JPRE vs. PMAQX
Compare and contrast key facts about JPMorgan Realty Income ETF (JPRE) and Principal MidCap R6 (PMAQX).
JPRE is an actively managed fund by JPMorgan. It was launched on Dec 31, 1997. PMAQX is managed by Principal Funds. It was launched on Nov 22, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPRE or PMAQX.
Correlation
The correlation between JPRE and PMAQX is 0.66, 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. PMAQX - Performance Comparison
Key characteristics
JPRE:
0.70
PMAQX:
1.35
JPRE:
1.03
PMAQX:
1.82
JPRE:
1.13
PMAQX:
1.24
JPRE:
0.77
PMAQX:
1.29
JPRE:
2.60
PMAQX:
5.16
JPRE:
4.18%
PMAQX:
3.82%
JPRE:
15.59%
PMAQX:
14.56%
JPRE:
-23.84%
PMAQX:
-40.56%
JPRE:
-7.76%
PMAQX:
-5.23%
Returns By Period
In the year-to-date period, JPRE achieves a 0.04% return, which is significantly lower than PMAQX's 5.24% return.
JPRE
0.04%
0.04%
-0.16%
9.81%
N/A
N/A
PMAQX
5.24%
5.24%
10.74%
19.97%
8.15%
N/A
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JPRE vs. PMAQX - Expense Ratio Comparison
JPRE has a 0.50% expense ratio, which is lower than PMAQX's 0.60% expense ratio.
Risk-Adjusted Performance
JPRE vs. PMAQX — Risk-Adjusted Performance Rank
JPRE
PMAQX
JPRE vs. PMAQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Realty Income ETF (JPRE) and Principal MidCap R6 (PMAQX). 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. PMAQX - Dividend Comparison
JPRE's dividend yield for the trailing twelve months is around 2.21%, more than PMAQX's 0.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPRE JPMorgan Realty Income ETF | 2.21% | 2.21% | 3.26% | 10.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PMAQX Principal MidCap R6 | 0.19% | 0.20% | 0.11% | 0.00% | 0.00% | 0.00% | 0.58% | 0.20% | 0.13% | 2.56% |
Drawdowns
JPRE vs. PMAQX - Drawdown Comparison
The maximum JPRE drawdown since its inception was -23.84%, smaller than the maximum PMAQX drawdown of -40.56%. Use the drawdown chart below to compare losses from any high point for JPRE and PMAQX. For additional features, visit the drawdowns tool.
Volatility
JPRE vs. PMAQX - Volatility Comparison
JPMorgan Realty Income ETF (JPRE) has a higher volatility of 5.78% compared to Principal MidCap R6 (PMAQX) at 4.34%. This indicates that JPRE's price experiences larger fluctuations and is considered to be riskier than PMAQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.