JIRE vs. VTV
Compare and contrast key facts about JPMorgan International Research Enhanced Equity ETF (JIRE) and Vanguard Value ETF (VTV).
JIRE and VTV 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. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JIRE or VTV.
Correlation
The correlation between JIRE and VTV is 0.20, 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.
Performance
JIRE vs. VTV - Performance Comparison
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Key characteristics
JIRE:
7.10%
VTV:
9.29%
JIRE:
-1.06%
VTV:
-0.67%
JIRE:
-0.54%
VTV:
-0.17%
Returns By Period
JIRE
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VTV
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JIRE vs. VTV - Expense Ratio Comparison
JIRE has a 0.24% expense ratio, which is higher than VTV's 0.04% 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
JIRE vs. VTV — Risk-Adjusted Performance Rank
JIRE
VTV
JIRE vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Research Enhanced Equity ETF (JIRE) and Vanguard Value ETF (VTV). 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. VTV - Dividend Comparison
JIRE's dividend yield for the trailing twelve months is around 2.65%, more than VTV's 2.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIRE JPMorgan International Research Enhanced Equity ETF | 2.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTV Vanguard Value ETF | 2.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JIRE vs. VTV - Drawdown Comparison
The maximum JIRE drawdown since its inception was -1.06%, which is greater than VTV's maximum drawdown of -0.67%. Use the drawdown chart below to compare losses from any high point for JIRE and VTV. For additional features, visit the drawdowns tool.
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Volatility
JIRE vs. VTV - Volatility Comparison
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