JEPG.L vs. URTH
Compare and contrast key facts about JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L) and iShares MSCI World ETF (URTH).
JEPG.L and URTH 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. URTH is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Jan 10, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JEPG.L or URTH.
Correlation
The correlation between JEPG.L and URTH is 0.30, 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. URTH - Performance Comparison
Key characteristics
JEPG.L:
1.22
URTH:
1.56
JEPG.L:
1.77
URTH:
2.14
JEPG.L:
1.23
URTH:
1.28
JEPG.L:
2.13
URTH:
2.30
JEPG.L:
6.51
URTH:
9.10
JEPG.L:
1.99%
URTH:
2.08%
JEPG.L:
10.53%
URTH:
12.15%
JEPG.L:
-6.07%
URTH:
-34.01%
JEPG.L:
0.00%
URTH:
-1.71%
Returns By Period
In the year-to-date period, JEPG.L achieves a 6.15% return, which is significantly higher than URTH's 3.72% return.
JEPG.L
6.15%
4.50%
4.05%
13.16%
N/A
N/A
URTH
3.72%
0.24%
5.58%
16.78%
11.67%
10.08%
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JEPG.L vs. URTH - Expense Ratio Comparison
JEPG.L has a 0.35% expense ratio, which is higher than URTH's 0.24% expense ratio.
Risk-Adjusted Performance
JEPG.L vs. URTH — Risk-Adjusted Performance Rank
JEPG.L
URTH
JEPG.L vs. URTH - 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 iShares MSCI World ETF (URTH). 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. URTH - Dividend Comparison
JEPG.L's dividend yield for the trailing twelve months is around 6.54%, more than URTH's 1.42% 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% |
URTH iShares MSCI World ETF | 1.42% | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.14% | 2.35% | 2.32% |
Drawdowns
JEPG.L vs. URTH - Drawdown Comparison
The maximum JEPG.L drawdown since its inception was -6.07%, smaller than the maximum URTH drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for JEPG.L and URTH. For additional features, visit the drawdowns tool.
Volatility
JEPG.L vs. URTH - Volatility Comparison
The current volatility for JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L) is 2.28%, while iShares MSCI World ETF (URTH) has a volatility of 3.07%. This indicates that JEPG.L experiences smaller price fluctuations and is considered to be less risky than URTH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.