JGPI.DE vs. JEPI
Compare and contrast key facts about JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) and JPMorgan Equity Premium Income ETF (JEPI).
JGPI.DE and JEPI 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. JEPI is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGPI.DE or JEPI.
Correlation
The correlation between JGPI.DE and JEPI is 0.20, 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
JGPI.DE vs. JEPI - Performance Comparison
Key characteristics
JGPI.DE:
0.75
JEPI:
0.55
JGPI.DE:
1.04
JEPI:
0.85
JGPI.DE:
1.16
JEPI:
1.14
JGPI.DE:
0.73
JEPI:
0.57
JGPI.DE:
3.01
JEPI:
2.49
JGPI.DE:
2.95%
JEPI:
3.01%
JGPI.DE:
11.81%
JEPI:
13.75%
JGPI.DE:
-12.10%
JEPI:
-13.71%
JGPI.DE:
-7.00%
JEPI:
-5.22%
Returns By Period
In the year-to-date period, JGPI.DE achieves a 0.28% return, which is significantly higher than JEPI's -1.08% return.
JGPI.DE
0.28%
0.00%
2.47%
9.35%
N/A
N/A
JEPI
-1.08%
7.17%
-2.04%
6.20%
N/A
N/A
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JGPI.DE vs. JEPI - Expense Ratio Comparison
Both JGPI.DE and JEPI have an expense ratio of 0.35%.
Risk-Adjusted Performance
JGPI.DE vs. JEPI — Risk-Adjusted Performance Rank
JGPI.DE
JEPI
JGPI.DE vs. JEPI - 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 JPMorgan Equity Premium Income ETF (JEPI). 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
JGPI.DE vs. JEPI - Dividend Comparison
JGPI.DE's dividend yield for the trailing twelve months is around 6.76%, less than JEPI's 8.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
JGPI.DE JPMorgan Global Equity Premium Income UCITS ETF | 6.76% | 6.17% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 8.11% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
JGPI.DE vs. JEPI - Drawdown Comparison
The maximum JGPI.DE drawdown since its inception was -12.10%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for JGPI.DE and JEPI. For additional features, visit the drawdowns tool.
Volatility
JGPI.DE vs. JEPI - Volatility Comparison
JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) and JPMorgan Equity Premium Income ETF (JEPI) have volatilities of 8.80% and 8.67%, 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.