IYH vs. JPRE
IYH (iShares U.S. Healthcare ETF) and JPRE (JPMorgan Realty Income ETF) are both exchange-traded funds - IYH is a Health & Biotech Equities fund tracking the Dow Jones U.S. Health Care Index, while JPRE is a REIT fund actively managed by JPMorgan. IYH is passively managed, while JPRE is actively managed. Over the past 3 years, IYH returned 6.09%/yr vs 10.20%/yr for JPRE. A 0.56 correlation means they provide meaningful diversification when combined. IYH charges 0.43%/yr vs 0.50%/yr for JPRE.
Performance
IYH vs. JPRE - Performance Comparison
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Returns By Period
In the year-to-date period, IYH achieves a -1.10% return, which is significantly lower than JPRE's 13.29% return.
IYH
- 1D
- -0.46%
- 1M
- 5.37%
- YTD
- -1.10%
- 6M
- -1.60%
- 1Y
- 14.30%
- 3Y*
- 6.09%
- 5Y*
- 4.89%
- 10Y*
- 9.63%
JPRE
- 1D
- -0.70%
- 1M
- 3.63%
- YTD
- 13.29%
- 6M
- 12.69%
- 1Y
- 12.70%
- 3Y*
- 10.20%
- 5Y*
- —
- 10Y*
- —
IYH vs. JPRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IYH iShares U.S. Healthcare ETF | -1.10% | 13.16% | 2.99% | 2.14% | 5.49% |
JPRE JPMorgan Realty Income ETF | 13.29% | 1.36% | 7.43% | 13.41% | -9.60% |
Correlation
The correlation between IYH and JPRE is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since May 23, 2022 | 0.57 |
The correlation between IYH and JPRE shifts across timeframes, from 0.42 (1 year) to 0.56 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IYH vs. JPRE — Risk / Return Rank
IYH
JPRE
IYH vs. JPRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Healthcare ETF (IYH) and JPMorgan Realty Income ETF (JPRE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IYH | JPRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.66 | -0.31 |
| Martin ratioReturn relative to average drawdown | 3.21 | 4.55 | -1.33 |
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Drawdowns
IYH vs. JPRE - Drawdown Comparison
The maximum IYH drawdown since its inception was -43.12%, which is greater than JPRE's maximum drawdown of -23.84%. Use the drawdown chart below to compare losses from any high point for IYH and JPRE.
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Drawdown Indicators
| IYH | JPRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.12% | -23.84% | -19.28% |
Max Drawdown (1Y)Largest decline over 1 year | -10.64% | -7.70% | -2.94% |
Max Drawdown (3Y)Largest decline over 3 years | -17.91% | -16.27% | -1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -17.91% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -28.40% | — | — |
Current DrawdownCurrent decline from peak | -4.38% | -0.70% | -3.68% |
Average DrawdownAverage peak-to-trough decline | -8.96% | -8.10% | -0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.46% | 2.80% | +1.66% |
Volatility
IYH vs. JPRE - Volatility Comparison
iShares U.S. Healthcare ETF (IYH) and JPMorgan Realty Income ETF (JPRE) have volatilities of 4.97% and 5.15%, 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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Volatility by Period
| IYH | JPRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 5.15% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 10.61% | 10.07% | +0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.11% | 13.47% | +1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.97% | 18.29% | -3.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.75% | 18.29% | -1.54% |
IYH vs. JPRE - Expense Ratio Comparison
IYH has a 0.43% expense ratio, which is lower than JPRE's 0.50% expense ratio.
Dividends
IYH vs. JPRE - Dividend Comparison
IYH's dividend yield for the trailing twelve months is around 1.51%, less than JPRE's 2.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYH iShares U.S. Healthcare ETF | 1.51% | 1.19% | 1.25% | 1.18% | 1.10% | 0.94% | 1.16% | 1.14% | 1.95% | 1.10% | 1.29% | 2.02% |
JPRE JPMorgan Realty Income ETF | 2.20% | 2.62% | 2.21% | 3.26% | 10.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IYH and JPRE have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JPRE has higher volatility (5.15%) compared to IYH (4.97%). In terms of maximum drawdown, IYH dropped -43.12% vs JPRE's -23.84%.
On 3-year performance, JPRE leads with 10.20% vs 6.09% for IYH. On fees, IYH is cheaper at 0.43% per year. On volatility, IYH has been the lower-risk option at 4.97%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, JPRE has performed better with a 10.20% return vs 6.09%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IYH is cheaper with a 0.43% expense ratio, compared with 0.50% for JPRE.
JPRE has the higher dividend yield at 2.20%, compared with 1.51% for IYH.
IYH is categorized as Health & Biotech Equities, while JPRE is REIT. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.43% for IYH and 0.50% for JPRE.
IYH currently has the higher Sharpe Ratio (0.95 vs 0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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