DSTX vs. JIRE
Compare and contrast key facts about Distillate International Fundamental Stability & Value ETF (DSTX) and JPMorgan International Research Enhanced Equity ETF (JIRE).
DSTX and JIRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DSTX is a passively managed fund by Distillate Capital that tracks the performance of the Distillate Fundamental Stability & Value Index. It was launched on Dec 14, 2020. JIRE is an actively managed fund by JPMorgan. It was launched on Oct 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSTX or JIRE.
Correlation
The correlation between DSTX and JIRE is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DSTX vs. JIRE - Performance Comparison
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Key characteristics
DSTX:
0.61
JIRE:
0.53
DSTX:
1.09
JIRE:
0.95
DSTX:
1.14
JIRE:
1.12
DSTX:
0.90
JIRE:
0.77
DSTX:
2.26
JIRE:
2.17
DSTX:
5.30%
JIRE:
4.85%
DSTX:
17.68%
JIRE:
17.70%
DSTX:
-34.02%
JIRE:
-16.11%
DSTX:
0.00%
JIRE:
-0.16%
Returns By Period
The year-to-date returns for both stocks are quite close, with DSTX having a 15.40% return and JIRE slightly lower at 14.68%.
DSTX
15.40%
8.34%
10.73%
10.66%
N/A
N/A
JIRE
14.68%
9.12%
10.54%
9.39%
N/A
N/A
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DSTX vs. JIRE - Expense Ratio Comparison
DSTX has a 0.55% expense ratio, which is higher than JIRE's 0.24% expense ratio.
Risk-Adjusted Performance
DSTX vs. JIRE — Risk-Adjusted Performance Rank
DSTX
JIRE
DSTX vs. JIRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Distillate International Fundamental Stability & Value ETF (DSTX) and JPMorgan International Research Enhanced Equity ETF (JIRE). 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
DSTX vs. JIRE - Dividend Comparison
Neither DSTX nor JIRE has paid dividends to shareholders.
Drawdowns
DSTX vs. JIRE - Drawdown Comparison
The maximum DSTX drawdown since its inception was -34.02%, which is greater than JIRE's maximum drawdown of -16.11%. Use the drawdown chart below to compare losses from any high point for DSTX and JIRE. For additional features, visit the drawdowns tool.
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Volatility
DSTX vs. JIRE - Volatility Comparison
Distillate International Fundamental Stability & Value ETF (DSTX) and JPMorgan International Research Enhanced Equity ETF (JIRE) have volatilities of 4.17% and 4.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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