AW1F.DE vs. JGPI.DE
AW1F.DE (UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) Acc) and JGPI.DE (JPM Global Equity Premium Income Active UCITS ETF - USD (dist)) are both Large Cap Blend Equities funds. AW1F.DE is passively managed, while JGPI.DE is actively managed. Over the past year, AW1F.DE returned 26.73% vs 4.10% for JGPI.DE. At a 0.32 correlation, their price movements are largely independent. AW1F.DE charges 0.07%/yr vs 0.35%/yr for JGPI.DE.
Performance
AW1F.DE vs. JGPI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AW1F.DE achieves a 12.99% return, which is significantly higher than JGPI.DE's 1.25% return.
AW1F.DE
- 1D
- 0.00%
- 1M
- 2.23%
- YTD
- 12.99%
- 6M
- 13.25%
- 1Y
- 26.73%
- 3Y*
- 19.67%
- 5Y*
- —
- 10Y*
- —
JGPI.DE
- 1D
- 0.00%
- 1M
- 1.05%
- YTD
- 1.25%
- 6M
- 1.38%
- 1Y
- 4.10%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AW1F.DE vs. JGPI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AW1F.DE UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) Acc | 12.99% | 3.65% | 32.30% | 2.01% |
JGPI.DE JPM Global Equity Premium Income Active UCITS ETF - USD (dist) | 1.25% | -0.67% | 14.32% | -1.40% |
Correlation
The correlation between AW1F.DE and JGPI.DE is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2023 | 0.32 |
The correlation between AW1F.DE and JGPI.DE shifts across timeframes, from 0.12 (1 year) to 0.32 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AW1F.DE vs. JGPI.DE — Risk / Return Rank
AW1F.DE
JGPI.DE
AW1F.DE vs. JGPI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) Acc (AW1F.DE) and JPM Global Equity Premium Income Active UCITS ETF - USD (dist) (JGPI.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AW1F.DE | JGPI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.73 | ||
| Sortino ratioReturn per unit of downside risk | +2.31 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.07 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 3.08 | 0.45 | +2.63 |
| Martin ratioReturn relative to average drawdown | 10.74 | 1.22 | +9.51 |
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Drawdowns
AW1F.DE vs. JGPI.DE - Drawdown Comparison
The maximum AW1F.DE drawdown since its inception was -23.95%, which is greater than JGPI.DE's maximum drawdown of -12.12%. Use the drawdown chart below to compare losses from any high point for AW1F.DE and JGPI.DE.
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Drawdown Indicators
| AW1F.DE | JGPI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.95% | -12.12% | -11.83% |
Max Drawdown (1Y)Largest decline over 1 year | -8.73% | -9.09% | +0.36% |
Max Drawdown (3Y)Largest decline over 3 years | -23.95% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -6.77% | +6.77% |
Average DrawdownAverage peak-to-trough decline | -5.99% | -4.51% | -1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 3.34% | -0.84% |
Volatility
AW1F.DE vs. JGPI.DE - Volatility Comparison
UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) Acc (AW1F.DE) and JPM Global Equity Premium Income Active UCITS ETF - USD (dist) (JGPI.DE) have volatilities of 3.62% and 3.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AW1F.DE | JGPI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 3.47% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 8.78% | 7.14% | +1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.56% | 10.08% | +2.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 10.32% | +5.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.87% | 10.32% | +5.55% |
AW1F.DE vs. JGPI.DE - Expense Ratio Comparison
AW1F.DE has a 0.07% expense ratio, which is lower than JGPI.DE's 0.35% expense ratio.
Dividends
AW1F.DE vs. JGPI.DE - Dividend Comparison
AW1F.DE has not paid dividends to shareholders, while JGPI.DE's dividend yield for the trailing twelve months is around 8.12%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
AW1F.DE UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) Acc | 0.00% | 0.00% | 0.00% |
JGPI.DE JPM Global Equity Premium Income Active UCITS ETF - USD (dist) | 8.12% | 8.08% | 6.27% |
Frequently Asked Questions
AW1F.DE and JGPI.DE have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AW1F.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AW1F.DE is cheaper with a 0.07% expense ratio, compared with 0.35% for JGPI.DE.
They also come from different issuers: UBS and JPMorgan. Their fees differ too: 0.07% for AW1F.DE and 0.35% for JGPI.DE.
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