UDVD.L vs. JEPI
Compare and contrast key facts about SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) and JPMorgan Equity Premium Income ETF (JEPI).
UDVD.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. UDVD.L is a passively managed fund by State Street that tracks the performance of the S&P High Yield Dividend Aristocrats Index. It was launched on Oct 14, 2011. 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: UDVD.L or JEPI.
Correlation
The correlation between UDVD.L and JEPI is 0.46, 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
UDVD.L vs. JEPI - Performance Comparison
Key characteristics
UDVD.L:
1.09
JEPI:
1.67
UDVD.L:
1.59
JEPI:
2.26
UDVD.L:
1.19
JEPI:
1.32
UDVD.L:
1.13
JEPI:
2.66
UDVD.L:
3.19
JEPI:
8.56
UDVD.L:
3.48%
JEPI:
1.53%
UDVD.L:
10.16%
JEPI:
7.84%
UDVD.L:
-36.12%
JEPI:
-13.71%
UDVD.L:
-4.46%
JEPI:
-0.97%
Returns By Period
The year-to-date returns for both stocks are quite close, with UDVD.L having a 3.49% return and JEPI slightly lower at 3.35%.
UDVD.L
3.49%
2.09%
-0.09%
11.94%
7.26%
8.59%
JEPI
3.35%
1.00%
5.80%
12.11%
N/A
N/A
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UDVD.L vs. JEPI - Expense Ratio Comparison
Both UDVD.L and JEPI have an expense ratio of 0.35%.
Risk-Adjusted Performance
UDVD.L vs. JEPI — Risk-Adjusted Performance Rank
UDVD.L
JEPI
UDVD.L vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.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
UDVD.L vs. JEPI - Dividend Comparison
UDVD.L's dividend yield for the trailing twelve months is around 1.96%, less than JEPI's 7.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDVD.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 1.96% | 2.03% | 2.24% | 2.13% | 2.15% | 2.36% | 2.01% | 2.27% | 1.78% | 1.83% | 2.06% | 1.76% |
JEPI JPMorgan Equity Premium Income ETF | 7.17% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UDVD.L vs. JEPI - Drawdown Comparison
The maximum UDVD.L drawdown since its inception was -36.12%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for UDVD.L and JEPI. For additional features, visit the drawdowns tool.
Volatility
UDVD.L vs. JEPI - Volatility Comparison
SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) has a higher volatility of 2.28% compared to JPMorgan Equity Premium Income ETF (JEPI) at 1.79%. This indicates that UDVD.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.