JEGP.L vs. XY7D.DE
Compare and contrast key facts about JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEGP.L) and Global X S&P 500® Covered Call UCITS ETF D (XY7D.DE).
JEGP.L and XY7D.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. XY7D.DE is a passively managed fund by Global X that tracks the performance of the Cboe S&P 500 BuyWrite 15% WHT. It was launched on Jul 11, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JEGP.L or XY7D.DE.
Correlation
The correlation between JEGP.L and XY7D.DE is 0.22, 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. XY7D.DE - Performance Comparison
Loading data...
Key characteristics
JEGP.L:
0.55
XY7D.DE:
0.22
JEGP.L:
0.82
XY7D.DE:
0.45
JEGP.L:
1.11
XY7D.DE:
1.07
JEGP.L:
0.79
XY7D.DE:
0.20
JEGP.L:
2.72
XY7D.DE:
0.67
JEGP.L:
2.23%
XY7D.DE:
6.32%
JEGP.L:
10.73%
XY7D.DE:
16.70%
JEGP.L:
-7.70%
XY7D.DE:
-20.79%
JEGP.L:
-4.93%
XY7D.DE:
-13.89%
Returns By Period
In the year-to-date period, JEGP.L achieves a 1.81% return, which is significantly higher than XY7D.DE's -10.25% return.
JEGP.L
1.81%
1.52%
0.93%
5.88%
N/A
N/A
XY7D.DE
-10.25%
7.39%
-5.98%
3.74%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JEGP.L vs. XY7D.DE - Expense Ratio Comparison
JEGP.L has a 0.35% expense ratio, which is lower than XY7D.DE's 0.45% expense ratio.
Risk-Adjusted Performance
JEGP.L vs. XY7D.DE — Risk-Adjusted Performance Rank
JEGP.L
XY7D.DE
JEGP.L vs. XY7D.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 Global X S&P 500® Covered Call UCITS ETF D (XY7D.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.
Loading data...
Dividends
JEGP.L vs. XY7D.DE - Dividend Comparison
JEGP.L's dividend yield for the trailing twelve months is around 7.25%, less than XY7D.DE's 10.07% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
JEGP.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | 7.25% | 6.39% | 0.00% |
XY7D.DE Global X S&P 500® Covered Call UCITS ETF D | 10.07% | 7.75% | 4.30% |
Drawdowns
JEGP.L vs. XY7D.DE - Drawdown Comparison
The maximum JEGP.L drawdown since its inception was -7.70%, smaller than the maximum XY7D.DE drawdown of -20.79%. Use the drawdown chart below to compare losses from any high point for JEGP.L and XY7D.DE. For additional features, visit the drawdowns tool.
Loading data...
Volatility
JEGP.L vs. XY7D.DE - Volatility Comparison
The current volatility for JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEGP.L) is 4.59%, while Global X S&P 500® Covered Call UCITS ETF D (XY7D.DE) has a volatility of 8.47%. This indicates that JEGP.L experiences smaller price fluctuations and is considered to be less risky than XY7D.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...