Easterly Hedged Equity Fund (JDIEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JDIEX
JDIEX charges 1.26% annually. Among mutual funds in the Options Trading category, these options have the lowest expense ratios among JDIEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | Feb 8, 2017 | JDIEX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | Feb 26, 2021 | JDIEX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | Feb 25, 2021 | JDIEX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | Sep 29, 2014 | JDIEX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | JDIEX vs GTEYX |
Best Risk-Adjusted Alternatives to JDIEX
Among mutual funds in the Options Trading category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 88 | Nov 15, 2016 | JDIEX vs PPFIX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 70 | Feb 8, 2017 | JDIEX vs EIVPX | |
| Calamos Hedged Equity Fund | 67 | Dec 30, 2014 | JDIEX vs CIHEX | |
| Catalyst Buffered Shield Fund | 61 | Apr 13, 2015 | JDIEX vs SHIIX | |
| Cavanal Hill Hedged Income Fund | 51 | Dec 27, 2020 | JDIEX vs APLIX |
Top Performing JDIEX Alternatives (YTD)
JDIEX alternatives from the Options Trading category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 1.35% | Nov 15, 2016 | JDIEX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -0.47% | Apr 1, 2012 | JDIEX vs STTIX | |
| Rational Tactical Return Fund | -1.80% | Apr 30, 2007 | JDIEX vs HRSTX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -2.03% | Feb 8, 2017 | JDIEX vs EIVPX | |
| Glenmede Secured Options Portfolio | -2.70% | Jun 29, 2010 | JDIEX vs GTSOX |
Lowest Volatility Alternatives to JDIEX
JDIEX alternatives from the Options Trading category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | 2.37% | Apr 30, 2007 | JDIEX vs HRSTX | |
| Princeton Premium Fund | 3.59% | Nov 15, 2016 | JDIEX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 4.10% | Apr 1, 2012 | JDIEX vs STTIX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.76% | Feb 26, 2021 | JDIEX vs JHQDX | |
| Swan Defined Risk Fund | 8.63% | Jul 29, 2012 | JDIEX vs SDRIX |
Lowest Drawdown Alternatives to JDIEX
JDIEX alternatives from the Options Trading category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | -2.42% | Apr 30, 2007 | JDIEX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | -2.68% | Apr 1, 2012 | JDIEX vs STTIX | |
| Princeton Premium Fund | -2.77% | Nov 15, 2016 | JDIEX vs PPFIX | |
| Swan Defined Risk Fund | -5.34% | Jul 29, 2012 | JDIEX vs SDRIX | |
| JPMorgan Hedged Equity 2 Fund Class I | -5.41% | Feb 26, 2021 | JDIEX vs JHQDX |
Other Mutual Funds from James Alpha Advisors
Most popular James Alpha Advisors mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Easterly Global Real Estate Fund | REIT | 8 | -1.25% | Oct 25, 2009 | JDIEX vs JAREX | |
| Easterly Income Opportunities Fund | Multisector Bonds | 98 | 0.25% | Aug 20, 2018 | JDIEX vs JSVIX |
Often Compared With JDIEX
What investors most often compare with JDIEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JDIEX vs JHEQX | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 46 | -10.59% | Dec 11, 2009 | JDIEX vs SCHG | |
| First Trust Long/Short Equity ETF | Long-Short, Actively Managed | 68 | -0.80% | Sep 9, 2014 | JDIEX vs FTLS | |
| NEOS Nasdaq-100 Hedged Equity Income ETF | Hedge Fund | 69 | -3.47% | Dec 19, 2019 | JDIEX vs QQQH | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | JDIEX vs SPY | |
| Fidelity Hedged Equity Fund | Large Cap Blend Equities | 58 | -5.70% | Sep 8, 2022 | JDIEX vs FEQHX | |
| JPMorgan Hedged Equity Fund | Options Trading | 26 | -5.70% | Dec 13, 2013 | JDIEX vs JHQAX |
Compare JDIEX with Any Fund or Stock
Compare JDIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.