V3AA.DE vs. JGGI.L
Compare and contrast key facts about Vanguard ESG Global All Cap UCITS ETF (USD) Acc (V3AA.DE) and JP Morgan Global Growth & Income plc (JGGI.L).
V3AA.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Choice Index. It was launched on Mar 23, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: V3AA.DE or JGGI.L.
Key characteristics
| V3AA.DE | JGGI.L | |
|---|---|---|
| YTD Return | 9.37% | 12.87% |
| 1Y Return | 22.94% | 28.54% |
| 3Y Return (Ann) | 8.02% | 14.54% |
| Sharpe Ratio | 2.04 | 2.30 |
| Daily Std Dev | 10.28% | 11.91% |
| Max Drawdown | -20.05% | -54.88% |
| Current Drawdown | -0.42% | -0.35% |
Correlation
The correlation between V3AA.DE and JGGI.L is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
V3AA.DE vs. JGGI.L - Performance Comparison
In the year-to-date period, V3AA.DE achieves a 9.37% return, which is significantly lower than JGGI.L's 12.87% return. 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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Risk-Adjusted Performance
V3AA.DE vs. JGGI.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard ESG Global All Cap UCITS ETF (USD) Acc (V3AA.DE) and JP Morgan Global Growth & Income plc (JGGI.L). 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
V3AA.DE vs. JGGI.L - Dividend Comparison
V3AA.DE has not paid dividends to shareholders, while JGGI.L's dividend yield for the trailing twelve months is around 0.03%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
V3AA.DE Vanguard ESG Global All Cap UCITS ETF (USD) Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JGGI.L JP Morgan Global Growth & Income plc | 0.03% | 0.04% | 0.04% | 0.03% | 0.03% | 0.04% | 0.04% | 0.03% | 0.02% | 0.02% | 0.01% | 0.02% |
Drawdowns
V3AA.DE vs. JGGI.L - Drawdown Comparison
The maximum V3AA.DE drawdown since its inception was -20.05%, smaller than the maximum JGGI.L drawdown of -54.88%. Use the drawdown chart below to compare losses from any high point for V3AA.DE and JGGI.L. For additional features, visit the drawdowns tool.
Volatility
V3AA.DE vs. JGGI.L - Volatility Comparison
Vanguard ESG Global All Cap UCITS ETF (USD) Acc (V3AA.DE) and JP Morgan Global Growth & Income plc (JGGI.L) have volatilities of 3.86% and 4.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.