JGPI.DE vs. LCUS.DE
JGPI.DE (JPMorgan Global Equity Premium Income UCITS ETF) and LCUS.DE (Lyxor Core US Equity (DR) UCITS ETF - Dist) are both Large Cap Blend Equities funds. JGPI.DE is actively managed, while LCUS.DE is passively managed. At a 0.26 correlation, their price movements are largely independent. JGPI.DE charges 0.35%/yr vs 0.04%/yr for LCUS.DE.
Performance
JGPI.DE vs. LCUS.DE - Performance Comparison
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Returns By Period
JGPI.DE
- 1D
- -0.25%
- 1M
- 0.10%
- YTD
- -1.21%
- 6M
- -1.08%
- 1Y
- -0.98%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LCUS.DE
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JGPI.DE vs. LCUS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
JGPI.DE JPMorgan Global Equity Premium Income UCITS ETF | -1.21% | -0.60% | 14.79% | -1.17% |
LCUS.DE Lyxor Core US Equity (DR) UCITS ETF - Dist | 0.00% | 3.40% | 32.87% | 2.15% |
Correlation
The correlation between JGPI.DE and LCUS.DE is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 8, 2023 | 0.26 |
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Return for Risk
JGPI.DE vs. LCUS.DE — Risk / Return Rank
JGPI.DE
LCUS.DE
JGPI.DE vs. LCUS.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) and Lyxor Core US Equity (DR) UCITS ETF - Dist (LCUS.DE). 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.
| JGPI.DE | LCUS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 0.99 | — | — |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | — | — |
| Martin ratioReturn relative to average drawdown | -0.32 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JGPI.DE | LCUS.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.12 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | — | — |
Drawdowns
JGPI.DE vs. LCUS.DE - Drawdown Comparison
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Drawdown Indicators
| JGPI.DE | LCUS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.10% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -8.18% | — | — |
Current DrawdownCurrent decline from peak | -8.94% | — | — |
Average DrawdownAverage peak-to-trough decline | -4.41% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | — | — |
Volatility
JGPI.DE vs. LCUS.DE - Volatility Comparison
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Volatility by Period
| JGPI.DE | LCUS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.53% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 5.35% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 7.92% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.59% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.59% | — | — |
JGPI.DE vs. LCUS.DE - Expense Ratio Comparison
JGPI.DE has a 0.35% expense ratio, which is higher than LCUS.DE's 0.04% expense ratio.
Dividends
JGPI.DE vs. LCUS.DE - Dividend Comparison
JGPI.DE's dividend yield for the trailing twelve months is around 8.85%, while LCUS.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
JGPI.DE JPMorgan Global Equity Premium Income UCITS ETF | 8.85% | 8.18% | 6.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LCUS.DE Lyxor Core US Equity (DR) UCITS ETF - Dist | 0.00% | 0.00% | 0.84% | 0.78% | 2.27% | 1.12% | 1.52% | 1.10% | 1.30% |
Frequently Asked Questions
JGPI.DE and LCUS.DE have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LCUS.DE is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LCUS.DE is cheaper with a 0.04% expense ratio, compared with 0.35% for JGPI.DE.
They also come from different issuers: JPMorgan and Amundi. Their fees differ too: 0.35% for JGPI.DE and 0.04% for LCUS.DE.
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