UIVM vs. JIRE
Compare and contrast key facts about VictoryShares USAA MSCI International Value Momentum ETF (UIVM) and JPMorgan International Research Enhanced Equity ETF (JIRE).
UIVM and JIRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UIVM is a passively managed fund by Crestview that tracks the performance of the MSCI World exUSA Select Value Momentum Blend Index. It was launched on Oct 24, 2017. JIRE is an actively managed fund by JPMorgan. It was launched on Oct 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UIVM or JIRE.
Correlation
The correlation between UIVM and JIRE is 0.92, 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
UIVM vs. JIRE - Performance Comparison
Key characteristics
UIVM:
0.98
JIRE:
0.48
UIVM:
1.43
JIRE:
0.80
UIVM:
1.19
JIRE:
1.10
UIVM:
1.37
JIRE:
0.62
UIVM:
3.79
JIRE:
1.75
UIVM:
4.24%
JIRE:
4.84%
UIVM:
16.43%
JIRE:
17.49%
UIVM:
-42.73%
JIRE:
-16.11%
UIVM:
-1.78%
JIRE:
-3.96%
Returns By Period
In the year-to-date period, UIVM achieves a 11.69% return, which is significantly higher than JIRE's 8.07% return.
UIVM
11.69%
-1.78%
5.37%
15.59%
11.69%
N/A
JIRE
8.07%
-3.96%
0.46%
8.76%
N/A
N/A
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UIVM vs. JIRE - Expense Ratio Comparison
UIVM has a 0.35% expense ratio, which is higher than JIRE's 0.24% expense ratio.
Risk-Adjusted Performance
UIVM vs. JIRE — Risk-Adjusted Performance Rank
UIVM
JIRE
UIVM vs. JIRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares USAA MSCI International Value Momentum ETF (UIVM) and JPMorgan International Research Enhanced Equity ETF (JIRE). 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
UIVM vs. JIRE - Dividend Comparison
UIVM's dividend yield for the trailing twelve months is around 4.35%, more than JIRE's 2.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
UIVM VictoryShares USAA MSCI International Value Momentum ETF | 4.35% | 5.09% | 4.35% | 3.03% | 3.48% | 1.63% | 3.49% | 2.78% | 0.15% |
JIRE JPMorgan International Research Enhanced Equity ETF | 2.80% | 3.03% | 2.74% | 2.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UIVM vs. JIRE - Drawdown Comparison
The maximum UIVM drawdown since its inception was -42.73%, which is greater than JIRE's maximum drawdown of -16.11%. Use the drawdown chart below to compare losses from any high point for UIVM and JIRE. For additional features, visit the drawdowns tool.
Volatility
UIVM vs. JIRE - Volatility Comparison
The current volatility for VictoryShares USAA MSCI International Value Momentum ETF (UIVM) is 10.18%, while JPMorgan International Research Enhanced Equity ETF (JIRE) has a volatility of 11.10%. This indicates that UIVM experiences smaller price fluctuations and is considered to be less risky than JIRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.