ZPRR.DE vs. JEPI
Compare and contrast key facts about SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) and JPMorgan Equity Premium Income ETF (JEPI).
ZPRR.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. ZPRR.DE is a passively managed fund by State Street that tracks the performance of the Russell 2000®. It was launched on Jun 30, 2014. 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: ZPRR.DE or JEPI.
Correlation
The correlation between ZPRR.DE and JEPI is 0.44, 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
ZPRR.DE vs. JEPI - Performance Comparison
Key characteristics
ZPRR.DE:
1.02
JEPI:
1.69
ZPRR.DE:
1.62
JEPI:
2.29
ZPRR.DE:
1.20
JEPI:
1.33
ZPRR.DE:
1.69
JEPI:
2.67
ZPRR.DE:
4.37
JEPI:
8.61
ZPRR.DE:
4.57%
JEPI:
1.53%
ZPRR.DE:
19.97%
JEPI:
7.79%
ZPRR.DE:
-41.20%
JEPI:
-13.71%
ZPRR.DE:
-5.76%
JEPI:
-1.08%
Returns By Period
The year-to-date returns for both stocks are quite close, with ZPRR.DE having a 3.22% return and JEPI slightly lower at 3.20%.
ZPRR.DE
3.22%
3.67%
16.86%
19.98%
8.10%
9.76%
JEPI
3.20%
3.66%
7.58%
13.74%
N/A
N/A
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ZPRR.DE vs. JEPI - Expense Ratio Comparison
ZPRR.DE has a 0.30% expense ratio, which is lower than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
ZPRR.DE vs. JEPI — Risk-Adjusted Performance Rank
ZPRR.DE
JEPI
ZPRR.DE vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.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
ZPRR.DE vs. JEPI - Dividend Comparison
ZPRR.DE has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 7.18%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
ZPRR.DE SPDR Russell 2000 US Small Cap UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 7.18% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% |
Drawdowns
ZPRR.DE vs. JEPI - Drawdown Comparison
The maximum ZPRR.DE drawdown since its inception was -41.20%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for ZPRR.DE and JEPI. For additional features, visit the drawdowns tool.
Volatility
ZPRR.DE vs. JEPI - Volatility Comparison
SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) has a higher volatility of 4.82% compared to JPMorgan Equity Premium Income ETF (JEPI) at 1.75%. This indicates that ZPRR.DE's price experiences larger fluctuations and is considered to be riskier than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.