2Semana·

$WINC vs. $JEGP

I'm interested to know why many $JEGP (+0,48 %) in the portfolio, although there is also the $WINC (+0,55 %) which pursues a similar strategy but has a higher return and higher distribution so far.

18 Comentarios

Yieldrology@Yield-Ahead

2Semana

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.

•

GeldGenie@GeldGenie

2Semana

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.

•

Fortunus@Quiny

2Semana

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

••

GeldGenie@GeldGenie

2Semana

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

••

Banana M.@Banana_Millionaire

2Semana

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

•

Fortunus@Quiny

2Semana

@Banana_Millionaire This is even higher at $WINC.

••

Banana M.@Banana_Millionaire

2Semana

@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.

•

Yieldrology@Yield-Ahead

2Semana

@Banana_Millionaire you will probably be right

••

Patrick@PaFl

2Semana

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.

•

CieloAzul@Cieloazul

2Semana

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

•

Saschko@WarrenamBuffet

2Semana

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

•

Yieldrology@Yield-Ahead

2Semana

Not quite. $INCU corresponds $BALI

•

Stefan@Da_Fischi

2Semana

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

••

Oleg@ScorpionfromBW

2Semana

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

••

Saschko@WarrenamBuffet

2Semana

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

•

Oleg@ScorpionfromBW

2Semana

@WarrenamBuffet ok, I didn't know that.

••

Saschko@WarrenamBuffet

2Semana

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