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JIRE vs NBCR
JPMorgan International Research Enhanced Equity ETF vs Neuberger Core Equity ETF
Key differences
Both JIRE and NBCR are equity ETFs. JIRE charges 0.24% a year and NBCR 0.29%. The main difference: JIRE follows a active selection strategy; NBCR uses index tracking.
- JIRE follows a active selection strategy; NBCR uses index tracking.
- JIRE covers global markets; NBCR covers North America.
- JIRE is much larger than NBCR. Larger funds are usually more liquid and less likely to close.
- JIRE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JIRE | NBCR | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.29% |
| Fund size (AUM) | $10.9B | $886M |
| Since | 1992 | 2024 |
| Dividend yield | 2.76% | 0.42% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.5% | +20.5% |
| CAGR 3Y | +16.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.84 | N/A |
| Volatility 1Y | 15.74% | 11.75% |
| Max drawdown | -16.11% | -18.23% |
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