JRBEX vs. DGRO
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2030 Fund (JRBEX) and iShares Core Dividend Growth ETF (DGRO).
JRBEX is managed by JPMorgan Chase. It was launched on Jul 1, 2012. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JRBEX or DGRO.
Correlation
The correlation between JRBEX and DGRO is 0.88, 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
JRBEX vs. DGRO - Performance Comparison
Key characteristics
JRBEX:
1.59
DGRO:
1.79
JRBEX:
2.24
DGRO:
2.54
JRBEX:
1.29
DGRO:
1.32
JRBEX:
1.80
DGRO:
2.81
JRBEX:
8.41
DGRO:
8.53
JRBEX:
1.47%
DGRO:
2.08%
JRBEX:
7.78%
DGRO:
9.93%
JRBEX:
-25.15%
DGRO:
-35.10%
JRBEX:
-0.71%
DGRO:
-1.23%
Returns By Period
In the year-to-date period, JRBEX achieves a 2.89% return, which is significantly lower than DGRO's 3.95% return. Over the past 10 years, JRBEX has underperformed DGRO with an annualized return of 5.40%, while DGRO has yielded a comparatively higher 11.63% annualized return.
JRBEX
2.89%
0.79%
2.55%
11.35%
5.02%
5.40%
DGRO
3.95%
1.37%
5.07%
16.17%
11.10%
11.63%
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JRBEX vs. DGRO - Expense Ratio Comparison
JRBEX has a 0.32% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
JRBEX vs. DGRO — Risk-Adjusted Performance Rank
JRBEX
DGRO
JRBEX vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2030 Fund (JRBEX) and iShares Core Dividend Growth ETF (DGRO). 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
JRBEX vs. DGRO - Dividend Comparison
JRBEX's dividend yield for the trailing twelve months is around 2.78%, more than DGRO's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRBEX JPMorgan SmartRetirement Blend 2030 Fund | 2.78% | 2.86% | 2.47% | 1.94% | 2.02% | 1.45% | 2.27% | 2.47% | 1.98% | 2.09% | 2.05% | 1.95% |
DGRO iShares Core Dividend Growth ETF | 2.17% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
JRBEX vs. DGRO - Drawdown Comparison
The maximum JRBEX drawdown since its inception was -25.15%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for JRBEX and DGRO. For additional features, visit the drawdowns tool.
Volatility
JRBEX vs. DGRO - Volatility Comparison
The current volatility for JPMorgan SmartRetirement Blend 2030 Fund (JRBEX) is 1.96%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 2.56%. This indicates that JRBEX experiences smaller price fluctuations and is considered to be less risky than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.