JGRE.L vs. GILS.L
Compare and contrast key facts about JPMorgan Global Research Enhanced Index Equity UCITS ETF - USD (acc) (JGRE.L) and Lyxor Core UK Government Bond (DR) UCITS ETF - Dist (GILS.L).
JGRE.L and GILS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JGRE.L is a passively managed fund by JPMorgan that tracks the performance of the MSCI ACWI NR USD. It was launched on Oct 10, 2018. GILS.L is a passively managed fund by Lyxor that tracks the performance of the FTSE Actuaries UK Conventional Gilts All Stocks. It was launched on Nov 10, 2010. Both JGRE.L and GILS.L 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: JGRE.L or GILS.L.
Performance
JGRE.L vs. GILS.L - Performance Comparison
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Key characteristics
JGRE.L:
0.40
GILS.L:
-0.37
JGRE.L:
0.62
GILS.L:
-0.36
JGRE.L:
1.09
GILS.L:
0.95
JGRE.L:
0.31
GILS.L:
-0.06
JGRE.L:
0.98
GILS.L:
-0.40
JGRE.L:
5.95%
GILS.L:
5.30%
JGRE.L:
15.10%
GILS.L:
6.84%
JGRE.L:
-25.31%
GILS.L:
-38.75%
JGRE.L:
-4.38%
GILS.L:
-35.27%
Returns By Period
In the year-to-date period, JGRE.L achieves a 0.17% return, which is significantly lower than GILS.L's 1.47% return.
JGRE.L
- YTD
- 0.17%
- 1M
- 2.86%
- 6M
- -0.92%
- 1Y
- 6.12%
- 3Y*
- 13.07%
- 5Y*
- 13.32%
- 10Y*
- N/A
GILS.L
- YTD
- 1.47%
- 1M
- 0.04%
- 6M
- 2.28%
- 1Y
- -2.51%
- 3Y*
- -5.12%
- 5Y*
- -7.92%
- 10Y*
- -2.30%
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JGRE.L vs. GILS.L - Expense Ratio Comparison
JGRE.L has a 0.25% expense ratio, which is higher than GILS.L's 0.05% 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
JGRE.L vs. GILS.L — Risk-Adjusted Performance Rank
JGRE.L
GILS.L
JGRE.L vs. GILS.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Global Research Enhanced Index Equity UCITS ETF - USD (acc) (JGRE.L) and Lyxor Core UK Government Bond (DR) UCITS ETF - Dist (GILS.L). 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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Correlation
The correlation between JGRE.L and GILS.L is 0.18, 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.
Dividends
JGRE.L vs. GILS.L - Dividend Comparison
Neither JGRE.L nor GILS.L has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
JGRE.L JPMorgan Global Research Enhanced Index Equity UCITS ETF - USD (acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GILS.L Lyxor Core UK Government Bond (DR) UCITS ETF - Dist | 0.00% | 0.00% | 0.00% | 0.02% | 0.02% | 0.02% | 0.03% | 0.03% | 0.03% | 0.03% |
Drawdowns
JGRE.L vs. GILS.L - Drawdown Comparison
The maximum JGRE.L drawdown since its inception was -25.31%, smaller than the maximum GILS.L drawdown of -38.75%. Use the drawdown chart below to compare losses from any high point for JGRE.L and GILS.L.
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Volatility
JGRE.L vs. GILS.L - Volatility Comparison
JPMorgan Global Research Enhanced Index Equity UCITS ETF - USD (acc) (JGRE.L) has a higher volatility of 2.39% compared to Lyxor Core UK Government Bond (DR) UCITS ETF - Dist (GILS.L) at 1.83%. This indicates that JGRE.L's price experiences larger fluctuations and is considered to be riskier than GILS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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