JPRE vs. FEQIX
Compare and contrast key facts about JPMorgan Realty Income ETF (JPRE) and Fidelity Equity-Income Fund (FEQIX).
JPRE is an actively managed fund by JPMorgan. It was launched on Dec 31, 1997. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPRE or FEQIX.
Key characteristics
| JPRE | FEQIX | |
|---|---|---|
| YTD Return | 15.13% | 16.22% |
| 1Y Return | 27.93% | 22.90% |
| Sharpe Ratio | 1.55 | 2.21 |
| Daily Std Dev | 17.55% | 10.23% |
| Max Drawdown | -23.84% | -62.07% |
| Current Drawdown | -1.19% | -0.60% |
Correlation
The correlation between JPRE and FEQIX is 0.70, 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
JPRE vs. FEQIX - Performance Comparison
In the year-to-date period, JPRE achieves a 15.13% return, which is significantly lower than FEQIX's 16.22% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JPRE vs. FEQIX - Expense Ratio Comparison
JPRE has a 0.50% expense ratio, which is lower than FEQIX's 0.57% expense ratio.
Risk-Adjusted Performance
JPRE vs. FEQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Realty Income ETF (JPRE) and Fidelity Equity-Income Fund (FEQIX). 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
JPRE vs. FEQIX - Dividend Comparison
JPRE's dividend yield for the trailing twelve months is around 1.58%, less than FEQIX's 4.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPRE JPMorgan Realty Income ETF | 1.58% | 3.26% | 10.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FEQIX Fidelity Equity-Income Fund | 4.03% | 4.26% | 4.56% | 9.90% | 3.38% | 7.16% | 9.76% | 6.80% | 4.28% | 7.35% | 8.14% | 2.18% |
Drawdowns
JPRE vs. FEQIX - Drawdown Comparison
The maximum JPRE drawdown since its inception was -23.84%, smaller than the maximum FEQIX drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for JPRE and FEQIX. For additional features, visit the drawdowns tool.
Volatility
JPRE vs. FEQIX - Volatility Comparison
JPMorgan Realty Income ETF (JPRE) and Fidelity Equity-Income Fund (FEQIX) have volatilities of 2.89% and 2.94%, 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.