JPEF vs. BRK-B
Compare and contrast key facts about JPMorgan Equity Focus ETF (JPEF) and Berkshire Hathaway Inc. (BRK-B).
JPEF is an actively managed fund by JPMorgan. It was launched on Jul 29, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPEF or BRK-B.
Correlation
The correlation between JPEF and BRK-B is 0.45, 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.
Performance
JPEF vs. BRK-B - Performance Comparison
Key characteristics
JPEF:
0.55
BRK-B:
1.34
JPEF:
0.90
BRK-B:
1.89
JPEF:
1.13
BRK-B:
1.28
JPEF:
0.58
BRK-B:
3.04
JPEF:
2.12
BRK-B:
7.70
JPEF:
4.96%
BRK-B:
3.48%
JPEF:
19.03%
BRK-B:
19.71%
JPEF:
-18.09%
BRK-B:
-53.86%
JPEF:
-7.63%
BRK-B:
-4.92%
Returns By Period
In the year-to-date period, JPEF achieves a -3.68% return, which is significantly lower than BRK-B's 13.23% return.
JPEF
-3.68%
12.77%
-4.90%
10.39%
N/A
N/A
BRK-B
13.23%
4.18%
11.54%
26.30%
23.84%
13.42%
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Risk-Adjusted Performance
JPEF vs. BRK-B — Risk-Adjusted Performance Rank
JPEF
BRK-B
JPEF vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Focus ETF (JPEF) and Berkshire Hathaway Inc. (BRK-B). 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.
Dividends
JPEF vs. BRK-B - Dividend Comparison
JPEF's dividend yield for the trailing twelve months is around 0.74%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | |
|---|---|---|---|
JPEF JPMorgan Equity Focus ETF | 0.74% | 0.72% | 0.39% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% |
Drawdowns
JPEF vs. BRK-B - Drawdown Comparison
The maximum JPEF drawdown since its inception was -18.09%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for JPEF and BRK-B. For additional features, visit the drawdowns tool.
Volatility
JPEF vs. BRK-B - Volatility Comparison
JPMorgan Equity Focus ETF (JPEF) has a higher volatility of 10.85% compared to Berkshire Hathaway Inc. (BRK-B) at 9.70%. This indicates that JPEF's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.