DGRG.L vs. JEPQ
Compare and contrast key facts about WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
DGRG.L and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DGRG.L is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Quality Dividend Growth UCITS Index. It was launched on Jun 3, 2016. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGRG.L or JEPQ.
Correlation
The correlation between DGRG.L and JEPQ is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DGRG.L vs. JEPQ - Performance Comparison
Key characteristics
DGRG.L:
1.74
JEPQ:
1.64
DGRG.L:
2.62
JEPQ:
2.19
DGRG.L:
1.32
JEPQ:
1.32
DGRG.L:
4.23
JEPQ:
2.02
DGRG.L:
11.66
JEPQ:
8.50
DGRG.L:
1.59%
JEPQ:
2.54%
DGRG.L:
10.68%
JEPQ:
13.19%
DGRG.L:
-22.57%
JEPQ:
-16.82%
DGRG.L:
-1.51%
JEPQ:
-0.25%
Returns By Period
In the year-to-date period, DGRG.L achieves a 3.38% return, which is significantly higher than JEPQ's 3.04% return.
DGRG.L
3.38%
1.57%
10.19%
18.80%
13.83%
N/A
JEPQ
3.04%
4.06%
15.94%
22.47%
N/A
N/A
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DGRG.L vs. JEPQ - Expense Ratio Comparison
DGRG.L has a 0.33% expense ratio, which is lower than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
DGRG.L vs. JEPQ — Risk-Adjusted Performance Rank
DGRG.L
JEPQ
DGRG.L vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). 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.
Dividends
DGRG.L vs. JEPQ - Dividend Comparison
DGRG.L has not paid dividends to shareholders, while JEPQ's dividend yield for the trailing twelve months is around 9.63%.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
DGRG.L WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc | 0.00% | 0.00% | 0.00% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.63% | 9.66% | 10.02% | 9.44% |
Drawdowns
DGRG.L vs. JEPQ - Drawdown Comparison
The maximum DGRG.L drawdown since its inception was -22.57%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for DGRG.L and JEPQ. For additional features, visit the drawdowns tool.
Volatility
DGRG.L vs. JEPQ - Volatility Comparison
The current volatility for WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (DGRG.L) is 3.31%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.95%. This indicates that DGRG.L experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.