2Settimana·

$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 Commenti

Yieldrology@Yield-Ahead

2Settimana

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

2Settimana

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

2Settimana

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

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GeldGenie@GeldGenie

2Settimana

@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

2Settimana

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

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Fortunus@Quiny

2Settimana

@Banana_Millionaire This is even higher at $WINC.

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Banana M.@Banana_Millionaire

2Settimana

@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

2Settimana

@Banana_Millionaire you will probably be right

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Patrick@PaFl

2Settimana

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

2Settimana

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

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Saschko@WarrenamBuffet

2Settimana

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

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Yieldrology@Yield-Ahead

2Settimana

Not quite. $INCU corresponds $BALI

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Stefan@Da_Fischi

2Settimana

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

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Oleg@ScorpionfromBW

2Settimana

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

2Settimana

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

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Oleg@ScorpionfromBW

2Settimana

@WarrenamBuffet ok, I didn't know that.

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Saschko@WarrenamBuffet

2Settimana

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