WLD.MI vs. JGPI.DE
Compare and contrast key facts about Lyxor UCITS MSCI World D-EUR (WLD.MI) and JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE).
WLD.MI and JGPI.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WLD.MI is a passively managed fund by Amundi that tracks the performance of the MSCI World Index. It was launched on Jun 2, 2021. JGPI.DE 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: WLD.MI or JGPI.DE.
Correlation
The correlation between WLD.MI and JGPI.DE is 0.22, 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
WLD.MI vs. JGPI.DE - Performance Comparison
Key characteristics
WLD.MI:
0.19
JGPI.DE:
0.66
WLD.MI:
0.36
JGPI.DE:
0.92
WLD.MI:
1.06
JGPI.DE:
1.14
WLD.MI:
0.15
JGPI.DE:
0.65
WLD.MI:
0.60
JGPI.DE:
2.84
WLD.MI:
5.48%
JGPI.DE:
2.76%
WLD.MI:
17.02%
JGPI.DE:
11.79%
WLD.MI:
-53.28%
JGPI.DE:
-12.10%
WLD.MI:
-14.86%
JGPI.DE:
-8.24%
Returns By Period
In the year-to-date period, WLD.MI achieves a -10.89% return, which is significantly lower than JGPI.DE's -1.10% return.
WLD.MI
-10.89%
-5.34%
-7.04%
3.27%
12.33%
8.98%
JGPI.DE
-1.10%
-5.37%
-0.13%
7.86%
N/A
N/A
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WLD.MI vs. JGPI.DE - Expense Ratio Comparison
WLD.MI has a 0.30% expense ratio, which is lower than JGPI.DE's 0.35% expense ratio.
Risk-Adjusted Performance
WLD.MI vs. JGPI.DE — Risk-Adjusted Performance Rank
WLD.MI
JGPI.DE
WLD.MI vs. JGPI.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor UCITS MSCI World D-EUR (WLD.MI) and JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE). 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
WLD.MI vs. JGPI.DE - Dividend Comparison
WLD.MI's dividend yield for the trailing twelve months is around 1.82%, less than JGPI.DE's 6.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WLD.MI Lyxor UCITS MSCI World D-EUR | 1.82% | 1.62% | 1.36% | 1.96% | 1.31% | 1.58% | 1.49% | 2.37% | 2.06% | 2.34% | 2.55% | 1.72% |
JGPI.DE JPMorgan Global Equity Premium Income UCITS ETF | 6.85% | 6.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WLD.MI vs. JGPI.DE - Drawdown Comparison
The maximum WLD.MI drawdown since its inception was -53.28%, which is greater than JGPI.DE's maximum drawdown of -12.10%. Use the drawdown chart below to compare losses from any high point for WLD.MI and JGPI.DE. For additional features, visit the drawdowns tool.
Volatility
WLD.MI vs. JGPI.DE - Volatility Comparison
Lyxor UCITS MSCI World D-EUR (WLD.MI) has a higher volatility of 12.70% compared to JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) at 9.55%. This indicates that WLD.MI's price experiences larger fluctuations and is considered to be riskier than JGPI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.