JGLO vs. IWDA.L
Compare and contrast key facts about Jpmorgan Global Select Equity ETF (JGLO) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L).
JGLO and IWDA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JGLO is an actively managed fund by JPMorgan. It was launched on Sep 13, 2023. IWDA.L is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Sep 25, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGLO or IWDA.L.
Correlation
The correlation between JGLO and IWDA.L is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JGLO vs. IWDA.L - Performance Comparison
Key characteristics
JGLO:
1.63
IWDA.L:
1.76
JGLO:
2.28
IWDA.L:
2.46
JGLO:
1.29
IWDA.L:
1.32
JGLO:
2.43
IWDA.L:
2.71
JGLO:
9.45
IWDA.L:
10.83
JGLO:
2.05%
IWDA.L:
1.89%
JGLO:
11.86%
IWDA.L:
11.57%
JGLO:
-7.96%
IWDA.L:
-34.11%
JGLO:
-3.26%
IWDA.L:
-3.30%
Returns By Period
In the year-to-date period, JGLO achieves a 1.08% return, which is significantly higher than IWDA.L's -0.06% return.
JGLO
1.08%
-2.48%
0.35%
18.94%
N/A
N/A
IWDA.L
-0.06%
-2.57%
3.94%
19.89%
11.13%
10.29%
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JGLO vs. IWDA.L - Expense Ratio Comparison
JGLO has a 0.47% expense ratio, which is higher than IWDA.L's 0.20% expense ratio.
Risk-Adjusted Performance
JGLO vs. IWDA.L — Risk-Adjusted Performance Rank
JGLO
IWDA.L
JGLO vs. IWDA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jpmorgan Global Select Equity ETF (JGLO) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.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
JGLO vs. IWDA.L - Dividend Comparison
JGLO's dividend yield for the trailing twelve months is around 1.98%, while IWDA.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | |
|---|---|---|---|
JGLO Jpmorgan Global Select Equity ETF | 1.98% | 2.00% | 0.32% |
IWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% |
Drawdowns
JGLO vs. IWDA.L - Drawdown Comparison
The maximum JGLO drawdown since its inception was -7.96%, smaller than the maximum IWDA.L drawdown of -34.11%. Use the drawdown chart below to compare losses from any high point for JGLO and IWDA.L. For additional features, visit the drawdowns tool.
Volatility
JGLO vs. IWDA.L - Volatility Comparison
Jpmorgan Global Select Equity ETF (JGLO) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L) have volatilities of 3.69% and 3.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.