Correlation
The correlation between JIVE and SCHY is 0.49, 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.
JIVE vs. SCHY
Compare and contrast key facts about Jpmorgan International Value ETF (JIVE) and Schwab International Dividend Equity ETF (SCHY).
JIVE and SCHY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JIVE is an actively managed fund by JPMorgan. It was launched on Sep 13, 2023. SCHY is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones International Dividend 100 Index. It was launched on Apr 29, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JIVE or SCHY.
Performance
JIVE vs. SCHY - Performance Comparison
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Key characteristics
JIVE:
1.21
SCHY:
1.24
JIVE:
1.61
SCHY:
1.67
JIVE:
1.22
SCHY:
1.23
JIVE:
1.42
SCHY:
1.31
JIVE:
5.23
SCHY:
2.94
JIVE:
3.75%
SCHY:
5.41%
JIVE:
17.23%
SCHY:
13.63%
JIVE:
-13.79%
SCHY:
-24.04%
JIVE:
-0.45%
SCHY:
-0.48%
Returns By Period
In the year-to-date period, JIVE achieves a 20.60% return, which is significantly higher than SCHY's 17.82% return.
JIVE
20.60%
5.86%
17.98%
19.96%
N/A
N/A
N/A
SCHY
17.82%
3.12%
13.09%
15.46%
7.71%
N/A
N/A
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JIVE vs. SCHY - Expense Ratio Comparison
JIVE has a 0.55% expense ratio, which is higher than SCHY's 0.14% expense ratio.
Risk-Adjusted Performance
JIVE vs. SCHY — Risk-Adjusted Performance Rank
JIVE
SCHY
JIVE vs. SCHY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jpmorgan International Value ETF (JIVE) and Schwab International Dividend Equity ETF (SCHY). 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
JIVE vs. SCHY - Dividend Comparison
JIVE's dividend yield for the trailing twelve months is around 2.06%, less than SCHY's 3.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
JIVE Jpmorgan International Value ETF | 2.06% | 2.48% | 0.74% | 0.00% | 0.00% |
SCHY Schwab International Dividend Equity ETF | 3.88% | 4.64% | 3.97% | 3.67% | 1.73% |
Drawdowns
JIVE vs. SCHY - Drawdown Comparison
The maximum JIVE drawdown since its inception was -13.79%, smaller than the maximum SCHY drawdown of -24.04%. Use the drawdown chart below to compare losses from any high point for JIVE and SCHY.
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Volatility
JIVE vs. SCHY - Volatility Comparison
The current volatility for Jpmorgan International Value ETF (JIVE) is 2.57%, while Schwab International Dividend Equity ETF (SCHY) has a volatility of 3.03%. This indicates that JIVE experiences smaller price fluctuations and is considered to be less risky than SCHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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