JPMorgan Hedged Equity 2 Fund Class I (JHQDX) 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 JHQDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JHQDX
JHQDX charges 0.60% annually. There is 1 mutual fund in the Options Trading category with a lower expense ratio, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | JHQDX vs EIVPX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | JHQDX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | JHQDX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | JHQDX vs GTEYX | |
| JPMorgan Hedged Equity Fund | 0.83% | — | Dec 2013 | JHQDX vs JHQAX |
Best Risk-Adjusted Alternatives to JHQDX
JHQDX has a PortfoliosLab risk / return rank of 63. There are 15 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 | JHQDX vs PPFIX | |
| Glenmede Secured Options Portfolio | 92 | — | Jun 2010 | JHQDX vs GTSOX | |
| MAI Managed Volatility Fund | 91 | — | Sep 2010 | JHQDX vs MAIPX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 88 | — | Feb 2017 | JHQDX vs EIVPX | |
| Easterly Hedged Equity Fund | 87 | — | Jul 2015 | JHQDX vs JDIEX |
Top Performing JHQDX Alternatives (YTD)
JHQDX is at 6.91% YTD. There are 6 mutual funds in the Options Trading category with higher YTD returns, going as high as 12.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 12.31% | — | Jan 2007 | JHQDX vs QQQX | |
| AlphaCentric Premium Opportunity Fund | 9.08% | — | Sep 2016 | JHQDX vs HMXIX | |
| Easterly Hedged Equity Fund | 7.74% | — | Jul 2015 | JHQDX vs JDIEX | |
| Glenmede Secured Options Portfolio | 7.66% | — | Jun 2010 | JHQDX vs GTSOX | |
| Cboe Vest US Large Cap 10% Buffer Fund | 7.10% | — | Aug 2016 | JHQDX vs BUIGX |
Lowest Volatility Alternatives to JHQDX
JHQDX has 7.22% 1-year volatility. There are 13 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.89%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.89% | — | Nov 2016 | JHQDX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 3.59% | — | Apr 2012 | JHQDX vs STTIX | |
| MAI Managed Volatility Fund | 4.84% | — | Sep 2010 | JHQDX vs MAIPX | |
| Beacon Planned Return Strategy Fund | 5.18% | — | Oct 2017 | JHQDX vs BPRLX | |
| Rational Tactical Return Fund | 5.25% | — | Apr 2007 | JHQDX vs HRSTX |
Lowest Drawdown Alternatives to JHQDX
JHQDX has a 1-year max drawdown of -5.41%. There are 13 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 | JHQDX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -2.86% | — | Apr 2012 | JHQDX vs STTIX | |
| Rational Tactical Return Fund | -3.09% | — | Apr 2007 | JHQDX vs HRSTX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | JHQDX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | JHQDX 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 | 12 | 4.51% | — | Nov 2010 | JHQDX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.36% | — | Feb 1992 | JHQDX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 4.23% | — | Feb 1994 | JHQDX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 2.56% | — | Aug 2018 | JHQDX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 83 | 14.90% | — | Jul 1987 | JHQDX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -0.97% | — | Dec 2013 | JHQDX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 87 | 1.48% | — | Jun 2014 | JHQDX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 24 | 5.77% | — | Sep 1993 | JHQDX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.50% | — | Aug 2018 | JHQDX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 3.58% | — | Oct 1999 | JHQDX vs VHIAX |
Often Compared With JHQDX
Investors most often compare JHQDX with HELO, JEPI, SCHD. These 18 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare JHQDX with Any Fund or Stock
Compare JHQDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JHQDX with funds that move differently
JPMorgan Hedged Equity 2 Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JHQDX.
Explore JHQDX Diversifiers