JPRE vs. RWX
Compare and contrast key facts about JPMorgan Realty Income ETF (JPRE) and SPDR DJ Wilshire International Real Estate ETF (RWX).
JPRE and RWX 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. RWX is a passively managed fund by State Street that tracks the performance of the Dow Jones Global ex-U.S. Real Estate Securities Index. It was launched on Dec 15, 2006.
Performance
JPRE vs. RWX - Performance Comparison
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JPRE vs. RWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JPRE JPMorgan Realty Income ETF | 3.60% | 1.36% | 7.43% | 13.41% | -9.96% |
RWX SPDR DJ Wilshire International Real Estate ETF | -2.64% | 26.24% | -12.15% | 6.25% | -12.24% |
Returns By Period
In the year-to-date period, JPRE achieves a 3.60% return, which is significantly higher than RWX's -2.64% return.
JPRE
- 1D
- 0.35%
- 1M
- -5.72%
- YTD
- 3.60%
- 6M
- 1.88%
- 1Y
- 2.42%
- 3Y*
- 7.30%
- 5Y*
- —
- 10Y*
- —
RWX
- 1D
- 1.69%
- 1M
- -8.37%
- YTD
- -2.64%
- 6M
- -1.06%
- 1Y
- 14.34%
- 3Y*
- 5.01%
- 5Y*
- -0.87%
- 10Y*
- 0.75%
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JPRE vs. RWX - Expense Ratio Comparison
JPRE has a 0.50% expense ratio, which is lower than RWX's 0.59% expense ratio.
Return for Risk
JPRE vs. RWX — Risk / Return Rank
JPRE
RWX
JPRE vs. RWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Realty Income ETF (JPRE) and SPDR DJ Wilshire International Real Estate ETF (RWX). 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.
| JPRE | RWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.02 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.32 | 1.47 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.19 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.09 | -0.87 |
Martin ratioReturn relative to average drawdown | 0.80 | 4.61 | -3.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JPRE | RWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.02 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.06 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.05 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.03 | +0.17 |
Correlation
The correlation between JPRE and RWX is 0.65, 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.
Dividends
JPRE vs. RWX - Dividend Comparison
JPRE's dividend yield for the trailing twelve months is around 2.41%, less than RWX's 3.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPRE JPMorgan Realty Income ETF | 2.41% | 2.62% | 2.21% | 3.26% | 10.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RWX SPDR DJ Wilshire International Real Estate ETF | 3.75% | 3.65% | 4.32% | 3.90% | 4.05% | 4.62% | 2.92% | 8.94% | 5.28% | 2.77% | 8.74% | 2.94% |
Drawdowns
JPRE vs. RWX - Drawdown Comparison
The maximum JPRE drawdown since its inception was -23.84%, smaller than the maximum RWX drawdown of -73.62%. Use the drawdown chart below to compare losses from any high point for JPRE and RWX.
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Drawdown Indicators
| JPRE | RWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.84% | -73.62% | +49.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -13.58% | +1.82% |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.91% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.37% | — |
Current DrawdownCurrent decline from peak | -5.85% | -14.14% | +8.29% |
Average DrawdownAverage peak-to-trough decline | -8.46% | -20.37% | +11.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 3.20% | -0.01% |
Volatility
JPRE vs. RWX - Volatility Comparison
The current volatility for JPMorgan Realty Income ETF (JPRE) is 4.31%, while SPDR DJ Wilshire International Real Estate ETF (RWX) has a volatility of 5.93%. This indicates that JPRE experiences smaller price fluctuations and is considered to be less risky than RWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPRE | RWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 5.93% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 9.58% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.89% | 14.14% | +1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.45% | 15.69% | +2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.45% | 16.42% | +2.03% |