JPMorgan Hedged Equity Fund (JHQAX) 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 JHQAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JHQAX
JHQAX charges 0.83% annually. There are 5 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 | JHQAX vs EIVPX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | JHQAX vs JHQTX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | JHQAX vs JHQDX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | JHQAX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | JHQAX vs GTEYX |
Best Risk-Adjusted Alternatives to JHQAX
JHQAX has a PortfoliosLab risk / return rank of 13. There are 23 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 | JHQAX vs PPFIX | |
| MAI Managed Volatility Fund | 92 | — | Sep 2010 | JHQAX vs MAIPX | |
| Glenmede Secured Options Portfolio | 91 | — | Jun 2010 | JHQAX vs GTSOX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 88 | — | Feb 2017 | JHQAX vs EIVPX | |
| Easterly Hedged Equity Fund | 87 | — | Jul 2015 | JHQAX vs JDIEX |
Top Performing JHQAX Alternatives (YTD)
JHQAX is at -1.28% YTD. There are 24 mutual funds in the Options Trading category with higher YTD returns, going as high as 11.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 11.69% | — | Jan 2007 | JHQAX vs QQQX | |
| AlphaCentric Premium Opportunity Fund | 8.36% | — | Sep 2016 | JHQAX vs HMXIX | |
| Easterly Hedged Equity Fund | 7.61% | — | Jul 2015 | JHQAX vs JDIEX | |
| Glenmede Secured Options Portfolio | 7.52% | — | Jun 2010 | JHQAX vs GTSOX | |
| Cboe Vest US Large Cap 10% Buffer Fund | 6.88% | — | Aug 2016 | JHQAX vs BUIGX |
Lowest Volatility Alternatives to JHQAX
JHQAX has 6.28% 1-year volatility. There are 8 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.88% | — | Nov 2016 | JHQAX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 3.60% | — | Apr 2012 | JHQAX vs STTIX | |
| MAI Managed Volatility Fund | 4.85% | — | Sep 2010 | JHQAX vs MAIPX | |
| Beacon Planned Return Strategy Fund | 5.19% | — | Oct 2017 | JHQAX vs BPRLX | |
| Rational Tactical Return Fund | 5.25% | — | Apr 2007 | JHQAX vs HRSTX |
Lowest Drawdown Alternatives to JHQAX
JHQAX has a 1-year max drawdown of -6.91%. There are 18 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 | JHQAX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -2.86% | — | Apr 2012 | JHQAX vs STTIX | |
| Rational Tactical Return Fund | -3.09% | — | Apr 2007 | JHQAX vs HRSTX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | JHQAX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | JHQAX vs JDIEX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 10 | 2.72% | — | Nov 2010 | JHQAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 10 | 2.58% | — | Feb 1992 | JHQAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 10 | 2.45% | — | Feb 1994 | JHQAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 20 | 3.00% | — | Aug 2018 | JHQAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 84 | 15.51% | — | Jul 1987 | JHQAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.17% | — | Dec 2013 | JHQAX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 85 | 1.24% | — | Jun 2014 | JHQAX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 5.18% | — | Sep 1993 | JHQAX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 18 | 2.87% | — | Aug 2018 | JHQAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 11 | 2.01% | — | Oct 1999 | JHQAX vs VHIAX |
Often Compared With JHQAX
Investors most often compare JHQAX with DEF, DGT, EZM. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare JHQAX with Any Fund or Stock
Compare JHQAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JHQAX with funds that move differently
JPMorgan Hedged Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JHQAX.
Explore JHQAX Diversifiers