JGPI.DE vs. FGQD.L
Compare and contrast key facts about JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) and Fidelity Global Quality Income ETF (FGQD.L).
JGPI.DE and FGQD.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JGPI.DE is an actively managed fund by JPMorgan. It was launched on Nov 30, 2023. FGQD.L is a passively managed fund by Fidelity that tracks the performance of the Fidelity Global Quality Income index. It was launched on Mar 27, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGPI.DE or FGQD.L.
Key characteristics
| JGPI.DE | FGQD.L | |
|---|---|---|
| YTD Return | 15.92% | 14.49% |
| Daily Std Dev | 7.40% | 9.57% |
| Max Drawdown | -2.98% | -26.43% |
| Current Drawdown | -0.21% | -0.47% |
Correlation
The correlation between JGPI.DE and FGQD.L is 0.51, 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
JGPI.DE vs. FGQD.L - Performance Comparison
In the year-to-date period, JGPI.DE achieves a 15.92% return, which is significantly higher than FGQD.L's 14.49% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JGPI.DE vs. FGQD.L - Expense Ratio Comparison
JGPI.DE has a 0.35% expense ratio, which is lower than FGQD.L's 0.40% expense ratio.
Risk-Adjusted Performance
JGPI.DE vs. FGQD.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) and Fidelity Global Quality Income ETF (FGQD.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.
Not enough dataDividends
JGPI.DE vs. FGQD.L - Dividend Comparison
JGPI.DE's dividend yield for the trailing twelve months is around 5.48%, more than FGQD.L's 2.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
JGPI.DE JPMorgan Global Equity Premium Income UCITS ETF | 5.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FGQD.L Fidelity Global Quality Income ETF | 2.21% | 2.78% | 2.69% | 2.46% | 2.60% | 2.44% | 2.70% | 1.56% |
Drawdowns
JGPI.DE vs. FGQD.L - Drawdown Comparison
The maximum JGPI.DE drawdown since its inception was -2.98%, smaller than the maximum FGQD.L drawdown of -26.43%. Use the drawdown chart below to compare losses from any high point for JGPI.DE and FGQD.L. For additional features, visit the drawdowns tool.
Volatility
JGPI.DE vs. FGQD.L - Volatility Comparison
JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) and Fidelity Global Quality Income ETF (FGQD.L) have volatilities of 2.61% and 2.51%, 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.