JCPI vs. FREL
Compare and contrast key facts about JPMorgan Inflation Managed Bond ETF (JCPI) and Fidelity MSCI Real Estate Index ETF (FREL).
JCPI and FREL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JCPI is an actively managed fund by JPMorgan. It was launched on Mar 31, 2010. FREL is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Real Estate Index. It was launched on Feb 2, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JCPI or FREL.
Correlation
The correlation between JCPI and FREL is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JCPI vs. FREL - Performance Comparison
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Key characteristics
JCPI:
1.60
FREL:
0.61
JCPI:
2.23
FREL:
0.89
JCPI:
1.28
FREL:
1.12
JCPI:
2.34
FREL:
0.41
JCPI:
6.16
FREL:
1.79
JCPI:
1.05%
FREL:
5.71%
JCPI:
4.25%
FREL:
18.04%
JCPI:
-7.86%
FREL:
-42.61%
JCPI:
-1.11%
FREL:
-12.61%
Returns By Period
In the year-to-date period, JCPI achieves a 3.23% return, which is significantly higher than FREL's 1.79% return.
JCPI
3.23%
0.26%
3.30%
6.75%
2.80%
N/A
N/A
FREL
1.79%
3.45%
-3.59%
10.93%
2.06%
8.21%
5.39%
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JCPI vs. FREL - Expense Ratio Comparison
JCPI has a 0.25% expense ratio, which is higher than FREL's 0.08% expense ratio. However, 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
JCPI vs. FREL — Risk-Adjusted Performance Rank
JCPI
FREL
JCPI vs. FREL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Inflation Managed Bond ETF (JCPI) and Fidelity MSCI Real Estate Index ETF (FREL). 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
JCPI vs. FREL - Dividend Comparison
JCPI's dividend yield for the trailing twelve months is around 3.98%, more than FREL's 3.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JCPI JPMorgan Inflation Managed Bond ETF | 3.98% | 3.98% | 3.45% | 3.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FREL Fidelity MSCI Real Estate Index ETF | 3.48% | 3.48% | 3.73% | 3.57% | 2.34% | 3.77% | 3.32% | 5.54% | 3.27% | 4.01% | 3.80% |
Drawdowns
JCPI vs. FREL - Drawdown Comparison
The maximum JCPI drawdown since its inception was -7.86%, smaller than the maximum FREL drawdown of -42.61%. Use the drawdown chart below to compare losses from any high point for JCPI and FREL. For additional features, visit the drawdowns tool.
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Volatility
JCPI vs. FREL - Volatility Comparison
The current volatility for JPMorgan Inflation Managed Bond ETF (JCPI) is 1.40%, while Fidelity MSCI Real Estate Index ETF (FREL) has a volatility of 3.85%. This indicates that JCPI experiences smaller price fluctuations and is considered to be less risky than FREL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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