JGLO vs RGLO

JGLO vs RGLO

Which is better, JGLO or RGLO?

Nearly the same fund. JGLO costs less.

JGLO has a lower expense ratio. RGLO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. RGLO is less concentrated, with 26.2% of the fund in its ten largest positions against 41.4%.

Lower Fees: JGLOHigher Returns: RGLOLess Concentrated: RGLO

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

MetricJGLORGLO
Expense Ratio0.47%Best0.49%
AUM$6.4B$368M
Dividend Yield1.12%0.57%
Holdings186384
YTD Return+6.16%+11.84%Best
1Y Return+8.59%+18.24%Best
3Y Return (annualized)+16.41%-
Volatility (annualized)9.3%Best10.0%
Max Drawdown-9.5%Best-9.6%
$10,000 over 1.4 years$11,931$13,219Best
Top 10 Weight41.4%26.2%Best
Fund FamilyJ.P. Morgan Asset ManagementRussell Investments
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 13, 2023May 29, 2025

Not shown on this pair: 5Y Return (annualized).

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 30, 2025 to Oct 14, 2026 (1.4 years).

JGLO vs RGLO 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 1.4 years both funds cover.

Compare JGLO against instead:JGLO vs SPYJGLO vs QQQJGLO vs VOOJGLO vs VTIRGLO against:RGLO vs VXUS

JGLO vs RGLO Performance

JPMorgan Global Select Equity ETF (JGLO) is an ETF from J.P. Morgan Asset Management and Russell Investments Global Equity ETF (RGLO) is an ETF from Russell Investments. Over the past year JGLO returned +8.59% while RGLO returned +18.24%. Year to date, JGLO is up 6.16% versus a gain of 11.84% for RGLO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RGLO has been the more volatile fund, with annualized monthly volatility of 10.0% compared with 9.3% 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 -9.5% for JGLO and -9.6% for RGLO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JGLO charges 0.47% per year while RGLO charges 0.49%. On a $10,000 position that is $47 vs $49 annually, a gap of $2 per year that compounds over a long holding period. On income, JGLO currently yields 1.12% against 0.57% for RGLO.

Holdings Overlap

JGLO already in RGLO60.5%
RGLO already in JGLO31.6%

60.5% of JGLO's money is in holdings RGLO also owns. 31.6% of RGLO's money is in holdings JGLO also owns.

The two portfolios partly overlap.

39 positions in common, counted across the 79 positions we hold weights for in JGLO and 346 in RGLO, against full books of 186 and 384.

What only one of them owns

Our book lists 80 positions for RGLO that do not appear in our book for JGLO (23.9% of the fund), and 21 for JGLO that do not appear in RGLO (23.9%).

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 JGLOWeight in RGLODifference
NVDANvidia Corp8.10%4.99%3.11%
MSFTMicrosoft Corp6.48%3.30%3.18%
AAPLApple, Inc3.89%4.51%0.62%
GOOGLAlphabet Inc4.29%1.38%2.91%
METAMeta Platforms Inc2.38%1.96%0.42%
MAMastercard Inc3.25%0.85%2.40%
ASML:ASASML HOLDING NV2.86%0.60%2.26%
JNJJohnson & Johnson - Common2.60%0.64%1.96%
AVGOBroadcom Inc1.14%1.75%0.61%
2330:TWTaiwan Semiconductor Manufacturing Co Ltd0.69%1.44%0.75%

60.5% of JGLO is already inside RGLO.

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

JGLORGLO

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Frequently Asked Questions

Which is cheaper, JGLO or RGLO?

JGLO has an expense ratio of 0.47% while RGLO charges 0.49%. JGLO is the cheaper option, by $2 a year on a $10,000 investment.

Which performed better, JGLO or RGLO?

Over the past year JGLO returned +8.59% vs +18.24% for RGLO, so RGLO leads on 1-year performance. Over the longest common window we track (1 years), JGLO annualized +13.44% vs +22.06% for RGLO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JGLO or RGLO?

RGLO has been the more volatile fund at 10.0% annualized versus 9.3% for JGLO. Worst drawdown: JGLO -9.5% vs RGLO -9.6%.

Should I hold both JGLO and RGLO?

JGLO and RGLO have a monthly-return correlation of 0.96, 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 JGLO and RGLO?

60.5% of JGLO's money is in holdings RGLO also owns. 31.6% of RGLO's is in holdings JGLO also owns. They hold 39 positions in common, counted across the 79 positions we hold weights for in JGLO and 346 in RGLO.

Which pays a higher dividend, JGLO or RGLO?

JGLO yields 1.12% while RGLO yields 0.57%, so JGLO currently pays the higher dividend yield.

Is RGLO better than JGLO?

JGLO has a lower expense ratio. RGLO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. RGLO is less concentrated, with 26.2% of the fund in its ten largest positions against 41.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.