VUSC.DE vs. JEPI
Compare and contrast key facts about Vanguard USD Corporate 1-3 Bond UCITS ETF Distributing (VUSC.DE) and JPMorgan Equity Premium Income ETF (JEPI).
VUSC.DE and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VUSC.DE is a passively managed fund by Vanguard that tracks the performance of the Bloomberg US Corp 1-3 Yr TR USD. It was launched on May 22, 2018. JEPI is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUSC.DE or JEPI.
Correlation
The correlation between VUSC.DE and JEPI is 0.20, 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
VUSC.DE vs. JEPI - Performance Comparison
Key characteristics
VUSC.DE:
1.64
JEPI:
1.81
VUSC.DE:
2.61
JEPI:
2.44
VUSC.DE:
1.33
JEPI:
1.35
VUSC.DE:
1.85
JEPI:
2.85
VUSC.DE:
9.72
JEPI:
9.17
VUSC.DE:
0.98%
JEPI:
1.53%
VUSC.DE:
5.83%
JEPI:
7.78%
VUSC.DE:
-11.26%
JEPI:
-13.71%
VUSC.DE:
-0.66%
JEPI:
0.00%
Returns By Period
In the year-to-date period, VUSC.DE achieves a 1.59% return, which is significantly lower than JEPI's 4.37% return.
VUSC.DE
1.59%
0.81%
9.65%
10.37%
3.07%
N/A
JEPI
4.37%
2.64%
7.04%
14.21%
N/A
N/A
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VUSC.DE vs. JEPI - Expense Ratio Comparison
VUSC.DE has a 0.09% expense ratio, which is lower than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
VUSC.DE vs. JEPI — Risk-Adjusted Performance Rank
VUSC.DE
JEPI
VUSC.DE vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard USD Corporate 1-3 Bond UCITS ETF Distributing (VUSC.DE) and JPMorgan Equity Premium Income ETF (JEPI). 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
VUSC.DE vs. JEPI - Dividend Comparison
VUSC.DE's dividend yield for the trailing twelve months is around 4.09%, less than JEPI's 7.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
VUSC.DE Vanguard USD Corporate 1-3 Bond UCITS ETF Distributing | 4.09% | 4.42% | 4.11% | 1.92% | 0.85% | 1.90% | 0.92% |
JEPI JPMorgan Equity Premium Income ETF | 7.10% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% |
Drawdowns
VUSC.DE vs. JEPI - Drawdown Comparison
The maximum VUSC.DE drawdown since its inception was -11.26%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for VUSC.DE and JEPI. For additional features, visit the drawdowns tool.
Volatility
VUSC.DE vs. JEPI - Volatility Comparison
The current volatility for Vanguard USD Corporate 1-3 Bond UCITS ETF Distributing (VUSC.DE) is 0.96%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 1.66%. This indicates that VUSC.DE experiences smaller price fluctuations and is considered to be less risky than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.