WTEI.DE vs. JEPQ
Compare and contrast key facts about WisdomTree Emerging Markets Equity Income UCITS ETF (WTEI.DE) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
WTEI.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. WTEI.DE is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Emerging Markets Equity Income. It was launched on Nov 19, 2014. 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: WTEI.DE or JEPQ.
Correlation
The correlation between WTEI.DE and JEPQ is 0.41, 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
WTEI.DE vs. JEPQ - Performance Comparison
Key characteristics
WTEI.DE:
1.03
JEPQ:
1.77
WTEI.DE:
1.46
JEPQ:
2.34
WTEI.DE:
1.19
JEPQ:
1.35
WTEI.DE:
1.30
JEPQ:
2.17
WTEI.DE:
4.73
JEPQ:
9.17
WTEI.DE:
3.14%
JEPQ:
2.54%
WTEI.DE:
14.46%
JEPQ:
13.18%
WTEI.DE:
-16.73%
JEPQ:
-16.82%
WTEI.DE:
0.00%
JEPQ:
0.00%
Returns By Period
In the year-to-date period, WTEI.DE achieves a 3.72% return, which is significantly lower than JEPQ's 4.60% return.
WTEI.DE
3.72%
2.37%
6.41%
11.78%
N/A
N/A
JEPQ
4.60%
2.97%
14.50%
24.46%
N/A
N/A
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WTEI.DE vs. JEPQ - Expense Ratio Comparison
WTEI.DE has a 0.46% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
WTEI.DE vs. JEPQ — Risk-Adjusted Performance Rank
WTEI.DE
JEPQ
WTEI.DE vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets Equity Income UCITS ETF (WTEI.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
WTEI.DE vs. JEPQ - Dividend Comparison
WTEI.DE's dividend yield for the trailing twelve months is around 4.72%, less than JEPQ's 9.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
WTEI.DE WisdomTree Emerging Markets Equity Income UCITS ETF | 4.72% | 7.52% | 6.96% | 7.43% | 3.95% | 4.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
WTEI.DE vs. JEPQ - Drawdown Comparison
The maximum WTEI.DE drawdown since its inception was -16.73%, roughly equal to the maximum JEPQ drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for WTEI.DE and JEPQ. For additional features, visit the drawdowns tool.
Volatility
WTEI.DE vs. JEPQ - Volatility Comparison
The current volatility for WisdomTree Emerging Markets Equity Income UCITS ETF (WTEI.DE) is 2.30%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.34%. This indicates that WTEI.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.