PPTY vs. JPRE
Compare and contrast key facts about US Diversified Real Estate ETF (PPTY) and JPMorgan Realty Income ETF (JPRE).
PPTY and JPRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PPTY is a passively managed fund by Vident that tracks the performance of the USREX - U.S. Diversified Real Estate Index. It was launched on Mar 24, 2018. JPRE is an actively managed fund by JPMorgan. It was launched on Dec 31, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PPTY or JPRE.
Correlation
The correlation between PPTY and JPRE is 0.94, 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
PPTY vs. JPRE - Performance Comparison
Key characteristics
PPTY:
0.77
JPRE:
0.54
PPTY:
1.11
JPRE:
0.83
PPTY:
1.14
JPRE:
1.10
PPTY:
0.52
JPRE:
0.57
PPTY:
4.08
JPRE:
2.16
PPTY:
2.87%
JPRE:
3.77%
PPTY:
15.24%
JPRE:
15.19%
PPTY:
-41.69%
JPRE:
-23.84%
PPTY:
-8.33%
JPRE:
-8.29%
Returns By Period
In the year-to-date period, PPTY achieves a 0.44% return, which is significantly higher than JPRE's 0.20% return.
PPTY
0.44%
-4.58%
9.43%
11.65%
3.76%
N/A
JPRE
0.20%
-5.61%
7.74%
8.25%
N/A
N/A
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PPTY vs. JPRE - Expense Ratio Comparison
PPTY has a 0.49% expense ratio, which is lower than JPRE's 0.50% expense ratio.
Risk-Adjusted Performance
PPTY vs. JPRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Diversified Real Estate ETF (PPTY) and JPMorgan Realty Income ETF (JPRE). 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
PPTY vs. JPRE - Dividend Comparison
PPTY's dividend yield for the trailing twelve months is around 3.27%, more than JPRE's 1.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
PPTY US Diversified Real Estate ETF | 3.27% | 3.28% | 4.08% | 4.29% | 2.88% | 3.44% | 3.30% | 2.16% |
JPRE JPMorgan Realty Income ETF | 1.47% | 1.48% | 3.26% | 10.60% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PPTY vs. JPRE - Drawdown Comparison
The maximum PPTY drawdown since its inception was -41.69%, which is greater than JPRE's maximum drawdown of -23.84%. Use the drawdown chart below to compare losses from any high point for PPTY and JPRE. For additional features, visit the drawdowns tool.
Volatility
PPTY vs. JPRE - Volatility Comparison
US Diversified Real Estate ETF (PPTY) and JPMorgan Realty Income ETF (JPRE) have volatilities of 5.35% and 5.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.