1Mon·

$WINC vs. $JEGP

I'm interested to know why many $JEGP (-0.17%) in the portfolio, although there is also the $WINC (-0.15%) which pursues a similar strategy but has a higher return and higher distribution so far.

18 Comments

Yieldrology@Yield-Ahead

1Mon

The two have very different profiles. One is strongly oriented towards the MSCI World Minimum Volatility Index (JEPG). The other is based instead on the classic MSCI World with its usual composition (WINC). I don't need that in my portfolio, for example. It would be too redundant for me. That's why JPM's active approach is more interesting for me.

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GeldGenie@GeldGenie

1Mon

Benchmarking function needed? 👍 The ETFs are practically the same, but differ in performance depending on the section, logically due to the reference value. Soooo I can't quite understand your point.

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Fortunus@Quiny

1Mon

@GeldGenie Equal is definitely something else for me.
+10,4% != +4,3%

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GeldGenie@GeldGenie

1Mon

@Quiny Sooo in CHF at least it was the difference I quoted. If there was a PN I could show it 😅

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Banana M.@Banana_Millionaire

1Mon

I honestly believe that most people are only interested in the monthly payout 😂

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Fortunus@Quiny

1Mon

@Banana_Millionaire This is even higher at $WINC.

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Banana M.@Banana_Millionaire

1Mon

@Quiny I mean the frequency. The $WINC distributes in January, April, July and October. The $JEGP every month.
It's completely banal, but many people have developed a fetish for it.

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Yieldrology@Yield-Ahead

1Mon

@Banana_Millionaire you will probably be right

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Patrick@PaFl

1Mon

The $WINC is "relatively" just under 18 months, I think. The volume of the ETF has been rising well since then $JEGP has been around for longer and is also better known. If you are purely interested in the distribution and less in the composition, I would give $WINC a chance.

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CieloAzul@Cieloazul

1Mon

The Winc is the same as the Bali in the USA, isn't it?

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Saschko@WarrenamBuffet

1Mon

@Cieloazul sure? But yes, it looks very similar...

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Yieldrology@Yield-Ahead

1Mon

Not quite. $INCU corresponds $BALI

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Stefan@Da_Fischi

1Mon

Because of the volatility, you can see the difference between the two very well in April.

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Oleg@ScorpionfromBW

1Mon

Perhaps because of the TER, which is more than twice as low, and the fund volume, which is more than 10 times higher? In addition, the values and the breakdown are already different

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Saschko@WarrenamBuffet

1Mon

@ScorpionfromBW the display here is not correct, both have TER 0.35

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Oleg@ScorpionfromBW

1Mon

@WarrenamBuffet ok, I didn't know that.

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Saschko@WarrenamBuffet

1Mon

@ScorpionfromBW yes that annoys me about getquin, some of the data is old or simply not correct