JPRE vs. MGK
Compare and contrast key facts about JPMorgan Realty Income ETF (JPRE) and Vanguard Mega Cap Growth ETF (MGK).
JPRE and MGK 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. MGK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Large Cap Growth Index. It was launched on Dec 17, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPRE or MGK.
Correlation
The correlation between JPRE and MGK is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JPRE vs. MGK - Performance Comparison
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Key characteristics
JPRE:
9.38%
MGK:
11.83%
JPRE:
-1.25%
MGK:
-0.93%
JPRE:
-0.58%
MGK:
-0.11%
Returns By Period
JPRE
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MGK
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JPRE vs. MGK - Expense Ratio Comparison
JPRE has a 0.50% expense ratio, which is higher than MGK's 0.07% expense ratio.
Risk-Adjusted Performance
JPRE vs. MGK — Risk-Adjusted Performance Rank
JPRE
MGK
JPRE vs. MGK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Realty Income ETF (JPRE) and Vanguard Mega Cap Growth ETF (MGK). 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. MGK - Dividend Comparison
JPRE's dividend yield for the trailing twelve months is around 2.28%, more than MGK's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPRE JPMorgan Realty Income ETF | 2.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MGK Vanguard Mega Cap Growth ETF | 0.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JPRE vs. MGK - Drawdown Comparison
The maximum JPRE drawdown since its inception was -1.25%, which is greater than MGK's maximum drawdown of -0.93%. Use the drawdown chart below to compare losses from any high point for JPRE and MGK. For additional features, visit the drawdowns tool.
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Volatility
JPRE vs. MGK - Volatility Comparison
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