JPEF vs. IWY

In the year-to-date period, JPEF achieves a -3.68% return, which is significantly higher than IWY's -7.11% return.

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JPEF has a 0.50% expense ratio, which is higher than IWY's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Focus ETF (JPEF) and iShares Russell Top 200 Growth ETF (IWY). 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 JPEF Sharpe Ratio is 0.55, which is comparable to the IWY Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of JPEF and IWY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JPEF's dividend yield for the trailing twelve months is around 0.74%, more than IWY's 0.45% yield.

The maximum JPEF drawdown since its inception was -18.09%, smaller than the maximum IWY drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for JPEF and IWY. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan Equity Focus ETF (JPEF) is 10.85%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 13.40%. This indicates that JPEF experiences smaller price fluctuations and is considered to be less risky than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.