VDIV.DE vs. JEPG.L
Compare and contrast key facts about VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.DE) and JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L).
VDIV.DE and JEPG.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VDIV.DE is a passively managed fund by VanEck that tracks the performance of the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. It was launched on May 23, 2016. JEPG.L 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: VDIV.DE or JEPG.L.
Correlation
The correlation between VDIV.DE and JEPG.L 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
VDIV.DE vs. JEPG.L - Performance Comparison
Key characteristics
VDIV.DE:
2.17
JEPG.L:
1.22
VDIV.DE:
2.89
JEPG.L:
1.77
VDIV.DE:
1.40
JEPG.L:
1.23
VDIV.DE:
3.45
JEPG.L:
2.13
VDIV.DE:
13.64
JEPG.L:
6.51
VDIV.DE:
1.67%
JEPG.L:
1.99%
VDIV.DE:
10.50%
JEPG.L:
10.53%
VDIV.DE:
-35.90%
JEPG.L:
-6.07%
VDIV.DE:
0.00%
JEPG.L:
0.00%
Returns By Period
In the year-to-date period, VDIV.DE achieves a 7.52% return, which is significantly higher than JEPG.L's 6.15% return.
VDIV.DE
7.52%
3.65%
11.68%
20.71%
12.40%
N/A
JEPG.L
6.15%
4.50%
4.05%
13.16%
N/A
N/A
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VDIV.DE vs. JEPG.L - Expense Ratio Comparison
VDIV.DE has a 0.38% expense ratio, which is higher than JEPG.L's 0.35% expense ratio.
Risk-Adjusted Performance
VDIV.DE vs. JEPG.L — Risk-Adjusted Performance Rank
VDIV.DE
JEPG.L
VDIV.DE vs. JEPG.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.DE) and JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.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
VDIV.DE vs. JEPG.L - Dividend Comparison
VDIV.DE's dividend yield for the trailing twelve months is around 2.39%, less than JEPG.L's 6.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
VDIV.DE VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 2.39% | 2.57% | 4.97% | 4.56% | 3.97% | 4.11% | 4.35% | 0.91% |
JEPG.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | 6.54% | 6.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VDIV.DE vs. JEPG.L - Drawdown Comparison
The maximum VDIV.DE drawdown since its inception was -35.90%, which is greater than JEPG.L's maximum drawdown of -6.07%. Use the drawdown chart below to compare losses from any high point for VDIV.DE and JEPG.L. For additional features, visit the drawdowns tool.
Volatility
VDIV.DE vs. JEPG.L - Volatility Comparison
The current volatility for VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.DE) is 1.82%, while JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L) has a volatility of 2.28%. This indicates that VDIV.DE experiences smaller price fluctuations and is considered to be less risky than JEPG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.