KOCG vs. JPUS
Compare and contrast key facts about FIS Knights of Columbus Global Belief ETF (KOCG) and JPMorgan Diversified Return US Equity ETF (JPUS).
KOCG and JPUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KOCG is an actively managed fund by Knights of Columbus. It was launched on Jul 14, 2021. JPUS is a passively managed fund by JPMorgan Chase that tracks the performance of the JPMorgan Diversified Factor US Equity Index. It was launched on Sep 29, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KOCG or JPUS.
Correlation
The correlation between KOCG and JPUS is 0.86, 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
KOCG vs. JPUS - Performance Comparison
Key characteristics
KOCG:
0.84
JPUS:
0.46
KOCG:
1.30
JPUS:
0.75
KOCG:
1.18
JPUS:
1.10
KOCG:
0.98
JPUS:
0.44
KOCG:
4.43
JPUS:
1.57
KOCG:
3.38%
JPUS:
4.43%
KOCG:
17.71%
JPUS:
15.30%
KOCG:
-28.70%
JPUS:
-38.69%
KOCG:
-4.51%
JPUS:
-7.89%
Returns By Period
In the year-to-date period, KOCG achieves a 0.13% return, which is significantly higher than JPUS's -0.81% return.
KOCG
0.13%
2.15%
1.23%
13.69%
N/A
N/A
JPUS
-0.81%
-1.21%
-3.58%
6.28%
13.75%
N/A
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KOCG vs. JPUS - Expense Ratio Comparison
KOCG has a 0.75% expense ratio, which is higher than JPUS's 0.18% expense ratio.
Risk-Adjusted Performance
KOCG vs. JPUS — Risk-Adjusted Performance Rank
KOCG
JPUS
KOCG vs. JPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FIS Knights of Columbus Global Belief ETF (KOCG) and JPMorgan Diversified Return US Equity ETF (JPUS). 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
KOCG vs. JPUS - Dividend Comparison
KOCG's dividend yield for the trailing twelve months is around 0.97%, less than JPUS's 2.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KOCG FIS Knights of Columbus Global Belief ETF | 0.97% | 0.97% | 1.51% | 2.00% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JPUS JPMorgan Diversified Return US Equity ETF | 2.29% | 2.12% | 2.26% | 2.35% | 1.67% | 1.94% | 2.09% | 2.16% | 1.25% | 0.78% | 0.48% |
Drawdowns
KOCG vs. JPUS - Drawdown Comparison
The maximum KOCG drawdown since its inception was -28.70%, smaller than the maximum JPUS drawdown of -38.69%. Use the drawdown chart below to compare losses from any high point for KOCG and JPUS. For additional features, visit the drawdowns tool.
Volatility
KOCG vs. JPUS - Volatility Comparison
FIS Knights of Columbus Global Belief ETF (KOCG) has a higher volatility of 12.41% compared to JPMorgan Diversified Return US Equity ETF (JPUS) at 10.99%. This indicates that KOCG's price experiences larger fluctuations and is considered to be riskier than JPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.