JPIB vs. VUAG.L
Compare and contrast key facts about JPMorgan International Bond Opportunities ETF (JPIB) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L).
JPIB and VUAG.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPIB is an actively managed fund by JPMorgan Chase. It was launched on Apr 5, 2017. VUAG.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 14, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPIB or VUAG.L.
Correlation
The correlation between JPIB and VUAG.L is 0.27, 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
JPIB vs. VUAG.L - Performance Comparison
Key characteristics
JPIB:
1.91
VUAG.L:
0.15
JPIB:
2.84
VUAG.L:
0.30
JPIB:
1.37
VUAG.L:
1.04
JPIB:
3.37
VUAG.L:
0.11
JPIB:
9.72
VUAG.L:
0.45
JPIB:
0.68%
VUAG.L:
5.11%
JPIB:
3.47%
VUAG.L:
15.74%
JPIB:
-13.13%
VUAG.L:
-25.61%
JPIB:
-0.46%
VUAG.L:
-16.93%
Returns By Period
In the year-to-date period, JPIB achieves a 2.04% return, which is significantly higher than VUAG.L's -13.06% return.
JPIB
2.04%
0.11%
1.20%
7.11%
3.58%
N/A
VUAG.L
-13.06%
-5.52%
-7.70%
0.60%
14.15%
N/A
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JPIB vs. VUAG.L - Expense Ratio Comparison
JPIB has a 0.50% expense ratio, which is higher than VUAG.L's 0.07% expense ratio.
Risk-Adjusted Performance
JPIB vs. VUAG.L — Risk-Adjusted Performance Rank
JPIB
VUAG.L
JPIB vs. VUAG.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Bond Opportunities ETF (JPIB) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.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.
Dividends
JPIB vs. VUAG.L - Dividend Comparison
JPIB's dividend yield for the trailing twelve months is around 4.77%, while VUAG.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
JPIB JPMorgan International Bond Opportunities ETF | 4.77% | 4.57% | 4.35% | 3.10% | 2.59% | 3.14% | 4.66% | 5.83% | 2.00% |
VUAG.L Vanguard S&P 500 UCITS ETF (USD) Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JPIB vs. VUAG.L - Drawdown Comparison
The maximum JPIB drawdown since its inception was -13.13%, smaller than the maximum VUAG.L drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for JPIB and VUAG.L. For additional features, visit the drawdowns tool.
Volatility
JPIB vs. VUAG.L - Volatility Comparison
The current volatility for JPMorgan International Bond Opportunities ETF (JPIB) is 1.51%, while Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L) has a volatility of 11.65%. This indicates that JPIB experiences smaller price fluctuations and is considered to be less risky than VUAG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.