JURE.L vs. IWY
Compare and contrast key facts about JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) (JURE.L) and iShares Russell Top 200 Growth ETF (IWY).
JURE.L and IWY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JURE.L is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 TR USD. It was launched on Oct 10, 2018. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009. Both JURE.L and IWY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JURE.L or IWY.
Key characteristics
| JURE.L | IWY | |
|---|---|---|
| YTD Return | 15.66% | 23.00% |
| 1Y Return | 20.36% | 32.92% |
| 3Y Return (Ann) | 12.24% | 11.09% |
| 5Y Return (Ann) | 14.87% | 20.47% |
| Sharpe Ratio | 1.84 | 1.92 |
| Daily Std Dev | 11.53% | 17.60% |
| Max Drawdown | -26.13% | -32.68% |
| Current Drawdown | -1.83% | -4.83% |
Correlation
The correlation between JURE.L and IWY is 0.58, 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
JURE.L vs. IWY - Performance Comparison
In the year-to-date period, JURE.L achieves a 15.66% return, which is significantly lower than IWY's 23.00% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JURE.L vs. IWY - Expense Ratio Comparison
Both JURE.L and IWY have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
JURE.L vs. IWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) (JURE.L) and iShares Russell Top 200 Growth ETF (IWY). 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
JURE.L vs. IWY - Dividend Comparison
JURE.L has not paid dividends to shareholders, while IWY's dividend yield for the trailing twelve months is around 0.52%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JURE.L JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWY iShares Russell Top 200 Growth ETF | 0.52% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% | 1.56% |
Drawdowns
JURE.L vs. IWY - Drawdown Comparison
The maximum JURE.L drawdown since its inception was -26.13%, smaller than the maximum IWY drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for JURE.L and IWY. For additional features, visit the drawdowns tool.
Volatility
JURE.L vs. IWY - Volatility Comparison
The current volatility for JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) (JURE.L) is 4.24%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 5.88%. This indicates that JURE.L experiences smaller price fluctuations and is considered to be less risky than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.