A200.AX vs. JEPI
Compare and contrast key facts about Betashares Australia 200 ETF (A200.AX) and JPMorgan Equity Premium Income ETF (JEPI).
A200.AX and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. A200.AX is a passively managed fund by BetaShares that tracks the performance of the Solactive Australia 200 Index. It was launched on May 7, 2018. JEPI is an actively managed fund by JPMorgan. It was launched on May 20, 2020.
Performance
A200.AX vs. JEPI - Performance Comparison
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A200.AX vs. JEPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
A200.AX Betashares Australia 200 ETF | -1.44% | 10.31% | 11.57% | 12.00% | -0.56% | 17.90% | 20.32% |
JEPI JPMorgan Equity Premium Income ETF | -3.25% | 0.24% | 23.90% | 9.91% | 2.89% | 28.65% | 1.14% |
Different Trading Currencies
A200.AX is traded in AUD, while JEPI is traded in USD. To make them comparable, the JEPI values have been converted to AUD using the latest available exchange rates.
Returns By Period
In the year-to-date period, A200.AX achieves a -1.44% return, which is significantly higher than JEPI's -3.25% return.
A200.AX
- 1D
- 0.27%
- 1M
- -7.08%
- YTD
- -1.44%
- 6M
- -2.30%
- 1Y
- 11.92%
- 3Y*
- 9.65%
- 5Y*
- 8.67%
- 10Y*
- —
JEPI
- 1D
- 0.93%
- 1M
- -1.96%
- YTD
- -3.25%
- 6M
- -1.35%
- 1Y
- -2.53%
- 3Y*
- 8.36%
- 5Y*
- 10.38%
- 10Y*
- —
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A200.AX vs. JEPI - Expense Ratio Comparison
A200.AX has a 0.04% expense ratio, which is lower than JEPI's 0.35% expense ratio.
Return for Risk
A200.AX vs. JEPI — Risk / Return Rank
A200.AX
JEPI
A200.AX vs. JEPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Betashares Australia 200 ETF (A200.AX) and JPMorgan Equity Premium Income ETF (JEPI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| A200.AX | JEPI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | -0.21 | +1.12 |
Sortino ratioReturn per unit of downside risk | 1.31 | -0.20 | +1.51 |
Omega ratioGain probability vs. loss probability | 1.19 | 0.97 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | -0.11 | +1.40 |
Martin ratioReturn relative to average drawdown | 3.75 | -0.33 | +4.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| A200.AX | JEPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | -0.21 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.93 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.92 | -0.36 |
Correlation
The correlation between A200.AX and JEPI is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
A200.AX vs. JEPI - Dividend Comparison
A200.AX's dividend yield for the trailing twelve months is around 3.24%, less than JEPI's 8.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
A200.AX Betashares Australia 200 ETF | 3.24% | 3.33% | 3.13% | 3.75% | 6.35% | 2.98% | 2.54% | 3.61% | 1.40% |
JEPI JPMorgan Equity Premium Income ETF | 8.40% | 8.25% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% | 0.00% | 0.00% |
Drawdowns
A200.AX vs. JEPI - Drawdown Comparison
The maximum A200.AX drawdown since its inception was -35.55%, which is greater than JEPI's maximum drawdown of -12.98%. Use the drawdown chart below to compare losses from any high point for A200.AX and JEPI.
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Drawdown Indicators
| A200.AX | JEPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.55% | -13.71% | -21.84% |
Max Drawdown (1Y)Largest decline over 1 year | -8.40% | -10.28% | +1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -14.79% | -13.71% | -1.08% |
Current DrawdownCurrent decline from peak | -7.14% | -4.79% | -2.35% |
Average DrawdownAverage peak-to-trough decline | -4.21% | -2.07% | -2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.10% | +0.78% |
Volatility
A200.AX vs. JEPI - Volatility Comparison
Betashares Australia 200 ETF (A200.AX) has a higher volatility of 4.95% compared to JPMorgan Equity Premium Income ETF (JEPI) at 3.24%. This indicates that A200.AX's price experiences larger fluctuations and is considered to be riskier than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| A200.AX | JEPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 3.24% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 6.49% | +2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.08% | 12.30% | +0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.52% | 11.26% | +1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.31% | 11.21% | +4.10% |