2Mon·

$WINC vs. $JEGP

I'm interested to know why many $JEGP (-0.36%) in the portfolio, although there is also the $WINC (-0.2%) which pursues a similar strategy but has a higher return and higher distribution so far.

18 Comments

Yieldrology@Yield-Ahead

2Mon

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

2Mon

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

2Mon

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

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GeldGenie@GeldGenie

2Mon

@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

2Mon

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

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Fortunus@Quiny

2Mon

@Banana_Millionaire This is even higher at $WINC.

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Banana M.@Banana_Millionaire

2Mon

@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

2Mon

@Banana_Millionaire you will probably be right

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Patrick@PaFl

2Mon

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

2Mon

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

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SanSebastian@WarrenamBuffet

2Mon

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

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Yieldrology@Yield-Ahead

2Mon

Not quite. $INCU corresponds $BALI

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Stefan@Da_Fischi

2Mon

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

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Oleg@ScorpionfromBW

2Mon

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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SanSebastian@WarrenamBuffet

2Mon

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

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Oleg@ScorpionfromBW

2Mon

@WarrenamBuffet ok, I didn't know that.

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SanSebastian@WarrenamBuffet

2Mon

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