JPRE vs. MGK

In the year-to-date period, JPRE achieves a 1.72% return, which is significantly higher than MGK's 1.37% return.

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JPRE has a 0.50% expense ratio, which is higher than MGK's 0.07% expense ratio.

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.

The current JPRE Sharpe Ratio is 0.74, which is comparable to the MGK Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of JPRE and MGK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JPRE's dividend yield for the trailing twelve months is around 2.28%, more than MGK's 0.44% yield.

The maximum JPRE drawdown since its inception was -23.84%, smaller than the maximum MGK drawdown of -48.36%. Use the drawdown chart below to compare losses from any high point for JPRE and MGK.

The current volatility for JPMorgan Realty Income ETF (JPRE) is 4.55%, while Vanguard Mega Cap Growth ETF (MGK) has a volatility of 5.91%. This indicates that JPRE experiences smaller price fluctuations and is considered to be less risky than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.