JPRE vs. FSELX
Compare and contrast key facts about JPMorgan Realty Income ETF (JPRE) and Fidelity Select Semiconductors Portfolio (FSELX).
JPRE is an actively managed fund by JPMorgan. It was launched on Dec 31, 1997. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPRE or FSELX.
Key characteristics
| JPRE | FSELX | |
|---|---|---|
| YTD Return | 15.13% | 29.90% |
| 1Y Return | 27.93% | 47.76% |
| Sharpe Ratio | 1.55 | 1.32 |
| Daily Std Dev | 17.55% | 35.58% |
| Max Drawdown | -23.84% | -81.70% |
| Current Drawdown | -1.19% | -16.78% |
Correlation
The correlation between JPRE and FSELX is 0.41, 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. FSELX - Performance Comparison
In the year-to-date period, JPRE achieves a 15.13% return, which is significantly lower than FSELX's 29.90% 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. FSELX - Expense Ratio Comparison
JPRE has a 0.50% expense ratio, which is lower than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
JPRE vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Realty Income ETF (JPRE) and Fidelity Select Semiconductors Portfolio (FSELX). 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. FSELX - Dividend Comparison
JPRE's dividend yield for the trailing twelve months is around 1.58%, less than FSELX's 5.40% 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% |
FSELX Fidelity Select Semiconductors Portfolio | 5.40% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.65% | 3.82% | 16.31% | 3.48% | 0.61% |
Drawdowns
JPRE vs. FSELX - Drawdown Comparison
The maximum JPRE drawdown since its inception was -23.84%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for JPRE and FSELX. For additional features, visit the drawdowns tool.
Volatility
JPRE vs. FSELX - Volatility Comparison
The current volatility for JPMorgan Realty Income ETF (JPRE) is 2.89%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 13.22%. This indicates that JPRE experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.