HDLB vs. JGPI.DE
Compare and contrast key facts about ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B (HDLB) and JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE).
HDLB and JGPI.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HDLB is a passively managed fund by UBS that tracks the performance of the Solactive US High Dividend Low Volatility (USD)(TR) (200%). It was launched on Oct 24, 2019. JGPI.DE is an actively managed fund by JPMorgan. It was launched on Nov 30, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDLB or JGPI.DE.
Performance
HDLB vs. JGPI.DE - Performance Comparison
Returns By Period
In the year-to-date period, HDLB achieves a 45.71% return, which is significantly higher than JGPI.DE's 16.73% return.
HDLB
45.71%
4.94%
38.62%
61.73%
1.42%
N/A
JGPI.DE
16.73%
2.23%
10.67%
N/A
N/A
N/A
Key characteristics
| HDLB | JGPI.DE | |
|---|---|---|
| Daily Std Dev | 24.83% | 7.47% |
| Max Drawdown | -78.70% | -2.98% |
| Current Drawdown | -2.97% | 0.00% |
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HDLB vs. JGPI.DE - Expense Ratio Comparison
HDLB has a 1.65% expense ratio, which is higher than JGPI.DE's 0.35% expense ratio.
Correlation
The correlation between HDLB and JGPI.DE is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
HDLB vs. JGPI.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B (HDLB) and JPMorgan Global Equity Premium Income UCITS ETF (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.
Not enough dataDividends
HDLB vs. JGPI.DE - Dividend Comparison
HDLB's dividend yield for the trailing twelve months is around 8.72%, more than JGPI.DE's 5.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
HDLB ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B | 8.72% | 12.36% | 12.28% | 8.07% | 16.24% | 0.97% |
JGPI.DE JPMorgan Global Equity Premium Income UCITS ETF | 5.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HDLB vs. JGPI.DE - Drawdown Comparison
The maximum HDLB drawdown since its inception was -78.70%, which is greater than JGPI.DE's maximum drawdown of -2.98%. Use the drawdown chart below to compare losses from any high point for HDLB and JGPI.DE. For additional features, visit the drawdowns tool.
Volatility
HDLB vs. JGPI.DE - Volatility Comparison
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B (HDLB) has a higher volatility of 5.91% compared to JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) at 2.52%. This indicates that HDLB's price experiences larger fluctuations and is considered to be riskier than JGPI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.