EASG vs JIRE

EASG vs JIRE

Which is better, EASG or JIRE?

Nearly the same fund. EASG costs less.

EASG has a lower expense ratio. EASG led over 1Y, JIRE over the full window. The two have moved almost in lockstep, correlation 0.98. JIRE is less concentrated, with 16.7% of the fund in its ten largest positions against 22.5%.

Lower Fees: EASGHigher Returns: splitLess Concentrated: JIRE

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

MetricEASGJIRE
Expense Ratio0.14%Best0.24%
AUM$68M$11.0B
Dividend Yield3.75%2.73%
Holdings361216
Volatility (annualized)15.6%15.1%Best
Max Drawdown-17.6%-16.1%Best
$10,000 over 4.2 years$17,705$19,212Best
Top 10 Weight22.5%16.7%Best
Fund FamilyXtrackers ETFsJ.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 5, 2018Jun 10, 2022

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 33 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. EASG has data through Sep 11, 2026 and JIRE through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Jun 13, 2022 to Sep 11, 2026 (4.2 years).

Compare EASG against instead:EASG vs SPYEASG vs QQQEASG vs VOOEASG vs VTIJIRE against:JIRE vs VXUS

Risk: Volatility and Drawdowns

EASG has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 15.1% for JIRE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -17.6% for EASG and -16.1% for JIRE. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

EASG charges 0.14% per year while JIRE charges 0.24%. On a $10,000 position that is $14 vs $24 annually, a gap of $10 per year that compounds over a long holding period. On income, EASG currently yields 3.75% against 2.73% for JIRE.

Holdings Overlap

EASG already in JIRE42.0%
JIRE already in EASG30.7%

42.0% of EASG's money is in holdings JIRE also owns. 30.7% of JIRE's money is in holdings EASG also owns.

The two portfolios partly overlap.

58 positions in common, counted across the 356 positions we hold weights for in EASG and 206 in JIRE, against full books of 361 and 216.

What only one of them owns

Our book lists 3 positions for JIRE that do not appear in our book for EASG (4.2% of the fund), and 0 for EASG that do not appear in JIRE (1.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in EASGWeight in JIREDifference
ASML:ASAsml Holding Nv Unsponsored Adr Ordinary Shares5.68%3.82%1.86%
HSBA:LNHsbc Holdings Plc3.05%1.47%1.58%
AZN:LNAstraZeneca PLC2.10%1.65%0.45%
NOVN:SMNovartis AG2.43%1.15%1.28%
8316:TKSumitomo Mitsui Financial Group Inc1.38%1.24%0.14%
8035:JPTokyo Electron Ltd. Com Stk1.35%1.12%0.23%
CBA:AUCommonwealth Bank Of Australia1.67%0.65%1.02%
6758:JPSony Group Corp.1.27%0.95%0.32%
ULVR:LNUlvr Ln Unilever Plc1.21%0.54%0.67%
ABBN:SMAbb Ltd.[Abbn]1.32%0.41%0.91%

42.0% of EASG is already inside JIRE.

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

EASGJIRE

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Frequently Asked Questions

Which is cheaper, EASG or JIRE?

EASG has an expense ratio of 0.14% while JIRE charges 0.24%. EASG is the cheaper option, by $10 a year on a $10,000 investment.

Which is riskier, EASG or JIRE?

EASG has been the more volatile fund at 15.6% annualized versus 15.1% for JIRE. Worst drawdown: EASG -17.6% vs JIRE -16.1%.

Should I hold both EASG and JIRE?

EASG and JIRE have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between EASG and JIRE?

42.0% of EASG's money is in holdings JIRE also owns. 30.7% of JIRE's is in holdings EASG also owns. They hold 58 positions in common, counted across the 356 positions we hold weights for in EASG and 206 in JIRE.

Which pays a higher dividend, EASG or JIRE?

EASG yields 3.75% while JIRE yields 2.73%, so EASG currently pays the higher dividend yield.

Is JIRE better than EASG?

EASG has a lower expense ratio. EASG led over 1Y, JIRE over the full window. The two have moved almost in lockstep, correlation 0.98. JIRE is less concentrated, with 16.7% of the fund in its ten largest positions against 22.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.