JEPG.L vs. QYLD
Compare and contrast key facts about JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L) and Global X NASDAQ 100 Covered Call ETF (QYLD).
JEPG.L and QYLD 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. QYLD is a passively managed fund by Global X that tracks the performance of the CBOE NASDAQ-100 Buy Write V2. It was launched on Dec 12, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JEPG.L or QYLD.
Correlation
The correlation between JEPG.L and QYLD 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. QYLD - Performance Comparison
Key characteristics
JEPG.L:
1.22
QYLD:
1.74
JEPG.L:
1.77
QYLD:
2.37
JEPG.L:
1.23
QYLD:
1.40
JEPG.L:
2.13
QYLD:
2.43
JEPG.L:
6.51
QYLD:
12.86
JEPG.L:
1.99%
QYLD:
1.46%
JEPG.L:
10.53%
QYLD:
10.86%
JEPG.L:
-6.07%
QYLD:
-24.75%
JEPG.L:
0.00%
QYLD:
-1.70%
Returns By Period
In the year-to-date period, JEPG.L achieves a 6.15% return, which is significantly higher than QYLD's 2.74% return.
JEPG.L
6.15%
4.50%
4.05%
13.16%
N/A
N/A
QYLD
2.74%
-0.11%
10.07%
17.21%
7.63%
8.79%
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JEPG.L vs. QYLD - Expense Ratio Comparison
JEPG.L has a 0.35% expense ratio, which is lower than QYLD's 0.60% expense ratio.
Risk-Adjusted Performance
JEPG.L vs. QYLD — Risk-Adjusted Performance Rank
JEPG.L
QYLD
JEPG.L vs. QYLD - 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 Global X NASDAQ 100 Covered Call ETF (QYLD). 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. QYLD - Dividend Comparison
JEPG.L's dividend yield for the trailing twelve months is around 6.54%, less than QYLD's 11.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
QYLD Global X NASDAQ 100 Covered Call ETF | 11.38% | 12.50% | 11.78% | 13.75% | 12.85% | 11.16% | 9.84% | 12.44% | 7.69% | 9.15% | 9.42% | 10.74% |
Drawdowns
JEPG.L vs. QYLD - Drawdown Comparison
The maximum JEPG.L drawdown since its inception was -6.07%, smaller than the maximum QYLD drawdown of -24.75%. Use the drawdown chart below to compare losses from any high point for JEPG.L and QYLD. For additional features, visit the drawdowns tool.
Volatility
JEPG.L vs. QYLD - Volatility Comparison
The current volatility for JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L) is 2.28%, while Global X NASDAQ 100 Covered Call ETF (QYLD) has a volatility of 2.85%. This indicates that JEPG.L experiences smaller price fluctuations and is considered to be less risky than QYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.