JIG vs. IEFA
Compare and contrast key facts about JPMorgan International Growth ETF (JIG) and iShares Core MSCI EAFE ETF (IEFA).
JIG and IEFA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JIG is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020. IEFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Investable Market Index. It was launched on Oct 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JIG or IEFA.
Correlation
The correlation between JIG and IEFA is 0.88, 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
JIG vs. IEFA - Performance Comparison
Key characteristics
JIG:
0.86
IEFA:
0.44
JIG:
1.28
IEFA:
0.69
JIG:
1.16
IEFA:
1.08
JIG:
0.42
IEFA:
0.60
JIG:
3.73
IEFA:
1.69
JIG:
3.25%
IEFA:
3.39%
JIG:
14.08%
IEFA:
12.98%
JIG:
-43.75%
IEFA:
-34.79%
JIG:
-19.68%
IEFA:
-9.49%
Returns By Period
In the year-to-date period, JIG achieves a 10.07% return, which is significantly higher than IEFA's 3.10% return.
JIG
10.07%
0.63%
-0.14%
11.16%
N/A
N/A
IEFA
3.10%
-1.38%
-2.10%
4.78%
4.59%
5.30%
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JIG vs. IEFA - Expense Ratio Comparison
JIG has a 0.55% expense ratio, which is higher than IEFA's 0.07% expense ratio.
Risk-Adjusted Performance
JIG vs. IEFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Growth ETF (JIG) and iShares Core MSCI EAFE ETF (IEFA). 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
JIG vs. IEFA - Dividend Comparison
JIG has not paid dividends to shareholders, while IEFA's dividend yield for the trailing twelve months is around 4.86%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIG JPMorgan International Growth ETF | 0.00% | 1.69% | 0.91% | 1.35% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IEFA iShares Core MSCI EAFE ETF | 4.86% | 3.20% | 2.70% | 3.32% | 1.90% | 3.18% | 3.46% | 2.57% | 2.96% | 2.63% | 3.10% | 2.16% |
Drawdowns
JIG vs. IEFA - Drawdown Comparison
The maximum JIG drawdown since its inception was -43.75%, which is greater than IEFA's maximum drawdown of -34.79%. Use the drawdown chart below to compare losses from any high point for JIG and IEFA. For additional features, visit the drawdowns tool.
Volatility
JIG vs. IEFA - Volatility Comparison
JPMorgan International Growth ETF (JIG) has a higher volatility of 3.72% compared to iShares Core MSCI EAFE ETF (IEFA) at 3.52%. This indicates that JIG's price experiences larger fluctuations and is considered to be riskier than IEFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.