JPMorgan Hedged Equity 2 Fund Class I (JHQDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JHQDX
JHQDX charges 0.60% annually. Among mutual funds in the Options Trading category, these options have the lowest expense ratios among JHQDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | Feb 8, 2017 | JHQDX vs EIVPX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | Feb 25, 2021 | JHQDX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | Sep 29, 2014 | JHQDX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | JHQDX vs GTEYX | |
| JPMorgan Hedged Equity Fund | 0.83% | Dec 13, 2013 | JHQDX vs JHQAX |
Best Risk-Adjusted Alternatives to JHQDX
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 | JHQDX vs PPFIX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 70 | Feb 8, 2017 | JHQDX vs EIVPX | |
| Calamos Hedged Equity Fund | 67 | Dec 30, 2014 | JHQDX vs CIHEX | |
| Catalyst Buffered Shield Fund | 61 | Apr 13, 2015 | JHQDX vs SHIIX | |
| Cavanal Hill Hedged Income Fund | 51 | Dec 27, 2020 | JHQDX vs APLIX |
Top Performing JHQDX Alternatives (YTD)
JHQDX 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 | JHQDX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -0.47% | Apr 1, 2012 | JHQDX vs STTIX | |
| Rational Tactical Return Fund | -1.80% | Apr 30, 2007 | JHQDX vs HRSTX | |
| Easterly Hedged Equity Fund | -2.00% | Jul 30, 2015 | JHQDX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -2.03% | Feb 8, 2017 | JHQDX vs EIVPX |
Lowest Volatility Alternatives to JHQDX
JHQDX 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 | JHQDX vs HRSTX | |
| Princeton Premium Fund | 3.59% | Nov 15, 2016 | JHQDX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 4.10% | Apr 1, 2012 | JHQDX vs STTIX | |
| Swan Defined Risk Fund | 8.63% | Jul 29, 2012 | JHQDX vs SDRIX | |
| Calamos Hedged Equity Fund | 9.19% | Dec 30, 2014 | JHQDX vs CIHEX |
Lowest Drawdown Alternatives to JHQDX
JHQDX 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 | JHQDX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | -2.68% | Apr 1, 2012 | JHQDX vs STTIX | |
| Princeton Premium Fund | -2.77% | Nov 15, 2016 | JHQDX vs PPFIX | |
| Swan Defined Risk Fund | -5.34% | Jul 29, 2012 | JHQDX vs SDRIX | |
| Calamos Hedged Equity Fund | -5.82% | Dec 30, 2014 | JHQDX vs CIHEX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | JHQDX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JHQDX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JHQDX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | JHQDX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JHQDX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JHQDX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JHQDX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JHQDX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | JHQDX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JHQDX vs VHIAX |
Often Compared With JHQDX
What investors most often compare with JHQDX, 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.