MIVU.DE vs. JUHE.DE
MIVU.DE (Amundi MSCI USA Minimum Volatility Factor UCITS ETF) and JUHE.DE (JPM US Research Enhanced Index Equity Active UCITS ETF EUR Hedged Acc) are both Large Cap Blend Equities funds. MIVU.DE is passively managed, while JUHE.DE is actively managed. Over the past 3 years, MIVU.DE returned 9.86%/yr vs 17.13%/yr for JUHE.DE. At a 0.41 correlation, their price movements are largely independent. MIVU.DE charges 0.18%/yr vs 0.20%/yr for JUHE.DE.
Performance
MIVU.DE vs. JUHE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, MIVU.DE achieves a 4.91% return, which is significantly lower than JUHE.DE's 7.89% return.
MIVU.DE
- 1D
- -0.73%
- 1M
- 1.55%
- 6M
- 4.77%
- YTD
- 4.91%
- 1Y
- 7.32%
- 3Y*
- 9.86%
- 5Y*
- 7.12%
- 10Y*
- —
JUHE.DE
- 1D
- 0.12%
- 1M
- 0.05%
- 6M
- 8.27%
- YTD
- 7.89%
- 1Y
- 17.77%
- 3Y*
- 17.13%
- 5Y*
- —
- 10Y*
- —
MIVU.DE vs. JUHE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
MIVU.DE Amundi MSCI USA Minimum Volatility Factor UCITS ETF | 4.91% | -3.87% | 22.89% | 5.36% | -2.42% |
JUHE.DE JPM US Research Enhanced Index Equity Active UCITS ETF EUR Hedged Acc | 7.89% | 14.34% | 23.03% | 25.17% | -19.09% |
Correlation
The correlation between MIVU.DE and JUHE.DE is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Mar 29, 2022 | 0.41 |
Over the past year, the correlation between MIVU.DE and JUHE.DE has dropped to 0.17 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.
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Return for Risk
MIVU.DE vs. JUHE.DE — Risk / Return Rank
MIVU.DE
JUHE.DE
MIVU.DE vs. JUHE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI USA Minimum Volatility Factor UCITS ETF (MIVU.DE) and JPM US Research Enhanced Index Equity Active UCITS ETF EUR Hedged Acc (JUHE.DE). 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.
| MIVU.DE | JUHE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.78 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.28 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.20 | -0.69 |
| Martin ratioReturn relative to average drawdown | 3.72 | 8.94 | -5.22 |
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Drawdowns
MIVU.DE vs. JUHE.DE - Drawdown Comparison
The maximum MIVU.DE drawdown since its inception was -32.68%, which is greater than JUHE.DE's maximum drawdown of -23.01%. Use the drawdown chart below to compare losses from any high point for MIVU.DE and JUHE.DE.
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Drawdown Indicators
| MIVU.DE | JUHE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.68% | -23.01% | -9.67% |
Max Drawdown (1Y)Largest decline over 1 year | -4.83% | -8.56% | +3.73% |
Max Drawdown (3Y)Largest decline over 3 years | -14.89% | -19.02% | +4.13% |
Max Drawdown (5Y)Largest decline over 5 years | -14.89% | — | — |
Current DrawdownCurrent decline from peak | -4.84% | -0.72% | -4.12% |
Average DrawdownAverage peak-to-trough decline | -6.15% | -5.99% | -0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.11% | -0.14% |
Volatility
MIVU.DE vs. JUHE.DE - Volatility Comparison
Amundi MSCI USA Minimum Volatility Factor UCITS ETF (MIVU.DE) has a higher volatility of 2.85% compared to JPM US Research Enhanced Index Equity Active UCITS ETF EUR Hedged Acc (JUHE.DE) at 2.70%. This indicates that MIVU.DE's price experiences larger fluctuations and is considered to be riskier than JUHE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIVU.DE | JUHE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.85% | 2.70% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 6.34% | 9.11% | -2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.06% | 11.95% | -2.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.91% | 16.09% | -4.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.91% | 16.09% | -2.18% |
MIVU.DE vs. JUHE.DE - Expense Ratio Comparison
MIVU.DE has a 0.18% expense ratio, which is lower than JUHE.DE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
MIVU.DE vs. JUHE.DE - Dividend Comparison
Neither MIVU.DE nor JUHE.DE has paid dividends to shareholders.
Frequently Asked Questions
MIVU.DE and JUHE.DE have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MIVU.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MIVU.DE is cheaper with a 0.18% expense ratio, compared with 0.20% for JUHE.DE.
They also come from different issuers: Amundi and JPMorgan. Their fees differ too: 0.18% for MIVU.DE and 0.20% for JUHE.DE.
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