JEGP.L vs. JEPI
Compare and contrast key facts about JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEGP.L) and JPMorgan Equity Premium Income ETF (JEPI).
JEGP.L and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JEGP.L is an actively managed fund by JPMorgan. It was launched on Nov 30, 2023. JEPI is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JEGP.L or JEPI.
Correlation
The correlation between JEGP.L and JEPI is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JEGP.L vs. JEPI - Performance Comparison
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Key characteristics
JEGP.L:
10.71%
JEPI:
6.02%
JEGP.L:
-7.70%
JEPI:
-0.40%
JEGP.L:
-4.63%
JEPI:
-0.05%
Returns By Period
JEGP.L
2.13%
1.84%
1.70%
6.22%
N/A
N/A
JEPI
N/A
N/A
N/A
N/A
N/A
N/A
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JEGP.L vs. JEPI - Expense Ratio Comparison
Both JEGP.L and JEPI have an expense ratio of 0.35%.
Risk-Adjusted Performance
JEGP.L vs. JEPI — Risk-Adjusted Performance Rank
JEGP.L
JEPI
JEGP.L vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEGP.L) and JPMorgan Equity Premium Income ETF (JEPI). 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
JEGP.L vs. JEPI - Dividend Comparison
JEGP.L's dividend yield for the trailing twelve months is around 7.23%, more than JEPI's 0.72% yield.
| TTM | 2024 | |
|---|---|---|
JEGP.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | 7.23% | 6.39% |
JEPI JPMorgan Equity Premium Income ETF | 0.72% | 0.00% |
Drawdowns
JEGP.L vs. JEPI - Drawdown Comparison
The maximum JEGP.L drawdown since its inception was -7.70%, which is greater than JEPI's maximum drawdown of -0.40%. Use the drawdown chart below to compare losses from any high point for JEGP.L and JEPI. For additional features, visit the drawdowns tool.
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Volatility
JEGP.L vs. JEPI - Volatility Comparison
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