JPAN vs. DGRO

In the year-to-date period, JPAN achieves a 10.64% return, which is significantly higher than DGRO's 1.76% return.

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JPAN has a 0.79% expense ratio, which is higher than DGRO's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Matthews Japan Active ETF (JPAN) and iShares Core Dividend Growth ETF (DGRO). 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.

The current JPAN Sharpe Ratio is 0.81, which is comparable to the DGRO Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of JPAN and DGRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JPAN's dividend yield for the trailing twelve months is around 1.38%, less than DGRO's 2.23% yield.

The maximum JPAN drawdown since its inception was -15.25%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for JPAN and DGRO.

Matthews Japan Active ETF (JPAN) and iShares Core Dividend Growth ETF (DGRO) have volatilities of 4.35% and 4.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.