JGPI.DE vs. JGGI.L
Compare and contrast key facts about JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) and JP Morgan Global Growth & Income plc (JGGI.L).
JGPI.DE is an actively managed fund by JPMorgan. It was launched on Nov 30, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGPI.DE or JGGI.L.
Key characteristics
| JGPI.DE | JGGI.L | |
|---|---|---|
| YTD Return | 16.17% | 20.31% |
| Daily Std Dev | 7.44% | 13.37% |
| Max Drawdown | -2.98% | -54.88% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between JGPI.DE and JGGI.L is 0.34, 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. JGGI.L - Performance Comparison
In the year-to-date period, JGPI.DE achieves a 16.17% return, which is significantly lower than JGGI.L's 20.31% 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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Risk-Adjusted Performance
JGPI.DE vs. JGGI.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 JP Morgan Global Growth & Income plc (JGGI.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. JGGI.L - Dividend Comparison
JGPI.DE's dividend yield for the trailing twelve months is around 4.89%, more than JGGI.L's 3.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGPI.DE JPMorgan Global Equity Premium Income UCITS ETF | 4.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JGGI.L JP Morgan Global Growth & Income plc | 3.32% | 3.52% | 3.99% | 3.23% | 2.55% | 0.04% | 0.04% | 0.03% | 0.02% | 0.02% | 0.01% | 1.60% |
Drawdowns
JGPI.DE vs. JGGI.L - Drawdown Comparison
The maximum JGPI.DE drawdown since its inception was -2.98%, smaller than the maximum JGGI.L drawdown of -54.88%. Use the drawdown chart below to compare losses from any high point for JGPI.DE and JGGI.L. For additional features, visit the drawdowns tool.
Volatility
JGPI.DE vs. JGGI.L - Volatility Comparison
The current volatility for JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) is 2.70%, while JP Morgan Global Growth & Income plc (JGGI.L) has a volatility of 4.09%. This indicates that JGPI.DE experiences smaller price fluctuations and is considered to be less risky than JGGI.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.