JMLP.DE vs. 5MVW.DE
JMLP.DE (HANetf Alerian Midstream Energy Dividend UCITS ETF) and 5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) are both Energy Equities funds - JMLP.DE tracks the Alerian Midstream Energy Dividend while 5MVW.DE tracks the MSCI World Energy. Both are passively managed. Over the past 5 years, JMLP.DE returned 23.96%/yr vs 20.31%/yr for 5MVW.DE. A 0.76 correlation means they provide meaningful diversification when combined. JMLP.DE charges 0.40%/yr vs 0.18%/yr for 5MVW.DE.
Performance
JMLP.DE vs. 5MVW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, JMLP.DE achieves a 27.39% return, which is significantly lower than 5MVW.DE's 32.79% return.
JMLP.DE
- 1D
- -1.02%
- 1M
- 0.18%
- YTD
- 27.39%
- 6M
- 24.82%
- 1Y
- 24.53%
- 3Y*
- 24.31%
- 5Y*
- 23.96%
- 10Y*
- —
5MVW.DE
- 1D
- -0.61%
- 1M
- -0.86%
- YTD
- 32.79%
- 6M
- 29.07%
- 1Y
- 44.87%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
JMLP.DE vs. 5MVW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
JMLP.DE HANetf Alerian Midstream Energy Dividend UCITS ETF | 27.39% | -5.93% | 44.53% | 15.63% | 34.66% | 55.73% | 7.58% |
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | 0.01% | 54.20% | 52.29% | 2.88% |
Correlation
The correlation between JMLP.DE and 5MVW.DE is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2020 | 0.76 |
The correlation between JMLP.DE and 5MVW.DE has been stable across timeframes, ranging from 0.68 to 0.76 - a consistent structural relationship.
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Return for Risk
JMLP.DE vs. 5MVW.DE — Risk / Return Rank
JMLP.DE
5MVW.DE
JMLP.DE vs. 5MVW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HANetf Alerian Midstream Energy Dividend UCITS ETF (JMLP.DE) and iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.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.
| JMLP.DE | 5MVW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.37 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.22 | 2.97 | -0.75 |
| Martin ratioReturn relative to average drawdown | 6.04 | 9.81 | -3.77 |
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
| JMLP.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 2.10 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.16 | 0.84 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.35 | 0.45 | +0.90 |
Drawdowns
JMLP.DE vs. 5MVW.DE - Drawdown Comparison
The maximum JMLP.DE drawdown since its inception was -22.29%, smaller than the maximum 5MVW.DE drawdown of -56.87%. Use the drawdown chart below to compare losses from any high point for JMLP.DE and 5MVW.DE.
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Drawdown Indicators
| JMLP.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.29% | -56.87% | +34.58% |
Max Drawdown (1Y)Largest decline over 1 year | -11.02% | -15.05% | +4.03% |
Max Drawdown (3Y)Largest decline over 3 years | -22.29% | -23.76% | +1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -22.29% | -23.76% | +1.47% |
Current DrawdownCurrent decline from peak | -5.15% | -7.49% | +2.34% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -13.53% | +7.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.05% | 4.56% | -0.51% |
Volatility
JMLP.DE vs. 5MVW.DE - Volatility Comparison
HANetf Alerian Midstream Energy Dividend UCITS ETF (JMLP.DE) and iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) have volatilities of 6.65% and 6.76%, 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.
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Volatility by Period
| JMLP.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 6.76% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 15.30% | 18.33% | -3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.80% | 21.33% | -2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.38% | 23.99% | -3.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.66% | 29.20% | -7.54% |
JMLP.DE vs. 5MVW.DE - Expense Ratio Comparison
JMLP.DE has a 0.40% expense ratio, which is higher than 5MVW.DE's 0.18% expense ratio.
Dividends
JMLP.DE vs. 5MVW.DE - Dividend Comparison
JMLP.DE's dividend yield for the trailing twelve months is around 2.77%, more than 5MVW.DE's 2.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.48% | 3.29% | 3.54% | 3.64% | 3.41% | 3.49% | 5.08% | 0.63% |
JMLP.DE HANetf Alerian Midstream Energy Dividend UCITS ETF | 2.77% | 3.38% | 5.41% | 11.39% | 11.27% | 14.07% | 8.95% | 0.00% |
Frequently Asked Questions
JMLP.DE and 5MVW.DE have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 5MVW.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
5MVW.DE is cheaper with a 0.18% expense ratio, compared with 0.40% for JMLP.DE.
JMLP.DE tracks Alerian Midstream Energy Dividend, while 5MVW.DE tracks MSCI World Energy. They also come from different issuers: HANetf and iShares. Their fees differ too: 0.40% for JMLP.DE and 0.18% for 5MVW.DE.
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