Easterly Hedged Equity Fund (JDIEX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JDIEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JDIEX
JDIEX charges 1.26% annually. There are 16 mutual funds in the Options Trading category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | JDIEX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | JDIEX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | JDIEX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | JDIEX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | JDIEX vs GTEYX |
Best Risk-Adjusted Alternatives to JDIEX
JDIEX has a PortfoliosLab risk / return rank of 91. There are 2 mutual funds in the Options Trading category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 100 | — | Nov 2016 | JDIEX vs PPFIX | |
| MAI Managed Volatility Fund | 93 | — | Sep 2010 | JDIEX vs MAIPX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 91 | — | Feb 2017 | JDIEX vs EIVPX | |
| Glenmede Secured Options Portfolio | 87 | — | Jun 2010 | JDIEX vs GTSOX | |
| Gateway Equity Call Premium Fund | 86 | — | Sep 2014 | JDIEX vs GCPYX |
Top Performing JDIEX Alternatives (YTD)
JDIEX is at 8.68% YTD. There is 1 mutual fund in the Options Trading category with a higher YTD return, going as high as 10.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AlphaCentric Premium Opportunity Fund | 10.28% | — | Sep 2016 | JDIEX vs HMXIX | |
| Swan Defined Risk Growth Fund | 6.92% | — | Dec 2018 | JDIEX vs SDAIX | |
| Swan Defined Risk Fund | 6.77% | — | Jul 2012 | JDIEX vs SDRIX | |
| Calamos Hedged Equity Fund | 6.67% | — | Dec 2014 | JDIEX vs CIHEX | |
| Cboe Vest US Large Cap 10% Buffer Fund | 6.52% | — | Aug 2016 | JDIEX vs BUIGX |
Lowest Volatility Alternatives to JDIEX
JDIEX has 6.31% 1-year volatility. There are 8 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.84% | — | Nov 2016 | JDIEX vs PPFIX | |
| Rational Tactical Return Fund | 3.49% | — | Apr 2007 | JDIEX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | 3.65% | — | Apr 2012 | JDIEX vs STTIX | |
| MAI Managed Volatility Fund | 4.70% | — | Sep 2010 | JDIEX vs MAIPX | |
| Beacon Planned Return Strategy Fund | 5.14% | — | Oct 2017 | JDIEX vs BPRLX |
Lowest Drawdown Alternatives to JDIEX
JDIEX has a 1-year max drawdown of -3.49%. There are 4 mutual funds in the Options Trading category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | -0.25% | — | Nov 2016 | JDIEX vs PPFIX | |
| Rational Tactical Return Fund | -2.42% | — | Apr 2007 | JDIEX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | -2.86% | — | Apr 2012 | JDIEX vs STTIX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | JDIEX vs MAIPX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -3.81% | — | Feb 2017 | JDIEX vs EIVPX |
Other Mutual Funds from James Alpha Advisors
The 2 most viewed James Alpha Advisors mutual funds shown here include JAREX, JSVIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Easterly Global Real Estate Fund | REIT | 5 | 8.70% | — | Oct 2009 | JDIEX vs JAREX | |
| Easterly Income Opportunities Fund | Multisector Bonds | 79 | 0.37% | — | Aug 2018 | JDIEX vs JSVIX |
Often Compared With JDIEX
Investors most often compare JDIEX with JHEQX, QQQH, FTLS. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare JDIEX with Any Fund or Stock
Compare JDIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JDIEX with funds that move differently
Easterly Hedged Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JDIEX.
Explore JDIEX Diversifiers