JPRE vs GRPM

Comparison between JPMORGAN REALTY INCOME ETF (JPRE, ETF) and INVESCO S&P MIDCAP 400 GARP ETF (GRPM, ETF).

JPRE vs GRPM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPRE(ETF)	GRPM(ETF)
Net Assets	$474M	$474M
Expense Ratio	0.50%	0.35%
Max Drawdown	31.13%	44.49%
Sharpe Ratio	0.73	1.10
5Y Beta	0.45	1.02
P/E Ratio	43.22	15.73
Forward P/E	38.08	13.46
PEG Ratio	0.45	N/A
5Y Dividends CAGR	N/A	7.74%
5Y EPS CAGR	9.44%	24.19%
Debt to Equity	82.40%	69.20%
P/S Ratio	7.24	2.20
P/B Ratio	3.02	2.32

Net Assets

Winner

JPRE

$474M

GRPM

$474M

Expense Ratio

JPRE

0.50%

Winner

GRPM

0.35%

Max Drawdown

Winner

JPRE

31.13%

GRPM

44.49%

Sharpe Ratio

JPRE

0.73

Winner

GRPM

1.10

5Y Beta

Winner

JPRE

0.45

GRPM

1.02

P/E Ratio

JPRE

43.22

Winner

GRPM

15.73

Forward P/E

JPRE

38.08

Winner

GRPM

13.46

PEG Ratio

JPRE

0.45

GRPM

N/A

5Y Dividends CAGR

JPRE

N/A

GRPM

7.74%

5Y EPS CAGR

JPRE

9.44%

Winner

GRPM

24.19%

Debt to Equity

JPRE

82.40%

Winner

GRPM

69.20%

P/S Ratio

JPRE

7.24

Winner

GRPM

2.20

P/B Ratio

JPRE

3.02

Winner

GRPM

2.32

JPRE vs GRPM - Holdings Comparison

JPRE and GRPM have 1 common holdings. Overlap is 0.00%

JPRE's top 25 holdings weight is 89.47%. GRPM's top 25 holdings weight is 56.44%.

Rank	JPRE	GRPM
#1	WELLTOWER INC (WELL) - 10.68%	LANTHEUS HOLDINGS INC (LNTH) - 4.31%
#2	PROLOGIS INC (PLD) - 9.65%	STERLING INFRASTRUCTURE INC (STRL) - 3.21%
#3	EQUINIX INC (EQIX) - 8.82%	RAMBUS INC (RMBS) - 3.21%
#4	AMERICAN TOWER CORP (AMT) - 7.59%	TECHNIPFMC PLC (n/a) - 2.88%
#5	DIGITAL REALTY TRUST INC (DLR) - 6.40%	VALARIS LTD (VAL) - 2.87%
#6	VENTAS INC (VTR) - 5.83%	CARPENTER TECHNOLOGY CORP (CRS) - 2.77%
#7	SIMON PROPERTY GROUP INC (SPG) - 3.83%	RENAISSANCERE HOLDINGS LTD (RNR) - 2.73%
#8	REGENCY CENTERS CORP (REG) - 3.65%	PERMIAN RESOURCES CORP CLASS A (PR) - 2.66%
#9	CROWN CASTLE INC (CCI) - 3.55%	HALOZYME THERAPEUTICS INC (HALO) - 2.26%
#10	PUBLIC STORAGE (PSA) - 2.92%	EAST WEST BANCORP INC (EWBC) - 2.18%
#11	ESSEX PROPERTY TRUST INC (ESS) - 2.90%	BANK OZK (OZK) - 2.09%
#12	EASTGROUP PROPERTIES INC (EGP) - 2.43%	NOV INC (NOV) - 2.03%
#13	UDR INC (UDR) - 2.28%	UMB FINANCIAL CORP (UMBF) - 1.89%
#14	SABRA HEALTH CARE REIT INC (SBRA) - 2.01%	MSA SAFETY INC (MSA) - 1.87%
#15	HEALTHPEAK PROPERTIES INC (DOC) - 1.96%	DYNATRACE INC ORDINARY SHARES (DT) - 1.85%
#16	INVITATION HOMES INC (INVH) - 1.79%	VOYA FINANCIAL INC (VOYA) - 1.82%
#17	DOUGLAS EMMETT INC (DEI) - 1.70%	APPFOLIO INC CLASS A (APPF) - 1.81%
#18	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.66%	VISTEON CORP (VC) - 1.81%
#19	KIMCO REALTY CORP (KIM) - 1.57%	KINSALE CAPITAL GROUP INC (KNSL) - 1.80%
#20	CBRE GROUP INC CLASS A (CBRE) - 1.54%	UNITED THERAPEUTICS CORP (UTHR) - 1.77%
#21	HOST HOTELS & RESORTS INC (HST) - 1.43%	EXELIXIS INC (EXEL) - 1.77%
#22	CUBESMART (CUBE) - 1.39%	CHOICE HOTELS INTERNATIONAL INC (CHH) - 1.73%
#23	EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.39%	WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 1.73%
#24	JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 1.26%	PINNACLE FINANCIAL PARTNERS INC (PNFP) - 1.70%
#25	COUSINS PROPERTIES INC (CUZ) - 1.24%	MATADOR RESOURCES CO (MTDR) - 1.69%
Total Holdings	38	60

JPRE vs GRPM - Historical Returns

Returns include dividend reinvestment.

Period	JPRE	GRPM
1 month	+1.63%	+4.00%
3 months	+7.76%	+12.08%
6 months	+14.37%	+7.27%
1 year	+12.84%	+22.02%
5 years(CAGR)	+6.09%	+7.83%
10 years(CAGR)	N/A	+11.24%
Max(CAGR)	+6.09%	+11.31%

JPRE

+1.63%

Winner

GRPM

+4.00%

JPRE

+7.76%

Winner

GRPM

+12.08%

Winner

JPRE

+14.37%

GRPM

+7.27%

JPRE

+12.84%

Winner

GRPM

+22.02%

5Y(CAGR)

JPRE

+6.09%

Winner

GRPM

+7.83%

10Y(CAGR)

JPRE

N/A

GRPM

+11.24%

Max(CAGR)

JPRE

+6.09%

Winner

GRPM

+11.31%

JPRE vs GRPM - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	JPRE	GRPM
2026	+13.87%	+8.29%
2025	+2.45%	+7.59%
2024	+6.47%	+15.97%
2023	+13.26%	+19.10%
2022	-9.83%	-12.25%
2021	N/A	+28.26%
2020	N/A	+15.70%
2019	N/A	+22.87%
2018	N/A	-13.16%
2017	N/A	+12.36%
2016	N/A	+24.01%
2015	N/A	-5.19%
2014	N/A	+11.15%
2013	N/A	+31.83%
2012	N/A	+14.71%
2011	N/A	-0.93%
2010	N/A	+3.53%

JPRE vs GRPM Drawdown Comparison

The maximum drawdown for JPRE was -23.82%, occurring on Oct 14, 2022. Recovery took 482 trading sessions.

The maximum drawdown for GRPM was -43.11%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

Rank	JPRE	GRPM
#1	-23.82% Aug 15, 2022 - Jul 17, 2024	-43.11% Jan 16, 2020 - Nov 9, 2020
#2	-16.26% Sep 16, 2024 - Feb 12, 2026	-28.10% Nov 25, 2024 - Jan 22, 2026
#3	-12.17% May 27, 2022 - Aug 10, 2022	-25.45% Jul 7, 2011 - Mar 16, 2012
#4	-7.70% Feb 17, 2026 - Apr 16, 2026	-23.83% Sep 20, 2018 - Jan 16, 2020
#5	-3.78% May 26, 2026 - Jun 10, 2026	-23.01% Nov 5, 2021 - Dec 14, 2023
#6	-2.90% Aug 2, 2024 - Aug 14, 2024	-21.51% May 21, 2015 - Jul 26, 2016
#7	-2.82% Apr 20, 2026 - May 6, 2026	-12.22% Mar 19, 2012 - Sep 12, 2012
#8	-2.66% May 6, 2026 - May 20, 2026	-11.13% Jul 16, 2024 - Nov 11, 2024
#9	-2.07% Jul 23, 2024 - Jul 29, 2024	-10.57% Sep 5, 2014 - Nov 21, 2014
#10	-0.93% Jul 17, 2024 - Jul 23, 2024	-9.74% Jan 23, 2018 - Jun 6, 2018
#11	-0.66% Aug 14, 2024 - Aug 20, 2024	-8.07% Jun 8, 2021 - Oct 20, 2021
#12	-0.34% Aug 10, 2022 - Aug 12, 2022	-7.54% Feb 9, 2026 - Apr 17, 2026
#13	-0.25% Aug 23, 2024 - Aug 30, 2024	-7.51% Apr 29, 2011 - Jul 7, 2011
#14	-0.14% Sep 10, 2024 - Sep 12, 2024	-7.46% Sep 14, 2012 - Dec 18, 2012
#15	-0.11% Jul 30, 2024 - Aug 1, 2024	-6.89% Mar 28, 2024 - Jul 15, 2024

Correlation

Correlation between JPRE and GRPM is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2010 - 2026)

JPRE vs GRPM dividend yield comparison.

Year	JPRE	GRPM
2026	0.28%	0.16%
2025	2.62%	1.19%
2024	2.21%	0.95%
2023	3.26%	0.96%
2022	10.60%	1.28%
2021	0.00%	0.92%
2020	0.00%	1.16%
2019	0.00%	1.25%
2018	0.00%	1.50%
2017	0.00%	1.14%
2016	0.00%	1.00%
2015	0.00%	1.43%
2014	0.00%	1.28%
2013	0.00%	1.80%
2012	0.00%	1.58%
2011	0.00%	0.97%
2010	0.00%	0.10%