.06%0.16%

Sector mix of the stock holdings

No sector breakdown: these funds hold few classified stocks.

More: full overlap table · IGSB holdings · JSCP 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.