JIRE vs. IPOS
Compare and contrast key facts about JPMorgan International Research Enhanced Equity ETF (JIRE) and Renaissance International IPO ETF (IPOS).
JIRE and IPOS 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. IPOS is a passively managed fund by Renaissance Capital that tracks the performance of the Renaissance International IPO Index. It was launched on Oct 6, 2014.
Performance
JIRE vs. IPOS - Performance Comparison
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JIRE vs. IPOS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JIRE JPMorgan International Research Enhanced Equity ETF | 2.90% | 31.83% | 3.15% | 20.00% | 5.73% |
IPOS Renaissance International IPO ETF | 11.50% | 39.93% | -12.34% | -16.49% | -3.25% |
Returns By Period
In the year-to-date period, JIRE achieves a 2.90% return, which is significantly lower than IPOS's 11.50% return.
JIRE
- 1D
- 1.73%
- 1M
- -4.68%
- YTD
- 2.90%
- 6M
- 6.88%
- 1Y
- 24.44%
- 3Y*
- 15.14%
- 5Y*
- —
- 10Y*
- —
IPOS
- 1D
- 3.33%
- 1M
- -9.87%
- YTD
- 11.50%
- 6M
- 8.27%
- 1Y
- 48.78%
- 3Y*
- 5.45%
- 5Y*
- -11.43%
- 10Y*
- 0.53%
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JIRE vs. IPOS - Expense Ratio Comparison
JIRE has a 0.24% expense ratio, which is lower than IPOS's 0.80% expense ratio.
Return for Risk
JIRE vs. IPOS — Risk / Return Rank
JIRE
IPOS
JIRE vs. IPOS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Research Enhanced Equity ETF (JIRE) and Renaissance International IPO ETF (IPOS). 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.
| JIRE | IPOS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.68 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.93 | 2.11 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.33 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 2.84 | -0.76 |
Martin ratioReturn relative to average drawdown | 7.96 | 8.62 | -0.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JIRE | IPOS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.68 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.43 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.02 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 0.01 | +1.01 |
Correlation
The correlation between JIRE and IPOS is 0.63, 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.
Dividends
JIRE vs. IPOS - Dividend Comparison
JIRE's dividend yield for the trailing twelve months is around 2.91%, more than IPOS's 0.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIRE JPMorgan International Research Enhanced Equity ETF | 2.91% | 2.99% | 3.03% | 2.74% | 2.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IPOS Renaissance International IPO ETF | 0.85% | 1.04% | 0.93% | 0.33% | 0.00% | 0.00% | 0.25% | 0.89% | 1.12% | 0.87% | 1.73% | 1.08% |
Drawdowns
JIRE vs. IPOS - Drawdown Comparison
The maximum JIRE drawdown since its inception was -16.11%, smaller than the maximum IPOS drawdown of -73.09%. Use the drawdown chart below to compare losses from any high point for JIRE and IPOS.
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Drawdown Indicators
| JIRE | IPOS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.11% | -73.09% | +56.98% |
Max Drawdown (1Y)Largest decline over 1 year | -11.77% | -17.17% | +5.40% |
Max Drawdown (5Y)Largest decline over 5 years | — | -70.33% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -73.09% | — |
Current DrawdownCurrent decline from peak | -6.89% | -52.62% | +45.73% |
Average DrawdownAverage peak-to-trough decline | -3.01% | -31.78% | +28.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 5.66% | -2.57% |
Volatility
JIRE vs. IPOS - Volatility Comparison
The current volatility for JPMorgan International Research Enhanced Equity ETF (JIRE) is 7.59%, while Renaissance International IPO ETF (IPOS) has a volatility of 15.75%. This indicates that JIRE experiences smaller price fluctuations and is considered to be less risky than IPOS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIRE | IPOS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.59% | 15.75% | -8.16% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 24.15% | -12.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 29.25% | -11.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.16% | 26.52% | -10.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 23.70% | -7.54% |