Correlation
The correlation between XCNS.TO and JPIE is 0.42, 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.
XCNS.TO vs. JPIE
Compare and contrast key facts about iShares Core Conservative Balanced ETF Portfolio (XCNS.TO) and JPMorgan Income ETF (JPIE).
XCNS.TO and JPIE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XCNS.TO is an actively managed fund by iShares. It was launched on Aug 7, 2019. JPIE is an actively managed fund by JPMorgan. It was launched on Oct 28, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XCNS.TO or JPIE.
Performance
XCNS.TO vs. JPIE - Performance Comparison
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Key characteristics
XCNS.TO:
1.27
JPIE:
3.17
XCNS.TO:
1.72
JPIE:
4.17
XCNS.TO:
1.25
JPIE:
1.75
XCNS.TO:
1.38
JPIE:
4.24
XCNS.TO:
5.97
JPIE:
19.49
XCNS.TO:
1.48%
JPIE:
0.37%
XCNS.TO:
7.18%
JPIE:
2.41%
XCNS.TO:
-16.96%
JPIE:
-9.96%
XCNS.TO:
-1.46%
JPIE:
0.00%
Returns By Period
In the year-to-date period, XCNS.TO achieves a 1.25% return, which is significantly lower than JPIE's 2.49% return.
XCNS.TO
1.25%
1.85%
2.16%
9.03%
7.58%
5.35%
N/A
JPIE
2.49%
0.61%
3.23%
7.49%
5.12%
N/A
N/A
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XCNS.TO vs. JPIE - Expense Ratio Comparison
XCNS.TO has a 0.20% expense ratio, which is lower than JPIE's 0.41% expense ratio.
Risk-Adjusted Performance
XCNS.TO vs. JPIE — Risk-Adjusted Performance Rank
XCNS.TO
JPIE
XCNS.TO vs. JPIE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Conservative Balanced ETF Portfolio (XCNS.TO) and JPMorgan Income ETF (JPIE). 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.
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Dividends
XCNS.TO vs. JPIE - Dividend Comparison
XCNS.TO's dividend yield for the trailing twelve months is around 2.58%, less than JPIE's 5.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
XCNS.TO iShares Core Conservative Balanced ETF Portfolio | 2.58% | 2.58% | 2.49% | 2.26% | 1.81% | 2.15% | 0.92% |
JPIE JPMorgan Income ETF | 5.94% | 6.11% | 5.70% | 4.49% | 0.63% | 0.00% | 0.00% |
Drawdowns
XCNS.TO vs. JPIE - Drawdown Comparison
The maximum XCNS.TO drawdown since its inception was -16.96%, which is greater than JPIE's maximum drawdown of -9.96%. Use the drawdown chart below to compare losses from any high point for XCNS.TO and JPIE.
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Volatility
XCNS.TO vs. JPIE - Volatility Comparison
iShares Core Conservative Balanced ETF Portfolio (XCNS.TO) has a higher volatility of 1.69% compared to JPMorgan Income ETF (JPIE) at 0.54%. This indicates that XCNS.TO's price experiences larger fluctuations and is considered to be riskier than JPIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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