JGLO vs. MOAT
Compare and contrast key facts about Jpmorgan Global Select Equity ETF (JGLO) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
JGLO and MOAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JGLO is an actively managed fund by JPMorgan. It was launched on Sep 13, 2023. MOAT is a passively managed fund by VanEck that tracks the performance of the Morningstar Wide Moat Focus Index. It was launched on Apr 24, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGLO or MOAT.
Correlation
The correlation between JGLO and MOAT is 0.74, 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
JGLO vs. MOAT - Performance Comparison
Key characteristics
JGLO:
1.50
MOAT:
0.86
JGLO:
2.10
MOAT:
1.22
JGLO:
1.27
MOAT:
1.16
JGLO:
2.25
MOAT:
1.54
JGLO:
8.66
MOAT:
4.06
JGLO:
2.07%
MOAT:
2.51%
JGLO:
11.97%
MOAT:
11.81%
JGLO:
-7.96%
MOAT:
-33.31%
JGLO:
-4.71%
MOAT:
-6.45%
Returns By Period
In the year-to-date period, JGLO achieves a -0.43% return, which is significantly higher than MOAT's -1.73% return.
JGLO
-0.43%
-4.35%
-1.54%
17.14%
N/A
N/A
MOAT
-1.73%
-5.94%
4.71%
10.23%
11.81%
13.60%
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JGLO vs. MOAT - Expense Ratio Comparison
JGLO has a 0.47% expense ratio, which is lower than MOAT's 0.48% expense ratio.
Risk-Adjusted Performance
JGLO vs. MOAT — Risk-Adjusted Performance Rank
JGLO
MOAT
JGLO vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jpmorgan Global Select Equity ETF (JGLO) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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
JGLO vs. MOAT - Dividend Comparison
JGLO's dividend yield for the trailing twelve months is around 2.01%, more than MOAT's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGLO Jpmorgan Global Select Equity ETF | 2.01% | 2.00% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 1.39% | 1.37% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% |
Drawdowns
JGLO vs. MOAT - Drawdown Comparison
The maximum JGLO drawdown since its inception was -7.96%, smaller than the maximum MOAT drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for JGLO and MOAT. For additional features, visit the drawdowns tool.
Volatility
JGLO vs. MOAT - Volatility Comparison
Jpmorgan Global Select Equity ETF (JGLO) and VanEck Vectors Morningstar Wide Moat ETF (MOAT) have volatilities of 3.93% and 3.92%, 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.