JPTC.L vs. MVEW.L
Compare and contrast key facts about JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPTC.L) and iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) (MVEW.L).
JPTC.L and MVEW.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPTC.L is a passively managed fund by JPMorgan that tracks the performance of the MSCI ACWI NR USD. It was launched on Nov 4, 2020. MVEW.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Apr 20, 2020. Both JPTC.L and MVEW.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
JPTC.L vs. MVEW.L - Performance Comparison
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Different Trading Currencies
JPTC.L is traded in GBp, while MVEW.L is traded in GBP. To make them comparable, the MVEW.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, JPTC.L achieves a -3.48% return, which is significantly lower than MVEW.L's 0.74% return.
JPTC.L
- 1D
- 0.08%
- 1M
- -3.17%
- YTD
- -3.48%
- 6M
- -0.65%
- 1Y
- 23.48%
- 3Y*
- 12.70%
- 5Y*
- 10.51%
- 10Y*
- —
MVEW.L
- 1D
- 0.80%
- 1M
- -1.70%
- YTD
- 0.74%
- 6M
- 2.07%
- 1Y
- 4.75%
- 3Y*
- 6.87%
- 5Y*
- 7.24%
- 10Y*
- —
JPTC.L vs. MVEW.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
JPTC.L JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) | -3.48% | 11.44% | 20.36% | 16.17% | -8.74% | 25.32% | 0.92% |
MVEW.L iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) | 0.74% | 3.73% | 12.44% | 4.00% | -0.60% | 18.17% | -1.75% |
Correlation
The correlation between JPTC.L and MVEW.L is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners. Combining low-correlation assets is one of the most reliable ways to reduce portfolio risk without sacrificing expected returns.
JPTC.L vs. MVEW.L - Expense Ratio Comparison
JPTC.L has a 0.19% expense ratio, which is lower than MVEW.L's 0.30% expense ratio.
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Return for Risk
JPTC.L vs. MVEW.L — Risk / Return Rank
JPTC.L
MVEW.L
JPTC.L vs. MVEW.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPTC.L) and iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) (MVEW.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.
| JPTC.L | MVEW.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.12 | +0.85 |
Sortino ratioReturn per unit of downside risk | 1.43 | 0.23 | +1.20 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.03 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 0.58 | +1.65 |
Martin ratioReturn relative to average drawdown | 9.30 | 1.57 | +7.73 |
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
| JPTC.L | MVEW.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.12 | +0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.74 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.62 | +0.34 |
Drawdowns
JPTC.L vs. MVEW.L - Drawdown Comparison
The maximum JPTC.L drawdown since its inception was -19.17%, which is greater than MVEW.L's maximum drawdown of -10.07%. Use the drawdown chart below to compare losses from any high point for JPTC.L and MVEW.L.
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Volatility
JPTC.L vs. MVEW.L - Volatility Comparison
JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPTC.L) has a higher volatility of 4.53% compared to iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) (MVEW.L) at 2.95%. This indicates that JPTC.L's price experiences larger fluctuations and is considered to be riskier than MVEW.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPTC.L | MVEW.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 2.95% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 8.76% | 6.00% | +2.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.91% | 10.15% | +4.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 9.81% | +5.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.38% | 10.13% | +5.25% |
Dividends
JPTC.L vs. MVEW.L - Dividend Comparison
Neither JPTC.L nor MVEW.L has paid dividends to shareholders.