JEPG.L vs. JRCE.L
JEPG.L (JPM Global Equity Premium Income Active UCITS ETF - USD Dist) and JRCE.L (JPMorgan China A Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)) are both exchange-traded funds - JEPG.L is a Global Equities fund actively managed by JPMorgan, while JRCE.L is a China Equities fund tracking the MSCI China A Onshore NR CNY. JEPG.L is actively managed, while JRCE.L is passively managed. JEPG.L charges 0.35%/yr vs 0.40%/yr for JRCE.L.
Performance
JEPG.L vs. JRCE.L - Performance Comparison
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Different Trading Currencies
JEPG.L is traded in USD, while JRCE.L is traded in GBp. To make them comparable, the JRCE.L values have been converted to USD using the latest available exchange rates.
Returns By Period
JEPG.L
- 1D
- 0.00%
- 1M
- -1.49%
- YTD
- -2.66%
- 6M
- -1.72%
- 1Y
- 1.19%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JRCE.L
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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Return for Risk
JEPG.L vs. JRCE.L — Risk / Return Rank
JEPG.L
JRCE.L
JEPG.L vs. JRCE.L - Risk-Adjusted Trends 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 China A Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) (JRCE.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.
| JEPG.L | JRCE.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.03 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | — | — |
| Martin ratioReturn relative to average drawdown | 0.37 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JEPG.L | JRCE.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | — | — |
Drawdowns
JEPG.L vs. JRCE.L - Drawdown Comparison
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Drawdown Indicators
| JEPG.L | JRCE.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.41% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -8.41% | — | — |
Current DrawdownCurrent decline from peak | -7.98% | — | — |
Average DrawdownAverage peak-to-trough decline | -1.69% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | — | — |
Volatility
JEPG.L vs. JRCE.L - Volatility Comparison
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Volatility by Period
| JEPG.L | JRCE.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.57% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 6.60% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 9.18% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.93% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.93% | — | — |
JEPG.L vs. JRCE.L - Expense Ratio Comparison
JEPG.L has a 0.35% expense ratio, which is lower than JRCE.L's 0.40% expense ratio.
Dividends
JEPG.L vs. JRCE.L - Dividend Comparison
JEPG.L's dividend yield for the trailing twelve months is around 8.88%, while JRCE.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
JEPG.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | 8.88% | 7.86% | 6.50% |
JRCE.L JPMorgan China A Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
On fees, JEPG.L is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JEPG.L is cheaper with a 0.35% expense ratio, compared with 0.40% for JRCE.L.
JEPG.L is categorized as Global Equities, while JRCE.L is China Equities. Their fees differ too: 0.35% for JEPG.L and 0.40% for JRCE.L.
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