VDIV.DE vs. JEPQ
Compare and contrast key facts about VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.DE) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
VDIV.DE and JEPQ 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. 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: VDIV.DE or JEPQ.
Correlation
The correlation between VDIV.DE and JEPQ is 0.37, 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
VDIV.DE vs. JEPQ - Performance Comparison
Key characteristics
VDIV.DE:
2.17
JEPQ:
1.76
VDIV.DE:
2.89
JEPQ:
2.32
VDIV.DE:
1.40
JEPQ:
1.34
VDIV.DE:
3.45
JEPQ:
2.16
VDIV.DE:
13.64
JEPQ:
9.11
VDIV.DE:
1.67%
JEPQ:
2.54%
VDIV.DE:
10.50%
JEPQ:
13.20%
VDIV.DE:
-35.90%
JEPQ:
-16.82%
VDIV.DE:
0.00%
JEPQ:
0.00%
Returns By Period
In the year-to-date period, VDIV.DE achieves a 7.52% return, which is significantly higher than JEPQ's 4.36% return.
VDIV.DE
7.52%
3.21%
12.63%
20.46%
12.30%
N/A
JEPQ
4.36%
2.74%
14.46%
23.57%
N/A
N/A
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VDIV.DE vs. JEPQ - Expense Ratio Comparison
VDIV.DE has a 0.38% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
VDIV.DE vs. JEPQ — Risk-Adjusted Performance Rank
VDIV.DE
JEPQ
VDIV.DE vs. JEPQ - 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 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
VDIV.DE vs. JEPQ - Dividend Comparison
VDIV.DE's dividend yield for the trailing twelve months is around 2.39%, less than JEPQ's 9.51% 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% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.51% | 9.66% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VDIV.DE vs. JEPQ - Drawdown Comparison
The maximum VDIV.DE drawdown since its inception was -35.90%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for VDIV.DE and JEPQ. For additional features, visit the drawdowns tool.
Volatility
VDIV.DE vs. JEPQ - Volatility Comparison
The current volatility for VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (VDIV.DE) is 2.53%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.34%. This indicates that VDIV.DE 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.