ZPD9.DE vs. JEPI
Compare and contrast key facts about SPDR S&P Euro Dividend Aristocrats ESG UCITS ETF Dist (ZPD9.DE) and JPMorgan Equity Premium Income ETF (JEPI).
ZPD9.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. ZPD9.DE is a passively managed fund by State Street that tracks the performance of the S&P Euro ESG High Yield Dividend Aristocrats. It was launched on Jun 3, 2021. 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: ZPD9.DE or JEPI.
Correlation
The correlation between ZPD9.DE and JEPI is 0.05, 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
ZPD9.DE vs. JEPI - Performance Comparison
Key characteristics
Returns By Period
ZPD9.DE
N/A
N/A
N/A
N/A
N/A
N/A
JEPI
3.61%
3.67%
7.08%
13.57%
N/A
N/A
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ZPD9.DE vs. JEPI - Expense Ratio Comparison
ZPD9.DE has a 0.30% expense ratio, which is lower than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
ZPD9.DE vs. JEPI — Risk-Adjusted Performance Rank
ZPD9.DE
JEPI
ZPD9.DE vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Euro Dividend Aristocrats ESG UCITS ETF Dist (ZPD9.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
ZPD9.DE vs. JEPI - Dividend Comparison
ZPD9.DE has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 7.16%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
ZPD9.DE SPDR S&P Euro Dividend Aristocrats ESG UCITS ETF Dist | 0.00% | 0.00% | 0.00% | 0.00% | 0.47% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 7.16% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% |
Drawdowns
ZPD9.DE vs. JEPI - Drawdown Comparison
Volatility
ZPD9.DE vs. JEPI - Volatility Comparison
The current volatility for SPDR S&P Euro Dividend Aristocrats ESG UCITS ETF Dist (ZPD9.DE) is 0.00%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 1.76%. This indicates that ZPD9.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.