VHYD.L vs. JEPQ
Compare and contrast key facts about Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing (VHYD.L) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
VHYD.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. VHYD.L is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World High Dividend Yield Index. It was launched on Sep 24, 2019. 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: VHYD.L or JEPQ.
Correlation
The correlation between VHYD.L and JEPQ is 0.38, 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
VHYD.L vs. JEPQ - Performance Comparison
Key characteristics
VHYD.L:
1.43
JEPQ:
1.70
VHYD.L:
1.99
JEPQ:
2.25
VHYD.L:
1.25
JEPQ:
1.33
VHYD.L:
2.15
JEPQ:
2.10
VHYD.L:
5.99
JEPQ:
8.84
VHYD.L:
2.43%
JEPQ:
2.54%
VHYD.L:
10.12%
JEPQ:
13.25%
VHYD.L:
-36.60%
JEPQ:
-16.82%
VHYD.L:
0.00%
JEPQ:
-1.61%
Returns By Period
In the year-to-date period, VHYD.L achieves a 6.66% return, which is significantly higher than JEPQ's 2.92% return.
VHYD.L
6.66%
3.60%
3.76%
14.85%
8.14%
6.49%
JEPQ
2.92%
-0.37%
12.81%
20.33%
N/A
N/A
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VHYD.L vs. JEPQ - Expense Ratio Comparison
VHYD.L has a 0.29% expense ratio, which is lower than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
VHYD.L vs. JEPQ — Risk-Adjusted Performance Rank
VHYD.L
JEPQ
VHYD.L vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing (VHYD.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
VHYD.L vs. JEPQ - Dividend Comparison
VHYD.L's dividend yield for the trailing twelve months is around 2.95%, less than JEPQ's 9.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHYD.L Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing | 2.95% | 3.15% | 3.31% | 3.72% | 3.14% | 2.90% | 3.23% | 3.77% | 2.96% | 3.16% | 3.32% | 3.82% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.64% | 9.66% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VHYD.L vs. JEPQ - Drawdown Comparison
The maximum VHYD.L drawdown since its inception was -36.60%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for VHYD.L and JEPQ. For additional features, visit the drawdowns tool.
Volatility
VHYD.L vs. JEPQ - Volatility Comparison
The current volatility for Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing (VHYD.L) is 2.07%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.55%. This indicates that VHYD.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.