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 a closer substitute for your current allocation.
Cheapest Alternatives to JHQTX
JHQTX 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 | JHQTX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | JHQTX vs JHQDX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | JHQTX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | JHQTX vs GTEYX | |
| JPMorgan Hedged Equity Fund | 0.83% | — | Dec 2013 | JHQTX vs JHQAX |
Best Risk-Adjusted Alternatives to JHQTX
JHQTX has a PortfoliosLab risk / return rank of 40. There are 19 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 | JHQTX vs PPFIX | |
| Easterly Hedged Equity Fund | 89 | — | Jul 2015 | JHQTX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 87 | — | Feb 2017 | JHQTX vs EIVPX | |
| MAI Managed Volatility Fund | 87 | — | Sep 2010 | JHQTX vs MAIPX | |
| Glenmede Secured Options Portfolio | 86 | — | Jun 2010 | JHQTX vs GTSOX |
Top Performing JHQTX Alternatives (YTD)
JHQTX is at 2.24% YTD. There are 20 mutual funds in the Options Trading category with higher YTD returns, going as high as 7.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AlphaCentric Premium Opportunity Fund | 7.82% | — | Sep 2016 | JHQTX vs HMXIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 7.43% | — | Jan 2007 | JHQTX vs QQQX | |
| Easterly Hedged Equity Fund | 7.41% | — | Jul 2015 | JHQTX vs JDIEX | |
| Glenmede Secured Options Portfolio | 6.35% | — | Jun 2010 | JHQTX vs GTSOX | |
| Cboe Vest US Large Cap 10% Buffer Fund | 6.26% | — | Aug 2016 | JHQTX vs BUIGX |
Lowest Volatility Alternatives to JHQTX
JHQTX has 7.04% 1-year volatility. There are 12 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.85% | — | Nov 2016 | JHQTX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 3.56% | — | Apr 2012 | JHQTX vs STTIX | |
| MAI Managed Volatility Fund | 4.82% | — | Sep 2010 | JHQTX vs MAIPX | |
| Rational Tactical Return Fund | 4.89% | — | Apr 2007 | JHQTX vs HRSTX | |
| Beacon Planned Return Strategy Fund | 5.21% | — | Oct 2017 | JHQTX vs BPRLX |
Lowest Drawdown Alternatives to JHQTX
JHQTX has a 1-year max drawdown of -5.78%. There are 14 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 | JHQTX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -2.86% | — | Apr 2012 | JHQTX vs STTIX | |
| Rational Tactical Return Fund | -3.09% | — | Apr 2007 | JHQTX vs HRSTX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | JHQTX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | JHQTX 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 | 18 | 6.63% | — | Nov 2010 | JHQTX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 18 | 6.49% | — | Feb 1992 | JHQTX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | 6.37% | — | Feb 1994 | JHQTX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 15 | 0.90% | — | Aug 2018 | JHQTX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 80 | 13.03% | — | Jul 1987 | JHQTX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.68% | — | Dec 2013 | JHQTX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 78 | 0.99% | — | Jun 2014 | JHQTX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 28 | 4.58% | — | Sep 1993 | JHQTX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 14 | 0.86% | — | Aug 2018 | JHQTX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 15 | 3.79% | — | Oct 1999 | JHQTX vs VHIAX |
Often Compared With JHQTX
Investors most often compare JHQTX with CMNIX, SHIIX, BBLU. These 14 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JHQTX with Any Fund or Stock
Compare JHQTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JHQTX with funds that move differently
JPMorgan Hedged Equity 3 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JHQTX.
Explore JHQTX Diversifiers