JEGP.L vs. VDIV.DE
Compare and contrast key facts about JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEGP.L) and VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.DE).
JEGP.L and VDIV.DE 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. VDIV.DE is a passively managed fund by VanEck that tracks the performance of the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. It was launched on May 23, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JEGP.L or VDIV.DE.
Correlation
The correlation between JEGP.L and VDIV.DE is 0.23, 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.
Performance
JEGP.L vs. VDIV.DE - Performance Comparison
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Key characteristics
JEGP.L:
0.54
VDIV.DE:
1.00
JEGP.L:
0.75
VDIV.DE:
1.20
JEGP.L:
1.10
VDIV.DE:
1.20
JEGP.L:
0.70
VDIV.DE:
0.86
JEGP.L:
2.39
VDIV.DE:
4.09
JEGP.L:
2.25%
VDIV.DE:
3.16%
JEGP.L:
10.53%
VDIV.DE:
13.80%
JEGP.L:
-7.70%
VDIV.DE:
-35.93%
JEGP.L:
-5.40%
VDIV.DE:
-4.19%
Returns By Period
In the year-to-date period, JEGP.L achieves a 1.31% return, which is significantly lower than VDIV.DE's 6.71% return.
JEGP.L
1.31%
0.46%
0.88%
5.37%
N/A
N/A
VDIV.DE
6.71%
9.82%
8.35%
12.93%
18.21%
N/A
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JEGP.L vs. VDIV.DE - Expense Ratio Comparison
JEGP.L has a 0.35% expense ratio, which is lower than VDIV.DE's 0.38% expense ratio.
Risk-Adjusted Performance
JEGP.L vs. VDIV.DE — Risk-Adjusted Performance Rank
JEGP.L
VDIV.DE
JEGP.L vs. VDIV.DE - 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 VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.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.
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Dividends
JEGP.L vs. VDIV.DE - Dividend Comparison
JEGP.L's dividend yield for the trailing twelve months is around 7.23%, more than VDIV.DE's 4.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
JEGP.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | 7.23% | 6.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VDIV.DE VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 4.01% | 4.19% | 4.97% | 4.56% | 3.97% | 4.11% | 4.35% | 0.91% |
Drawdowns
JEGP.L vs. VDIV.DE - Drawdown Comparison
The maximum JEGP.L drawdown since its inception was -7.70%, smaller than the maximum VDIV.DE drawdown of -35.93%. Use the drawdown chart below to compare losses from any high point for JEGP.L and VDIV.DE. For additional features, visit the drawdowns tool.
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Volatility
JEGP.L vs. VDIV.DE - Volatility Comparison
The current volatility for JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEGP.L) is 4.86%, while VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.DE) has a volatility of 5.63%. This indicates that JEGP.L experiences smaller price fluctuations and is considered to be less risky than VDIV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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