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PIEQ vs JIRE
Principal International Equity ETF vs JPMorgan International Research Enhanced Equity ETF
Key differences
Both PIEQ and JIRE are equity ETFs. PIEQ charges 0.48% a year and JIRE 0.24%. The main difference: PIEQ follows a index tracking strategy; JIRE uses active selection.
- PIEQ follows a index tracking strategy; JIRE uses active selection.
- PIEQ covers global markets excluding the US; JIRE covers global markets.
- JIRE costs 0.24% less per year.
- JIRE is much larger than PIEQ. 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
| PIEQ | JIRE | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.24% |
| Fund size (AUM) | $1.4B | $10.9B |
| Since | 2024 | 1992 |
| Dividend yield | 1.19% | 2.76% |
| Asset class | equity | equity |
| Region | global ex us | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.1% | +17.5% |
| CAGR 3Y | N/A | +16.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.84 |
| Volatility 1Y | 16.39% | 15.74% |
| Max drawdown | -15.17% | -16.11% |
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