Correlation
The correlation between IAPD.L and JEPQ is 0.45, 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.
IAPD.L vs. JEPQ
Compare and contrast key facts about iShares Asia Pacific Dividend UCITS (IAPD.L) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
IAPD.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. IAPD.L is a passively managed fund by iShares that tracks the performance of the MSCI AC Asia Pacific NR USD. It was launched on Jun 2, 2006. 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: IAPD.L or JEPQ.
Performance
IAPD.L vs. JEPQ - Performance Comparison
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Key characteristics
IAPD.L:
0.12
JEPQ:
0.43
IAPD.L:
0.28
JEPQ:
0.67
IAPD.L:
1.04
JEPQ:
1.10
IAPD.L:
0.11
JEPQ:
0.38
IAPD.L:
0.42
JEPQ:
1.30
IAPD.L:
4.44%
JEPQ:
5.88%
IAPD.L:
13.77%
JEPQ:
20.30%
IAPD.L:
-52.97%
JEPQ:
-20.07%
IAPD.L:
-6.44%
JEPQ:
-7.23%
Returns By Period
In the year-to-date period, IAPD.L achieves a -2.77% return, which is significantly higher than JEPQ's -2.97% return.
IAPD.L
-2.77%
2.44%
-3.71%
1.71%
5.92%
8.63%
5.51%
JEPQ
-2.97%
3.72%
-2.54%
8.58%
14.33%
N/A
N/A
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IAPD.L vs. JEPQ - Expense Ratio Comparison
IAPD.L has a 0.59% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
IAPD.L vs. JEPQ — Risk-Adjusted Performance Rank
IAPD.L
JEPQ
IAPD.L vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia Pacific Dividend UCITS (IAPD.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.
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Dividends
IAPD.L vs. JEPQ - Dividend Comparison
IAPD.L's dividend yield for the trailing twelve months is around 6.71%, less than JEPQ's 11.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAPD.L iShares Asia Pacific Dividend UCITS | 6.71% | 6.72% | 7.29% | 8.34% | 7.53% | 4.77% | 7.26% | 7.70% | 6.15% | 5.60% | 8.10% | 8.76% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.27% | 9.65% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IAPD.L vs. JEPQ - Drawdown Comparison
The maximum IAPD.L drawdown since its inception was -52.97%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for IAPD.L and JEPQ.
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Volatility
IAPD.L vs. JEPQ - Volatility Comparison
iShares Asia Pacific Dividend UCITS (IAPD.L) has a higher volatility of 3.06% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 2.06%. This indicates that IAPD.L's price experiences larger fluctuations and is considered to be riskier than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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