JREE vs. JPCT - ETF Comparison
JREE - JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)
The JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) is an actively managed ETF that invests in European companies, seeking to generate a higher return than the MSCI Europe while avoiding companies with negative ESG performance. The fund has a total expense ratio of 0.25% and is domiciled in Ireland.
JPCT - JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc)
The JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) is an equity ETF that tracks the Solactive JP Morgan Asset Management Carbon Transition Global Equity index, investing in companies that benefit from the transition to a lower carbon economy. The fund has a global scope, with a focus on developed markets, and follows a long-only strategy. It has a total expense ratio of 0.19% and distributes dividends by accumulating and reinvesting them.
| JREE | JPCT | |
|---|---|---|
| Fund Name | JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) | JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) |
| Fund Provider | JPMorgan Chase | JPMorgan Chase |
| Index | JP Morgan Europe Research Enhanced Index Equity (ESG) | Solactive JP Morgan Asset Management Carbon Transition Global Equity |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.25% | 0.19% |
| Inception Date | 2018-10-10 | 2020-11-04 |
| Number Of Holdings | 141 | 427 |
| Currency | EUR | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | Europe | Global |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.