JEPG.L vs. JEPQ
Compare and contrast key facts about JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
JEPG.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. JEPG.L is an actively managed fund by JPMorgan. It was launched on Nov 30, 2023. 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: JEPG.L or JEPQ.
Correlation
The correlation between JEPG.L and JEPQ is 0.17, 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. JEPQ - Performance Comparison
Key characteristics
JEPG.L:
1.22
JEPQ:
1.70
JEPG.L:
1.77
JEPQ:
2.25
JEPG.L:
1.23
JEPQ:
1.33
JEPG.L:
2.13
JEPQ:
2.10
JEPG.L:
6.51
JEPQ:
8.84
JEPG.L:
1.99%
JEPQ:
2.54%
JEPG.L:
10.53%
JEPQ:
13.25%
JEPG.L:
-6.07%
JEPQ:
-16.82%
JEPG.L:
0.00%
JEPQ:
-1.61%
Returns By Period
In the year-to-date period, JEPG.L achieves a 6.15% return, which is significantly higher than JEPQ's 2.92% return.
JEPG.L
6.15%
4.50%
4.05%
13.16%
N/A
N/A
JEPQ
2.92%
-0.08%
12.81%
20.33%
N/A
N/A
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JEPG.L vs. JEPQ - Expense Ratio Comparison
Both JEPG.L and JEPQ have an expense ratio of 0.35%.
Risk-Adjusted Performance
JEPG.L vs. JEPQ — Risk-Adjusted Performance Rank
JEPG.L
JEPQ
JEPG.L vs. JEPQ - 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 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.
Dividends
JEPG.L vs. JEPQ - Dividend Comparison
JEPG.L's dividend yield for the trailing twelve months is around 6.54%, less than JEPQ's 9.64% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
JEPG.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | 6.54% | 6.50% | 0.00% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.64% | 9.65% | 10.02% | 9.44% |
Drawdowns
JEPG.L vs. JEPQ - Drawdown Comparison
The maximum JEPG.L drawdown since its inception was -6.07%, smaller than the maximum JEPQ drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for JEPG.L and JEPQ. For additional features, visit the drawdowns tool.
Volatility
JEPG.L vs. JEPQ - Volatility Comparison
The current volatility for JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L) is 2.28%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.55%. This indicates that JEPG.L experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.