MWRD.L vs. JEPI
Compare and contrast key facts about Amundi Index MSCI World (MWRD.L) and JPMorgan Equity Premium Income ETF (JEPI).
MWRD.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. MWRD.L is a passively managed fund by Amundi that tracks the performance of the MSCI ACWI NR USD. It was launched on Nov 11, 2016. 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: MWRD.L or JEPI.
Key characteristics
| MWRD.L | JEPI |
|---|
Correlation
The correlation between MWRD.L and JEPI is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MWRD.L vs. JEPI - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MWRD.L vs. JEPI - Expense Ratio Comparison
MWRD.L has a 0.08% expense ratio, which is lower than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
MWRD.L vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Index MSCI World (MWRD.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
MWRD.L vs. JEPI - Dividend Comparison
MWRD.L has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 7.12%.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
MWRD.L Amundi Index MSCI World | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 7.12% | 8.40% | 11.68% | 6.59% | 5.79% |
Drawdowns
MWRD.L vs. JEPI - Drawdown Comparison
Volatility
MWRD.L vs. JEPI - Volatility Comparison
The current volatility for Amundi Index MSCI World (MWRD.L) is 0.00%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 1.85%. This indicates that MWRD.L experiences smaller price fluctuations and is considered to be less risky than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.