JURE.L vs. LDCU.L
Compare and contrast key facts about JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) (JURE.L) and PIMCO US Low Duration Corporate Bond UCITS ETF Dist (LDCU.L).
JURE.L and LDCU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JURE.L is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 TR USD. It was launched on Oct 10, 2018. LDCU.L is a passively managed fund by PIMCO that tracks the performance of the Bloomberg US Corp 1-3 Yr TR USD. It was launched on Nov 17, 2014. Both JURE.L and LDCU.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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JURE.L or LDCU.L.
Key characteristics
| JURE.L | LDCU.L | |
|---|---|---|
| YTD Return | 15.66% | 5.07% |
| 1Y Return | 20.36% | 8.78% |
| 3Y Return (Ann) | 12.24% | 1.64% |
| 5Y Return (Ann) | 14.87% | 2.52% |
| Sharpe Ratio | 1.84 | 2.83 |
| Daily Std Dev | 11.53% | 3.12% |
| Max Drawdown | -26.13% | -9.42% |
| Current Drawdown | -1.83% | -0.24% |
Correlation
The correlation between JURE.L and LDCU.L is 0.10, 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
JURE.L vs. LDCU.L - Performance Comparison
In the year-to-date period, JURE.L achieves a 15.66% return, which is significantly higher than LDCU.L's 5.07% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JURE.L vs. LDCU.L - Expense Ratio Comparison
JURE.L has a 0.20% expense ratio, which is lower than LDCU.L's 0.49% expense ratio.
Risk-Adjusted Performance
JURE.L vs. LDCU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) (JURE.L) and PIMCO US Low Duration Corporate Bond UCITS ETF Dist (LDCU.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
JURE.L vs. LDCU.L - Dividend Comparison
JURE.L has not paid dividends to shareholders, while LDCU.L's dividend yield for the trailing twelve months is around 4.16%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JURE.L JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LDCU.L PIMCO US Low Duration Corporate Bond UCITS ETF Dist | 4.16% | 3.44% | 1.93% | 1.77% | 2.17% | 2.96% | 2.75% | 2.26% | 2.37% | 2.13% | 0.10% |
Drawdowns
JURE.L vs. LDCU.L - Drawdown Comparison
The maximum JURE.L drawdown since its inception was -26.13%, which is greater than LDCU.L's maximum drawdown of -9.42%. Use the drawdown chart below to compare losses from any high point for JURE.L and LDCU.L. For additional features, visit the drawdowns tool.
Volatility
JURE.L vs. LDCU.L - Volatility Comparison
JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) (JURE.L) has a higher volatility of 4.49% compared to PIMCO US Low Duration Corporate Bond UCITS ETF Dist (LDCU.L) at 0.82%. This indicates that JURE.L's price experiences larger fluctuations and is considered to be riskier than LDCU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.