JGLO vs HEFA
Comparison between JPMORGAN GLOBAL SELECT EQUITY ETF (JGLO, ETF) and ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA, ETF).
JGLO vs HEFA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JGLO
$7.10B
HEFA
$7.10B
Expense Ratio
JGLO
0.47%
Winner
HEFA
0.35%
Max Drawdown
Winner
JGLO
17.73%
HEFA
32.39%
Sharpe Ratio
JGLO
0.83
Winner
HEFA
1.78
5Y Beta
JGLO
0.85
Winner
HEFA
0.74
P/E Ratio
JGLO
27.82
HEFA
N/A
Forward P/E
JGLO
22.08
HEFA
N/A
PEG Ratio
JGLO
0.63
HEFA
N/A
5Y Dividends CAGR
JGLO
N/A
HEFA
20.05%
5Y EPS CAGR
JGLO
26.47%
HEFA
N/A
P/S Ratio
JGLO
3.53
HEFA
N/A
P/B Ratio
JGLO
6.86
HEFA
N/A
JGLO vs HEFA - Holdings Comparison
JGLO and HEFA have 1 common holdings. Overlap is -35.17%
JGLO's top 25 holdings weight is 61.35%. HEFA's top 25 holdings weight is 173.26%.
| Rank | JGLO | HEFA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.08% | ISHARES MSCI EAFE ETF (EFA) - 99.25% |
| #2 | AMAZON.COM INC (AMZN) - 4.55% | EUR/USD PURCHASED (n/a) - 35.17% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 4.47% | JPY/USD PURCHASED (n/a) - 23.62% |
| #4 | MICROSOFT CORP (MSFT) - 4.44% | GBP/USD PURCHASED (n/a) - 14.47% |
| #5 | APPLE INC (AAPL) - 3.66% | CHF/USD PURCHASED (n/a) - 9.47% |
| #6 | MASTERCARD INC CLASS A (MA) - 3.31% | AUD/USD PURCHASED (n/a) - 6.65% |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.61% | SEK/USD PURCHASED (n/a) - 3.30% |
| #8 | n/a (TSM) - 2.57% | HKD/USD PURCHASED (n/a) - 1.84% |
| #9 | ASML HOLDING NV (n/a) - 2.55% | DKK/USD PURCHASED (n/a) - 1.70% |
| #10 | SAFRAN SA (n/a) - 2.51% | SGD/USD PURCHASED (n/a) - 1.46% |
| #11 | BROADCOM INC (AVGO) - 2.38% | ILS/USD PURCHASED (n/a) - 0.94% |
| #12 | NEXTERA ENERGY INC (NEE) - 2.32% | CASH OFFSET (n/a) - 0.69% |
| #13 | SHELL PLC (n/a) - 1.83% | NOK/USD PURCHASED (n/a) - 0.67% |
| #14 | MORGAN STANLEY (MS) - 1.82% | NZD/USD PURCHASED (n/a) - 0.18% |
| #15 | UNITEDHEALTH GROUP INC (UNH) - 1.68% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.05% |
| #16 | META PLATFORMS INC CLASS A (META) - 1.64% | USD CASH (n/a) - 0.02% |
| #17 | LOWE'S COMPANIES INC (LOW) - 1.61% | NZD/USD SOLD (n/a) - -0.18% |
| #18 | THE WALT DISNEY CO (DIS) - 1.50% | NOK/USD SOLD (n/a) - -0.67% |
| #19 | VOLVO AB CLASS B (n/a) - 1.43% | ILS/USD SOLD (n/a) - -0.94% |
| #20 | BANK OF AMERICA CORP (BAC) - 1.33% | SGD/USD SOLD (n/a) - -1.46% |
| #21 | ABBVIE INC (ABBV) - 1.27% | DKK/USD SOLD (n/a) - -1.70% |
| #22 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.23% | HKD/USD SOLD (n/a) - -1.84% |
| #23 | YUM BRANDS INC (YUM) - 1.20% | SEK/USD SOLD (n/a) - -3.30% |
| #24 | MCDONALD'S CORP (MCD) - 1.20% | AUD/USD SOLD (n/a) - -6.65% |
| #25 | AUTOZONE INC (AZO) - 1.16% | CHF/USD SOLD (n/a) - -9.48% |
| Total Holdings | 84 | 28 |
JGLO vs HEFA - Historical Returns
Returns include dividend reinvestment.
1M
JGLO
-1.33%
Winner
HEFA
+2.31%
3M
JGLO
+7.29%
Winner
HEFA
+11.39%
6M
JGLO
+2.82%
Winner
HEFA
+12.33%
1Y
JGLO
+13.14%
Winner
HEFA
+29.36%
5Y(CAGR)
JGLO
N/A
HEFA
+13.94%
10Y(CAGR)
JGLO
N/A
HEFA
+12.68%
Max(CAGR)
Winner
JGLO
+15.44%
HEFA
+10.75%
JGLO vs HEFA - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | JGLO | HEFA |
|---|---|---|
| 2026 | +2.73% | +10.72% |
| 2025 | +14.13% | +24.11% |
| 2024 | +18.21% | +13.79% |
| 2023 | +8.00% | +18.27% |
| 2022 | N/A | -5.86% |
| 2021 | N/A | +19.07% |
| 2020 | N/A | +0.72% |
| 2019 | N/A | +27.05% |
| 2018 | N/A | -9.58% |
| 2017 | N/A | +15.19% |
| 2016 | N/A | +8.06% |
| 2015 | N/A | +3.94% |
| 2014 | N/A | +6.13% |
JGLO vs HEFA Drawdown Comparison
The maximum drawdown for JGLO was -16.13%, occurring on Apr 8, 2025. Recovery took 125 trading sessions.
The maximum drawdown for HEFA was -32.39%, occurring on Mar 16, 2020. Recovery took 226 trading sessions.
The current JGLO drawdown is -2.43%. The current HEFA drawdown is -1.61%.
| Rank | JGLO | HEFA |
|---|---|---|
| #1 | -16.13% Dec 6, 2024 - Jun 10, 2025 | -32.39% Feb 12, 2020 - Jan 5, 2021 |
| #2 | -9.47% Feb 25, 2026 - Apr 17, 2026 | -23.14% May 27, 2015 - Mar 1, 2017 |
| #3 | -7.96% Jul 10, 2024 - Sep 19, 2024 | -15.43% Jan 23, 2018 - Apr 12, 2019 |
| #4 | -6.87% Sep 14, 2023 - Nov 14, 2023 | -14.77% Jan 4, 2022 - Jan 23, 2023 |
| #5 | -5.17% Oct 28, 2025 - Jan 5, 2026 | -14.28% Feb 18, 2025 - May 12, 2025 |
| #6 | -4.95% Mar 21, 2024 - May 14, 2024 | -9.79% Jul 12, 2024 - Oct 14, 2024 |
| #7 | -3.95% Jun 2, 2026 - Jun 10, 2026 | -9.52% Feb 25, 2026 - May 21, 2026 |
| #8 | -3.32% Oct 18, 2024 - Nov 7, 2024 | -9.48% Sep 4, 2014 - Nov 18, 2014 |
| #9 | -3.13% Jul 25, 2025 - Aug 13, 2025 | -7.49% Dec 5, 2014 - Jan 26, 2015 |
| #10 | -3.11% Oct 6, 2025 - Oct 24, 2025 | -6.87% Jul 3, 2019 - Sep 12, 2019 |
| #11 | -2.88% Nov 7, 2024 - Dec 4, 2024 | -6.78% Jul 31, 2023 - Nov 24, 2023 |
| #12 | -2.28% Jan 27, 2026 - Feb 9, 2026 | -5.83% Mar 3, 2023 - Apr 10, 2023 |
| #13 | -2.08% Dec 28, 2023 - Jan 19, 2024 | -5.59% Nov 16, 2021 - Jan 3, 2022 |
| #14 | -2.05% Jan 16, 2026 - Jan 26, 2026 | -4.97% Apr 29, 2019 - Jul 1, 2019 |
| #15 | -1.98% Jun 12, 2025 - Jun 26, 2025 | -4.84% Jun 19, 2014 - Sep 4, 2014 |
Correlation
Correlation between JGLO and HEFA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2014 - 2025)
JGLO vs HEFA dividend yield comparison.
| Year | JGLO | HEFA |
|---|---|---|
| 2025 | 1.20% | 4.40% |
| 2024 | 2.00% | 3.09% |
| 2023 | 0.32% | 3.02% |
| 2022 | 0.00% | 25.14% |
| 2021 | 0.00% | 3.06% |
| 2020 | 0.00% | 2.10% |
| 2019 | 0.00% | 7.56% |
| 2018 | 0.00% | 4.58% |
| 2017 | 0.00% | 2.55% |
| 2016 | 0.00% | 3.17% |
| 2015 | 0.00% | 3.54% |
| 2014 | 0.00% | 3.40% |
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