JGLO vs MOTO
JPMorgan Global Select Equity ETF vs Guinness Atkinson Smart Transportation & Technology ETF
Which is better, JGLO or MOTO?
Each has led over a different period.
JGLO has a lower expense ratio. JGLO led over the full window, MOTO over 1Y and 3Y. JGLO is less concentrated, with 41.4% of the fund in its ten largest positions against 45.1%.
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
| Metric | JGLO | MOTO |
|---|---|---|
| Expense Ratio | 0.47%Best | 0.68% |
| AUM | $6.4B | $9M |
| Dividend Yield | 1.12% | 0.92% |
| Holdings | 186 | 76 |
| YTD Return | +6.16% | +10.57%Best |
| 1Y Return | +8.59% | +18.81%Best |
| 3Y Return (annualized) | +16.41% | +16.70%Best |
| 5Y Return (annualized) | - | +7.08% |
| Volatility (annualized) | 10.9%Best | 20.7% |
| Max Drawdown | -16.1%Best | -26.4% |
| $10,000 over 3.1 years | $15,423Best | $15,212 |
| Top 10 Weight | 41.4%Best | 45.1% |
| Fund Family | J.P. Morgan Asset Management | SmartETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 13, 2023 | Nov 15, 2019 |
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 14, 2023 to Oct 14, 2026 (3.1 years).
JGLO vs MOTO 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 covers the 3.1 years both funds cover.
JGLO vs MOTO Performance
JPMorgan Global Select Equity ETF (JGLO) is an ETF from J.P. Morgan Asset Management and Guinness Atkinson Smart Transportation & Technology ETF (MOTO) is an ETF from SmartETFs. Over the past year JGLO returned +8.59% while MOTO returned +18.81%. Year to date, JGLO is up 6.16% versus a gain of 10.57% for MOTO.
Over three years, JGLO compounded at +16.41% per year against +16.70% for MOTO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MOTO has been the more volatile fund, with annualized monthly volatility of 20.7% compared with 10.9% for JGLO. 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 -16.1% for JGLO and -26.4% for MOTO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JGLO charges 0.47% per year while MOTO charges 0.68%. On a $10,000 position that is $47 vs $68 annually, a gap of $21 per year that compounds over a long holding period. On income, JGLO currently yields 1.12% against 0.92% for MOTO.
Holdings Overlap
11.6% of JGLO's money is in holdings MOTO also owns. 29.4% of MOTO's money is in holdings JGLO also owns.
MOTO and JGLO share little of their money.
7 positions in common, counted across the 79 positions we hold weights for in JGLO and 38 in MOTO, against full books of 186 and 76.
What only one of them owns
Our book lists 15 positions for MOTO that do not appear in our book for JGLO (39.5% of the fund), and 47 for JGLO that do not appear in MOTO (64.4%).
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
| Stock | Weight in JGLO | Weight in MOTO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.10% | 4.75% | 3.35% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 0.69% | 6.13% | 5.44% |
| APHAmphenol Corp. Class A | 0.57% | 4.84% | 4.27% |
| IFX:FFInfineon Technologies AG Infineon Technologies Agnamens Aktien O N | 0.80% | 4.57% | 3.77% |
| VOLV.A:STVolvo Ab A Shs Common Stock Sek1.2 | 0.61% | 3.16% | 2.55% |
| TSLATesla Inc | 0.44% | 2.93% | 2.49% |
| NXPINxp Semiconductors Nv Sedol B505Pn7 | 0.40% | 2.97% | 2.57% |
29.4% of MOTO is already inside JGLO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JGLO or MOTO?
JGLO has an expense ratio of 0.47% while MOTO charges 0.68%. JGLO is the cheaper option, by $21 a year on a $10,000 investment.
Which performed better, JGLO or MOTO?
Over the past year JGLO returned +8.59% vs +18.81% for MOTO, so MOTO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JGLO or MOTO?
MOTO has been the more volatile fund at 20.7% annualized versus 10.9% for JGLO. Worst drawdown: JGLO -16.1% vs MOTO -26.4%.
Should I hold both JGLO and MOTO?
JGLO and MOTO have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JGLO and MOTO?
29.4% of MOTO's money is in holdings JGLO also owns. 29.4% of MOTO's is in holdings JGLO also owns. They hold 7 positions in common, counted across the 79 positions we hold weights for in JGLO and 38 in MOTO.
Which pays a higher dividend, JGLO or MOTO?
JGLO yields 1.12% while MOTO yields 0.92%, so JGLO currently pays the higher dividend yield.
Is MOTO better than JGLO?
JGLO has a lower expense ratio. JGLO led over the full window, MOTO over 1Y and 3Y. JGLO is less concentrated, with 41.4% of the fund in its ten largest positions against 45.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.