EWJV vs. BBJP
Compare and contrast key facts about iShares MSCI Japan Value ETF (EWJV) and JPMorgan BetaBuilders Japan ETF (BBJP).
EWJV and BBJP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWJV is a passively managed fund by iShares that tracks the performance of the MSCI Japan Value Index. It was launched on Mar 5, 2019. BBJP is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar Japan Target Market Exposure Index. It was launched on Jun 15, 2018. Both EWJV and BBJP are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EWJV or BBJP.
Correlation
The correlation between EWJV and BBJP is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EWJV vs. BBJP - Performance Comparison
Key characteristics
EWJV:
0.30
BBJP:
-0.03
EWJV:
0.53
BBJP:
0.09
EWJV:
1.06
BBJP:
1.01
EWJV:
0.45
BBJP:
-0.04
EWJV:
1.40
BBJP:
-0.10
EWJV:
3.85%
BBJP:
4.61%
EWJV:
18.06%
BBJP:
18.02%
EWJV:
-30.05%
BBJP:
-32.66%
EWJV:
-4.95%
BBJP:
-5.03%
Returns By Period
In the year-to-date period, EWJV achieves a 5.66% return, which is significantly higher than BBJP's 1.71% return.
EWJV
5.66%
-0.66%
2.71%
5.76%
14.59%
N/A
BBJP
1.71%
-1.27%
-2.69%
0.10%
10.22%
N/A
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EWJV vs. BBJP - Expense Ratio Comparison
EWJV has a 0.15% expense ratio, which is lower than BBJP's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
EWJV vs. BBJP — Risk-Adjusted Performance Rank
EWJV
BBJP
EWJV vs. BBJP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan Value ETF (EWJV) and JPMorgan BetaBuilders Japan ETF (BBJP). 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.
Dividends
EWJV vs. BBJP - Dividend Comparison
EWJV's dividend yield for the trailing twelve months is around 3.88%, more than BBJP's 2.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
EWJV iShares MSCI Japan Value ETF | 3.88% | 4.10% | 3.32% | 2.71% | 2.47% | 1.97% | 4.29% | 0.00% |
BBJP JPMorgan BetaBuilders Japan ETF | 2.75% | 2.80% | 3.05% | 1.51% | 2.89% | 1.12% | 2.31% | 0.65% |
Drawdowns
EWJV vs. BBJP - Drawdown Comparison
The maximum EWJV drawdown since its inception was -30.05%, smaller than the maximum BBJP drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for EWJV and BBJP. For additional features, visit the drawdowns tool.
Volatility
EWJV vs. BBJP - Volatility Comparison
iShares MSCI Japan Value ETF (EWJV) and JPMorgan BetaBuilders Japan ETF (BBJP) have volatilities of 5.19% and 5.29%, 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.