TSWE.DE vs. JGPI.DE
Compare and contrast key facts about VanEck Sustainable World Equal Weight UCITS ETF A (TSWE.DE) and JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE).
TSWE.DE and JGPI.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TSWE.DE is a passively managed fund by VanEck that tracks the performance of the Solactive Sustainable World Equity. It was launched on May 3, 2013. JGPI.DE is an actively managed fund by JPMorgan. It was launched on Nov 30, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TSWE.DE or JGPI.DE.
Key characteristics
| TSWE.DE | JGPI.DE | |
|---|---|---|
| YTD Return | 10.73% | 10.31% |
| Daily Std Dev | 10.63% | 7.02% |
| Max Drawdown | -33.91% | -2.98% |
| Current Drawdown | -0.40% | -1.59% |
Correlation
The correlation between TSWE.DE and JGPI.DE is 0.49, 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
TSWE.DE vs. JGPI.DE - Performance Comparison
The year-to-date returns for both stocks are quite close, with TSWE.DE having a 10.73% return and JGPI.DE slightly lower at 10.31%. 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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TSWE.DE vs. JGPI.DE - Expense Ratio Comparison
TSWE.DE has a 0.20% expense ratio, which is lower than JGPI.DE's 0.35% expense ratio.
Risk-Adjusted Performance
TSWE.DE vs. JGPI.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Sustainable World Equal Weight UCITS ETF A (TSWE.DE) and JPMorgan Global Equity Premium Income UCITS ETF (JGPI.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.
Not enough dataDividends
TSWE.DE vs. JGPI.DE - Dividend Comparison
TSWE.DE has not paid dividends to shareholders, while JGPI.DE's dividend yield for the trailing twelve months is around 4.62%.
| TTM | |
|---|---|
TSWE.DE VanEck Sustainable World Equal Weight UCITS ETF A | 0.00% |
JGPI.DE JPMorgan Global Equity Premium Income UCITS ETF | 4.62% |
Drawdowns
TSWE.DE vs. JGPI.DE - Drawdown Comparison
The maximum TSWE.DE drawdown since its inception was -33.91%, which is greater than JGPI.DE's maximum drawdown of -2.98%. Use the drawdown chart below to compare losses from any high point for TSWE.DE and JGPI.DE. For additional features, visit the drawdowns tool.
Volatility
TSWE.DE vs. JGPI.DE - Volatility Comparison
VanEck Sustainable World Equal Weight UCITS ETF A (TSWE.DE) has a higher volatility of 4.01% compared to JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) at 2.82%. This indicates that TSWE.DE's price experiences larger fluctuations and is considered to be riskier than JGPI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.