Correlation
The correlation between JIRE and DSTX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
JIRE vs. DSTX
Compare and contrast key facts about JPMorgan International Research Enhanced Equity ETF (JIRE) and Distillate International Fundamental Stability & Value ETF (DSTX).
JIRE and DSTX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JIRE is an actively managed fund by JPMorgan. It was launched on Oct 28, 1992. DSTX is a passively managed fund by Distillate Capital that tracks the performance of the Distillate Fundamental Stability & Value Index. It was launched on Dec 14, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JIRE or DSTX.
Performance
JIRE vs. DSTX - Performance Comparison
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Key characteristics
JIRE:
0.71
DSTX:
0.80
JIRE:
1.04
DSTX:
1.15
JIRE:
1.14
DSTX:
1.15
JIRE:
0.86
DSTX:
0.95
JIRE:
2.41
DSTX:
2.47
JIRE:
4.84%
DSTX:
5.12%
JIRE:
17.68%
DSTX:
17.54%
JIRE:
-16.11%
DSTX:
-34.02%
JIRE:
-0.82%
DSTX:
-0.60%
Returns By Period
The year-to-date returns for both stocks are quite close, with JIRE having a 18.12% return and DSTX slightly lower at 17.38%.
JIRE
18.12%
3.24%
14.40%
11.76%
N/A
N/A
N/A
DSTX
17.38%
2.86%
14.43%
13.69%
7.67%
N/A
N/A
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JIRE vs. DSTX - Expense Ratio Comparison
JIRE has a 0.24% expense ratio, which is lower than DSTX's 0.55% expense ratio.
Risk-Adjusted Performance
JIRE vs. DSTX — Risk-Adjusted Performance Rank
JIRE
DSTX
JIRE vs. DSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Research Enhanced Equity ETF (JIRE) and Distillate International Fundamental Stability & Value ETF (DSTX). 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
JIRE vs. DSTX - Dividend Comparison
JIRE's dividend yield for the trailing twelve months is around 2.56%, more than DSTX's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
JIRE JPMorgan International Research Enhanced Equity ETF | 2.56% | 3.03% | 2.74% | 2.62% | 0.00% | 0.00% |
DSTX Distillate International Fundamental Stability & Value ETF | 2.21% | 2.41% | 1.81% | 3.12% | 2.24% | 0.07% |
Drawdowns
JIRE vs. DSTX - Drawdown Comparison
The maximum JIRE drawdown since its inception was -16.11%, smaller than the maximum DSTX drawdown of -34.02%. Use the drawdown chart below to compare losses from any high point for JIRE and DSTX.
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Volatility
JIRE vs. DSTX - Volatility Comparison
JPMorgan International Research Enhanced Equity ETF (JIRE) has a higher volatility of 3.37% compared to Distillate International Fundamental Stability & Value ETF (DSTX) at 2.88%. This indicates that JIRE's price experiences larger fluctuations and is considered to be riskier than DSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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