VWRD.L vs. JEPQ
Compare and contrast key facts about Vanguard FTSE All-World UCITS ETF (VWRD.L) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
VWRD.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. VWRD.L is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World Index. It was launched on Jul 23, 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: VWRD.L or JEPQ.
Correlation
The correlation between VWRD.L and JEPQ is 0.55, 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
VWRD.L vs. JEPQ - Performance Comparison
Key characteristics
VWRD.L:
1.72
JEPQ:
1.77
VWRD.L:
2.36
JEPQ:
2.34
VWRD.L:
1.31
JEPQ:
1.35
VWRD.L:
2.58
JEPQ:
2.17
VWRD.L:
10.13
JEPQ:
9.17
VWRD.L:
1.96%
JEPQ:
2.54%
VWRD.L:
11.54%
JEPQ:
13.18%
VWRD.L:
-33.83%
JEPQ:
-16.82%
VWRD.L:
-0.26%
JEPQ:
0.00%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with VWRD.L at 4.60% and JEPQ at 4.60%.
VWRD.L
4.60%
2.71%
7.36%
19.82%
10.76%
9.36%
JEPQ
4.60%
2.97%
14.50%
24.46%
N/A
N/A
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VWRD.L vs. JEPQ - Expense Ratio Comparison
VWRD.L has a 0.22% expense ratio, which is lower than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
VWRD.L vs. JEPQ — Risk-Adjusted Performance Rank
VWRD.L
JEPQ
VWRD.L vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World UCITS ETF (VWRD.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
VWRD.L vs. JEPQ - Dividend Comparison
VWRD.L's dividend yield for the trailing twelve months is around 1.46%, less than JEPQ's 9.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWRD.L Vanguard FTSE All-World UCITS ETF | 1.46% | 1.52% | 1.69% | 2.05% | 1.48% | 1.47% | 1.88% | 2.29% | 1.82% | 2.04% | 2.07% | 2.25% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.49% | 9.66% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VWRD.L vs. JEPQ - Drawdown Comparison
The maximum VWRD.L drawdown since its inception was -33.83%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for VWRD.L and JEPQ. For additional features, visit the drawdowns tool.
Volatility
VWRD.L vs. JEPQ - Volatility Comparison
Vanguard FTSE All-World UCITS ETF (VWRD.L) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) have volatilities of 3.37% and 3.32%, 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.