LAUU.L vs. JEPI
Compare and contrast key facts about Lyxor Australia (S&P/ASX 200) UCITS ETF - Dist (LAUU.L) and JPMorgan Equity Premium Income ETF (JEPI).
LAUU.L and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LAUU.L is a passively managed fund by Amundi that tracks the performance of the MSCI Australia NR USD. It was launched on Mar 26, 2010. JEPI is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LAUU.L or JEPI.
Correlation
The correlation between LAUU.L and JEPI is 0.39, 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
LAUU.L vs. JEPI - Performance Comparison
Key characteristics
LAUU.L:
0.34
JEPI:
1.86
LAUU.L:
0.56
JEPI:
2.51
LAUU.L:
1.07
JEPI:
1.36
LAUU.L:
0.40
JEPI:
2.95
LAUU.L:
1.16
JEPI:
9.84
LAUU.L:
5.01%
JEPI:
1.48%
LAUU.L:
17.32%
JEPI:
7.81%
LAUU.L:
-45.03%
JEPI:
-13.71%
LAUU.L:
-12.01%
JEPI:
-2.53%
Returns By Period
In the year-to-date period, LAUU.L achieves a 2.22% return, which is significantly higher than JEPI's 1.69% return.
LAUU.L
2.22%
-0.88%
-3.88%
6.34%
3.58%
N/A
JEPI
1.69%
1.98%
7.09%
14.01%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LAUU.L vs. JEPI - Expense Ratio Comparison
LAUU.L has a 0.40% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
LAUU.L vs. JEPI — Risk-Adjusted Performance Rank
LAUU.L
JEPI
LAUU.L vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor Australia (S&P/ASX 200) UCITS ETF - Dist (LAUU.L) and JPMorgan Equity Premium Income ETF (JEPI). 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
LAUU.L vs. JEPI - Dividend Comparison
LAUU.L has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 7.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
LAUU.L Lyxor Australia (S&P/ASX 200) UCITS ETF - Dist | 0.00% | 0.00% | 3.13% | 4.48% | 2.86% | 1.94% | 3.50% | 3.96% |
JEPI JPMorgan Equity Premium Income ETF | 7.21% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% | 0.00% | 0.00% |
Drawdowns
LAUU.L vs. JEPI - Drawdown Comparison
The maximum LAUU.L drawdown since its inception was -45.03%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for LAUU.L and JEPI. For additional features, visit the drawdowns tool.
Volatility
LAUU.L vs. JEPI - Volatility Comparison
Lyxor Australia (S&P/ASX 200) UCITS ETF - Dist (LAUU.L) has a higher volatility of 4.66% compared to JPMorgan Equity Premium Income ETF (JEPI) at 3.66%. This indicates that LAUU.L's price experiences larger fluctuations and is considered to be riskier than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.