UDVD.L vs. JEPQ
Compare and contrast key facts about SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
UDVD.L and JEPQ 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. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UDVD.L or JEPQ.
Correlation
The correlation between UDVD.L and JEPQ is 0.30, 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
UDVD.L vs. JEPQ - Performance Comparison
Key characteristics
UDVD.L:
1.04
JEPQ:
1.81
UDVD.L:
1.53
JEPQ:
2.38
UDVD.L:
1.18
JEPQ:
1.35
UDVD.L:
1.08
JEPQ:
2.22
UDVD.L:
3.12
JEPQ:
9.37
UDVD.L:
3.40%
JEPQ:
2.54%
UDVD.L:
10.20%
JEPQ:
13.19%
UDVD.L:
-36.12%
JEPQ:
-16.82%
UDVD.L:
-5.79%
JEPQ:
0.00%
Returns By Period
In the year-to-date period, UDVD.L achieves a 2.05% return, which is significantly lower than JEPQ's 4.17% return.
UDVD.L
2.05%
2.45%
0.80%
11.20%
6.82%
8.51%
JEPQ
4.17%
3.31%
15.14%
22.79%
N/A
N/A
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UDVD.L vs. JEPQ - Expense Ratio Comparison
Both UDVD.L and JEPQ have an expense ratio of 0.35%.
Risk-Adjusted Performance
UDVD.L vs. JEPQ — Risk-Adjusted Performance Rank
UDVD.L
JEPQ
UDVD.L vs. JEPQ - 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 Nasdaq Equity Premium Income ETF (JEPQ). 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. JEPQ - Dividend Comparison
UDVD.L's dividend yield for the trailing twelve months is around 1.99%, less than JEPQ's 9.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDVD.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 1.99% | 2.03% | 2.24% | 2.13% | 2.15% | 2.36% | 2.01% | 2.27% | 1.78% | 1.83% | 2.06% | 1.76% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.53% | 9.66% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UDVD.L vs. JEPQ - Drawdown Comparison
The maximum UDVD.L drawdown since its inception was -36.12%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for UDVD.L and JEPQ. For additional features, visit the drawdowns tool.
Volatility
UDVD.L vs. JEPQ - Volatility Comparison
The current volatility for SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) is 2.75%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.51%. This indicates that UDVD.L experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.