JEPG.L vs. DEM.L
Compare and contrast key facts about JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L) and WisdomTree Emerging Markets Equity Income UCITS ETF (DEM.L).
JEPG.L and DEM.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JEPG.L is an actively managed fund by JPMorgan. It was launched on Nov 30, 2023. DEM.L is a passively managed fund by WisdomTree that tracks the performance of the MSCI EM NR USD. It was launched on Nov 19, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JEPG.L or DEM.L.
Correlation
The correlation between JEPG.L and DEM.L is 0.36, 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
JEPG.L vs. DEM.L - Performance Comparison
Key characteristics
JEPG.L:
1.22
DEM.L:
0.25
JEPG.L:
1.77
DEM.L:
0.42
JEPG.L:
1.23
DEM.L:
1.05
JEPG.L:
2.13
DEM.L:
0.28
JEPG.L:
6.51
DEM.L:
0.64
JEPG.L:
1.99%
DEM.L:
5.10%
JEPG.L:
10.53%
DEM.L:
13.23%
JEPG.L:
-6.07%
DEM.L:
-38.62%
JEPG.L:
0.00%
DEM.L:
-3.71%
Returns By Period
In the year-to-date period, JEPG.L achieves a 6.15% return, which is significantly higher than DEM.L's 3.32% return.
JEPG.L
6.15%
4.50%
4.05%
13.16%
N/A
N/A
DEM.L
3.32%
1.20%
2.04%
3.30%
1.64%
3.37%
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JEPG.L vs. DEM.L - Expense Ratio Comparison
JEPG.L has a 0.35% expense ratio, which is lower than DEM.L's 0.46% expense ratio.
Risk-Adjusted Performance
JEPG.L vs. DEM.L — Risk-Adjusted Performance Rank
JEPG.L
DEM.L
JEPG.L vs. DEM.L - 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 (JEPG.L) and WisdomTree Emerging Markets Equity Income UCITS ETF (DEM.L). 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.
Dividends
JEPG.L vs. DEM.L - Dividend Comparison
JEPG.L's dividend yield for the trailing twelve months is around 6.54%, less than DEM.L's 50.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JEPG.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | 6.54% | 6.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DEM.L WisdomTree Emerging Markets Equity Income UCITS ETF | 50.11% | 11.82% | 9.48% | 7.05% | 4.14% | 9.14% | 6.10% | 4.19% | 3.16% | 1.48% | 4.55% |
Drawdowns
JEPG.L vs. DEM.L - Drawdown Comparison
The maximum JEPG.L drawdown since its inception was -6.07%, smaller than the maximum DEM.L drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for JEPG.L and DEM.L. For additional features, visit the drawdowns tool.
Volatility
JEPG.L vs. DEM.L - Volatility Comparison
JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L) has a higher volatility of 2.28% compared to WisdomTree Emerging Markets Equity Income UCITS ETF (DEM.L) at 2.16%. This indicates that JEPG.L's price experiences larger fluctuations and is considered to be riskier than DEM.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.