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JREJ.L vs. LDAP.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JREJ.L vs. LDAP.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan ETFs (Ireland) ICAV - Japan Research Enhanced Index Equity Active UCITS ETF USD (acc) (JREJ.L) and L&G APAC ex-Japan Quality Dividends Equal Weight ETF USD Dis (LDAP.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JREJ.L achieves a 15.17% return, which is significantly lower than LDAP.L's 17.12% return.


JREJ.L

1D
-1.74%
1M
-1.92%
6M
8.74%
YTD
15.17%
1Y
33.48%
3Y*
17.38%
5Y*
10Y*

LDAP.L

1D
1.71%
1M
-1.56%
6M
15.58%
YTD
17.12%
1Y
24.38%
3Y*
20.08%
5Y*
9.64%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JREJ.L vs. LDAP.L - Yearly Performance Comparison


Correlation

The correlation between JREJ.L and LDAP.L is 0.58, 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

0.58

Correlation (3Y)
Calculated over the trailing 3-year period

0.57

Correlation (All Time)
Calculated using the full available price history since Apr 4, 2022

0.62

The correlation between JREJ.L and LDAP.L has been stable across timeframes, ranging from 0.57 to 0.62 - a consistent structural relationship.

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Return for Risk

JREJ.L vs. LDAP.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JREJ.L
JREJ.L Risk / Return Rank: 6060
Overall Rank
JREJ.L Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
JREJ.L Sortino Ratio Rank: 5959
Sortino Ratio Rank
JREJ.L Omega Ratio Rank: 5757
Omega Ratio Rank
JREJ.L Calmar Ratio Rank: 6868
Calmar Ratio Rank
JREJ.L Martin Ratio Rank: 6262
Martin Ratio Rank

LDAP.L
LDAP.L Risk / Return Rank: 5555
Overall Rank
LDAP.L Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
LDAP.L Sortino Ratio Rank: 5858
Sortino Ratio Rank
LDAP.L Omega Ratio Rank: 5454
Omega Ratio Rank
LDAP.L Calmar Ratio Rank: 5757
Calmar Ratio Rank
LDAP.L Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JREJ.L vs. LDAP.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan ETFs (Ireland) ICAV - Japan Research Enhanced Index Equity Active UCITS ETF USD (acc) (JREJ.L) and L&G APAC ex-Japan Quality Dividends Equal Weight ETF USD Dis (LDAP.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JREJ.LLDAP.LDifference
Sharpe ratioReturn per unit of total volatility

-0.04

Sortino ratioReturn per unit of downside risk

+0.03

Omega ratioGain probability vs. loss probability

1.29

1.28

+0.01

Calmar ratioReturn relative to maximum drawdown

2.76

2.31

+0.45

Martin ratioReturn relative to average drawdown

8.78

6.22

+2.55

JREJ.L vs. LDAP.L - Sharpe Ratio Comparison

The current JREJ.L Sharpe Ratio is 1.55, which is comparable to the LDAP.L Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of JREJ.L and LDAP.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

JREJ.L vs. LDAP.L - Drawdown Comparison

The maximum JREJ.L drawdown since its inception was -20.61%, smaller than the maximum LDAP.L drawdown of -99.33%. Use the drawdown chart below to compare losses from any high point for JREJ.L and LDAP.L.


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Drawdown Indicators


JREJ.LLDAP.LDifference

Max Drawdown

Largest peak-to-trough decline

-20.61%

-99.33%

+78.72%

Max Drawdown (1Y)

Largest decline over 1 year

-12.09%

-10.85%

-1.24%

Max Drawdown (3Y)

Largest decline over 3 years

-14.89%

-24.47%

+9.58%

Max Drawdown (5Y)

Largest decline over 5 years

-34.61%

Current Drawdown

Current decline from peak

-5.23%

-98.38%

+93.15%

Average Drawdown

Average peak-to-trough decline

-4.87%

-98.71%

+93.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.81%

4.04%

-0.23%

Volatility

JREJ.L vs. LDAP.L - Volatility Comparison

JPMorgan ETFs (Ireland) ICAV - Japan Research Enhanced Index Equity Active UCITS ETF USD (acc) (JREJ.L) has a higher volatility of 6.97% compared to L&G APAC ex-Japan Quality Dividends Equal Weight ETF USD Dis (LDAP.L) at 4.91%. This indicates that JREJ.L's price experiences larger fluctuations and is considered to be riskier than LDAP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JREJ.LLDAP.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.97%

4.91%

+2.06%

Volatility (6M)

Calculated over the trailing 6-month period

17.87%

13.37%

+4.50%

Volatility (1Y)

Calculated over the trailing 1-year period

21.56%

15.84%

+5.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.54%

28.07%

-9.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.54%

51.15%

-32.61%

Dividends

JREJ.L vs. LDAP.L - Dividend Comparison

JREJ.L has not paid dividends to shareholders, while LDAP.L's dividend yield for the trailing twelve months is around 3.83%.


PositionTTM20252024202320222021
JREJ.L
JPMorgan ETFs (Ireland) ICAV - Japan Research Enhanced Index Equity Active UCITS ETF USD (acc)
0.00%0.00%0.00%0.00%0.00%0.00%
LDAP.L
L&G APAC ex-Japan Quality Dividends Equal Weight ETF USD Dis
3.83%4.23%4.86%5.25%4.92%2.23%

Frequently Asked Questions


JREJ.L and LDAP.L have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: JPMorgan and L&G.

Portfolio Optimizer

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