Correlation
The correlation between JPRE and JCPB is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
JPRE vs. JCPB
Compare and contrast key facts about JPMorgan Realty Income ETF (JPRE) and JPMorgan Core Plus Bond ETF (JCPB).
JPRE and JCPB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPRE is an actively managed fund by JPMorgan. It was launched on Dec 31, 1997. JCPB is an actively managed fund by JPMorgan Chase. It was launched on Jan 28, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPRE or JCPB.
Performance
JPRE vs. JCPB - Performance Comparison
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Key characteristics
JPRE:
0.74
JCPB:
1.17
JPRE:
1.39
JCPB:
1.93
JPRE:
1.18
JCPB:
1.23
JPRE:
1.03
JCPB:
0.83
JPRE:
3.12
JCPB:
3.55
JPRE:
5.36%
JCPB:
1.94%
JPRE:
17.26%
JCPB:
5.17%
JPRE:
-23.84%
JCPB:
-16.67%
JPRE:
-6.22%
JCPB:
-2.34%
Returns By Period
In the year-to-date period, JPRE achieves a 1.72% return, which is significantly lower than JCPB's 2.37% return.
JPRE
1.72%
-0.89%
-4.27%
12.67%
2.55%
N/A
N/A
JCPB
2.37%
-0.04%
0.68%
6.00%
2.67%
0.41%
N/A
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JPRE vs. JCPB - Expense Ratio Comparison
JPRE has a 0.50% expense ratio, which is higher than JCPB's 0.40% expense ratio.
Risk-Adjusted Performance
JPRE vs. JCPB — Risk-Adjusted Performance Rank
JPRE
JCPB
JPRE vs. JCPB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Realty Income ETF (JPRE) and JPMorgan Core Plus Bond ETF (JCPB). 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.
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Dividends
JPRE vs. JCPB - Dividend Comparison
JPRE's dividend yield for the trailing twelve months is around 2.28%, less than JCPB's 5.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
JPRE JPMorgan Realty Income ETF | 2.28% | 2.21% | 3.26% | 10.60% | 0.00% | 0.00% | 0.00% |
JCPB JPMorgan Core Plus Bond ETF | 5.55% | 5.16% | 4.32% | 3.01% | 2.19% | 2.97% | 2.61% |
Drawdowns
JPRE vs. JCPB - Drawdown Comparison
The maximum JPRE drawdown since its inception was -23.84%, which is greater than JCPB's maximum drawdown of -16.67%. Use the drawdown chart below to compare losses from any high point for JPRE and JCPB.
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Volatility
JPRE vs. JCPB - Volatility Comparison
JPMorgan Realty Income ETF (JPRE) has a higher volatility of 4.55% compared to JPMorgan Core Plus Bond ETF (JCPB) at 1.45%. This indicates that JPRE's price experiences larger fluctuations and is considered to be riskier than JCPB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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