JPMorgan Hedged Equity 3 Fund (JHQTX) Alternatives
JPMorgan Hedged Equity 3 Fund (JHQTX) 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 JHQTX. 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 JHQTX
JHQTX charges 0.60% annually. Among mutual funds in the Options Trading category, these options have the lowest expense ratios among JHQTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | Feb 8, 2017 | JHQTX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | Feb 26, 2021 | JHQTX vs JHQDX | |
| Gateway Equity Call Premium Fund | 0.68% | Sep 29, 2014 | JHQTX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | JHQTX vs GTEYX | |
| JPMorgan Hedged Equity Fund | 0.83% | Dec 13, 2013 | JHQTX vs JHQAX |
Best Risk-Adjusted Alternatives to JHQTX
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 | JHQTX vs PPFIX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 70 | Feb 8, 2017 | JHQTX vs EIVPX | |
| Calamos Hedged Equity Fund | 67 | Dec 30, 2014 | JHQTX vs CIHEX | |
| Catalyst Buffered Shield Fund | 61 | Apr 13, 2015 | JHQTX vs SHIIX | |
| Cavanal Hill Hedged Income Fund | 51 | Dec 27, 2020 | JHQTX vs APLIX |
Top Performing JHQTX Alternatives (YTD)
JHQTX 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 | JHQTX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -0.47% | Apr 1, 2012 | JHQTX vs STTIX | |
| Rational Tactical Return Fund | -1.80% | Apr 30, 2007 | JHQTX vs HRSTX | |
| Easterly Hedged Equity Fund | -2.00% | Jul 30, 2015 | JHQTX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -2.03% | Feb 8, 2017 | JHQTX vs EIVPX |
Lowest Volatility Alternatives to JHQTX
JHQTX 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 | JHQTX vs HRSTX | |
| Princeton Premium Fund | 3.59% | Nov 15, 2016 | JHQTX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 4.10% | Apr 1, 2012 | JHQTX vs STTIX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.76% | Feb 26, 2021 | JHQTX vs JHQDX | |
| Swan Defined Risk Fund | 8.63% | Jul 29, 2012 | JHQTX vs SDRIX |
Lowest Drawdown Alternatives to JHQTX
JHQTX 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 | JHQTX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | -2.68% | Apr 1, 2012 | JHQTX vs STTIX | |
| Princeton Premium Fund | -2.77% | Nov 15, 2016 | JHQTX vs PPFIX | |
| Swan Defined Risk Fund | -5.34% | Jul 29, 2012 | JHQTX vs SDRIX | |
| JPMorgan Hedged Equity 2 Fund Class I | -5.41% | Feb 26, 2021 | JHQTX vs JHQDX |
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 | JHQTX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JHQTX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JHQTX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | JHQTX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JHQTX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JHQTX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JHQTX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JHQTX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | JHQTX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JHQTX vs VHIAX |
Often Compared With JHQTX
What investors most often compare with JHQTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 90 | -0.07% | May 10, 2000 | JHQTX vs CMNIX | ||
| Ea Bridgeway Blue Chip ETF | Large Cap Growth Equities | 65 | -3.28% | Nov 17, 2022 | JHQTX vs BBLU | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | JHQTX vs VOO | |
| Glenmede Secured Options Portfolio | Options Trading | 34 | -2.70% | Jun 29, 2010 | JHQTX vs GTSOX | |
| Horizon Defined Risk Fund | Options Trading | 47 | -2.97% | Dec 27, 2017 | JHQTX vs HNDRX | |
| Gateway Fund | Options Trading | 26 | -4.72% | Dec 6, 1977 | JHQTX vs GATEX | |
| IPS Strategic Capital Absolute Return Fund | Options Trading | 7 | -9.12% | Apr 14, 2016 | JHQTX vs IPSAX | |
| AlphaCentric Premium Opportunity Fund | Options Trading | 21 | -5.46% | Sep 29, 2016 | JHQTX vs HMXIX | |
| Cboe Vest US Large Cap 10% Buffer Fund | Options Trading | 42 | -3.93% | Aug 22, 2016 | JHQTX vs BUIGX | |
| MAI Managed Volatility Fund | Options Trading | 42 | -2.75% | Sep 22, 2010 | JHQTX vs MAIPX | |
| Eaton Vance Tax-Managed Buy-Write Income Fund | Options Trading | 50 | -3.57% | Apr 29, 2005 | JHQTX vs ETB |
Compare JHQTX with Any Fund or Stock
Compare JHQTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.