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Schwab made investors more money ($85.0B). J.P. Morgan had more funds that made money (84%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one bonds & cash fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · BONDS & CASH | Schwab | J.P. Morgan |
|---|---|---|
| Funds in the category | 14 | 23 |
| Made money (W–L) | 6–7 | 12–8 |
| Win % | 46% | 60% |
| Money made | $18M | $1.7B |
| Typical return | −0.2% | +0.3% |
| Launches · 2026 | 1 | 0 |
| Assets | $87.3B | $109B |
| Fee per $100 | $0.04 | $0.26 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| SCHP | Schwab US TIPS ETF | $17.5B | −0.2% ✕ |
| SCHO | Schwab Short-Term U.S. Treasury ETF | $15.7B | +1.9% ✓ |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $13.7B | −0.5% ✕ |
| SCHI | Schwab 5-10 Year Corporate Bond ETF | $11.1B | −1.1% ✕ |
| SCHZ | Schwab U.S. Aggregate Bond ETF | $10.8B | −0.5% ✕ |
| SMBS | Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF | $6.4B | +0.2% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| JPST | JPMorgan Ultra-Short Income ETF | $42.5B | +3.2% ✓ |
| JCPB | JPMorgan Core Plus Bond ETF | $17.5B | −0.0% ✕ |
| JBND | JPMorgan Active Bond ETF | $9.5B | −0.5% ✕ |
| JMUB | JPMorgan Municipal ETF | $9.0B | +0.0% ✓ |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | $8.4B | +2.3% ✓ |
| JMTG | JPMorgan Mortgage-Backed Securities ETF | $6.8B | +0.4% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.