ACIN vs JIRE

ACIN vs JIRE

Which is better, ACIN or JIRE?

ACIN has been ahead.

JIRE has a lower expense ratio. ACIN led over 1Y.

Lower Fees: JIREHigher Returns (1Y): ACIN

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricACINJIRE
Expense Ratio0.52%0.24%Best
AUM$558M$11.2B
Dividend Yield0.00%2.75%
Holdings421438
YTD Return+1.44%+8.47%Best
1Y Return-+12.59%
3Y Return (annualized)-+16.91%
Fund FamilyHartford FundsJ.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 30, 2008Jun 10, 2022

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

ACIN vs JIRE growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare ACIN against instead:ACIN vs SPYACIN vs QQQACIN vs VOOACIN vs VTIJIRE against:JIRE vs VXUS

ACIN vs JIRE Performance

Hartford Alpha Capture International Equity ETF (ACIN) is an ETF from Hartford Funds and JPMorgan International Research Enhanced Equity ETF (JIRE) is an ETF from J.P. Morgan Asset Management. Year to date, ACIN is up 1.44% versus a gain of 8.47% for JIRE.

Past performance does not guarantee future results.

Fees and Cost Over Time

ACIN charges 0.52% per year while JIRE charges 0.24%. On a $10,000 position that is $52 vs $24 annually, a gap of $28 per year that compounds over a long holding period. On income, ACIN currently yields 0.00% against 2.75% for JIRE.

Holdings Overlap

JIRE already in ACIN40.8%

At least 40.8% of JIRE's money is in holdings ACIN also owns.

Stated as a floor: for ACIN, our book for it covers 87.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

65 positions in common, counted across the 409 positions we hold weights for in ACIN and 206 in JIRE, against full books of 421 and 438.

Top Shared Holdings

StockWeight in ACINWeight in JIREDifference
ASML:ASASML Holding NV2.09%3.31%1.22%
SHEL:LNShell Plc0.85%1.48%0.63%
UBSG:SMUBS Group AG1.15%0.93%0.22%
NESN:SMNestle SA0.38%1.44%1.06%
ATCO.A:STAtlas Copco AB Class A0.83%0.97%0.14%
6861:JPKeyence Corp1.04%0.73%0.31%
6501:JPHitachi Ltd Common Stock0.70%1.02%0.32%
NOVN:SMNovartis AG0.32%1.31%0.99%
8308:JPResona Holdings Inc0.98%0.39%0.59%
HSBA:LNHsbc Holdings Plc Shs0.05%1.29%1.24%

40.8% of JIRE is already inside ACIN.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ACINJIRE

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Frequently Asked Questions

Which is cheaper, ACIN or JIRE?

ACIN has an expense ratio of 0.52% while JIRE charges 0.24%. JIRE is the cheaper option, by $28 a year on a $10,000 investment.

What is the holdings overlap between ACIN and JIRE?

At least 40.8% of JIRE's money is in holdings ACIN also owns. Our book for ACIN is partial, so the real figure is this or higher. They hold 65 positions in common, counted across the 409 positions we hold weights for in ACIN and 206 in JIRE.

Which pays a higher dividend, ACIN or JIRE?

ACIN yields 0.00% while JIRE yields 2.75%, so JIRE currently pays the higher dividend yield.

Is JIRE better than ACIN?

JIRE has a lower expense ratio. ACIN led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.