FUSD.L vs. JGGI.L
Compare and contrast key facts about Fidelity US Quality Income ETF Inc (FUSD.L) and JP Morgan Global Growth & Income plc (JGGI.L).
FUSD.L is a passively managed fund by Fidelity that tracks the performance of the Fidelity US Quality Income Index NR. It was launched on Jun 21, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUSD.L or JGGI.L.
Correlation
The correlation between FUSD.L and JGGI.L is 0.53, 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
FUSD.L vs. JGGI.L - Performance Comparison
Key characteristics
FUSD.L:
1.46
JGGI.L:
1.16
FUSD.L:
2.08
JGGI.L:
1.68
FUSD.L:
1.27
JGGI.L:
1.21
FUSD.L:
2.76
JGGI.L:
1.88
FUSD.L:
7.62
JGGI.L:
6.55
FUSD.L:
2.21%
JGGI.L:
2.43%
FUSD.L:
11.50%
JGGI.L:
13.72%
FUSD.L:
-35.82%
JGGI.L:
-54.88%
FUSD.L:
-1.71%
JGGI.L:
-1.48%
Returns By Period
In the year-to-date period, FUSD.L achieves a 2.24% return, which is significantly lower than JGGI.L's 3.44% return.
FUSD.L
2.24%
0.98%
4.79%
16.20%
12.24%
N/A
JGGI.L
3.44%
-0.66%
7.57%
15.26%
14.64%
12.90%
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Risk-Adjusted Performance
FUSD.L vs. JGGI.L — Risk-Adjusted Performance Rank
FUSD.L
JGGI.L
FUSD.L vs. JGGI.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity US Quality Income ETF Inc (FUSD.L) and JP Morgan Global Growth & Income plc (JGGI.L). 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
FUSD.L vs. JGGI.L - Dividend Comparison
FUSD.L's dividend yield for the trailing twelve months is around 1.34%, less than JGGI.L's 343.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUSD.L Fidelity US Quality Income ETF Inc | 1.34% | 1.85% | 2.10% | 2.31% | 2.30% | 2.30% | 1.95% | 2.25% | 1.25% | 0.00% | 0.00% | 0.00% |
JGGI.L JP Morgan Global Growth & Income plc | 343.09% | 354.91% | 352.29% | 398.59% | 323.18% | 338.94% | 368.83% | 432.22% | 317.34% | 196.19% | 150.94% | 145.07% |
Drawdowns
FUSD.L vs. JGGI.L - Drawdown Comparison
The maximum FUSD.L drawdown since its inception was -35.82%, smaller than the maximum JGGI.L drawdown of -54.88%. Use the drawdown chart below to compare losses from any high point for FUSD.L and JGGI.L. For additional features, visit the drawdowns tool.
Volatility
FUSD.L vs. JGGI.L - Volatility Comparison
The current volatility for Fidelity US Quality Income ETF Inc (FUSD.L) is 3.46%, while JP Morgan Global Growth & Income plc (JGGI.L) has a volatility of 3.89%. This indicates that FUSD.L experiences smaller price fluctuations and is considered to be less risky than JGGI.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.