BILZ vs. JPIE
Compare and contrast key facts about PIMCO Ultra Short Government Active Exchange-Traded Fund (BILZ) and JPMorgan Income ETF (JPIE).
BILZ and JPIE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BILZ is an actively managed fund by PIMCO. It was launched on Jun 21, 2023. JPIE is an actively managed fund by JPMorgan. It was launched on Oct 28, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BILZ or JPIE.
Correlation
The correlation between BILZ and JPIE is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BILZ vs. JPIE - Performance Comparison
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Key characteristics
BILZ:
13.01
JPIE:
3.04
BILZ:
27.59
JPIE:
4.17
BILZ:
15.95
JPIE:
1.76
BILZ:
29.12
JPIE:
4.22
BILZ:
447.83
JPIE:
19.32
BILZ:
0.01%
JPIE:
0.38%
BILZ:
0.38%
JPIE:
2.41%
BILZ:
-0.52%
JPIE:
-9.96%
BILZ:
0.00%
JPIE:
-0.22%
Returns By Period
In the year-to-date period, BILZ achieves a 1.50% return, which is significantly lower than JPIE's 2.11% return.
BILZ
1.50%
0.35%
2.14%
4.82%
N/A
N/A
JPIE
2.11%
1.70%
2.87%
7.30%
N/A
N/A
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BILZ vs. JPIE - Expense Ratio Comparison
BILZ has a 0.14% expense ratio, which is lower than JPIE's 0.41% expense ratio.
Risk-Adjusted Performance
BILZ vs. JPIE — Risk-Adjusted Performance Rank
BILZ
JPIE
BILZ vs. JPIE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Ultra Short Government Active Exchange-Traded Fund (BILZ) and JPMorgan Income ETF (JPIE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BILZ vs. JPIE - Dividend Comparison
BILZ's dividend yield for the trailing twelve months is around 4.55%, less than JPIE's 5.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 4.55% | 4.95% | 2.23% | 0.00% | 0.00% |
JPIE JPMorgan Income ETF | 5.96% | 6.11% | 5.70% | 4.49% | 0.63% |
Drawdowns
BILZ vs. JPIE - Drawdown Comparison
The maximum BILZ drawdown since its inception was -0.52%, smaller than the maximum JPIE drawdown of -9.96%. Use the drawdown chart below to compare losses from any high point for BILZ and JPIE. For additional features, visit the drawdowns tool.
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Volatility
BILZ vs. JPIE - Volatility Comparison
The current volatility for PIMCO Ultra Short Government Active Exchange-Traded Fund (BILZ) is 0.06%, while JPMorgan Income ETF (JPIE) has a volatility of 1.26%. This indicates that BILZ experiences smaller price fluctuations and is considered to be less risky than JPIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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