XWD1.L vs. JEPG.L
XWD1.L (Xtrackers MSCI World Swap UCITS ETF 1D) and JEPG.L (JPM Global Equity Premium Income Active UCITS ETF - USD Dist) are both Global Equities funds. XWD1.L is passively managed, while JEPG.L is actively managed. XWD1.L charges 0.19%/yr vs 0.35%/yr for JEPG.L.
Performance
XWD1.L vs. JEPG.L - Performance Comparison
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Returns By Period
XWD1.L
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JEPG.L
- 1D
- 0.00%
- 1M
- -1.49%
- YTD
- -2.66%
- 6M
- -1.72%
- 1Y
- 1.19%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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Return for Risk
XWD1.L vs. JEPG.L — Risk / Return Rank
XWD1.L
JEPG.L
XWD1.L vs. JEPG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Swap UCITS ETF 1D (XWD1.L) and JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| XWD1.L | JEPG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.13 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.71 | — |
Drawdowns
XWD1.L vs. JEPG.L - Drawdown Comparison
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Drawdown Indicators
| XWD1.L | JEPG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -8.41% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.41% | — |
Current DrawdownCurrent decline from peak | — | -7.98% | — |
Average DrawdownAverage peak-to-trough decline | — | -1.69% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.21% | — |
Volatility
XWD1.L vs. JEPG.L - Volatility Comparison
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Volatility by Period
| XWD1.L | JEPG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.57% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.60% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 9.18% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 10.93% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 10.93% | — |
XWD1.L vs. JEPG.L - Expense Ratio Comparison
XWD1.L has a 0.19% expense ratio, which is lower than JEPG.L's 0.35% expense ratio.
Dividends
XWD1.L vs. JEPG.L - Dividend Comparison
XWD1.L has not paid dividends to shareholders, while JEPG.L's dividend yield for the trailing twelve months is around 8.88%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
JEPG.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | 8.88% | 7.86% | 6.50% |
XWD1.L Xtrackers MSCI World Swap UCITS ETF 1D | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
On fees, XWD1.L is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XWD1.L is cheaper with a 0.19% expense ratio, compared with 0.35% for JEPG.L.
They also come from different issuers: Xtrackers and JPMorgan. Their fees differ too: 0.19% for XWD1.L and 0.35% for JEPG.L.
Find the right allocation for XWD1.L and JEPG.L
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