ACGYX vs. JEPI
Compare and contrast key facts about AB Income Fund (ACGYX) and JPMorgan Equity Premium Income ETF (JEPI).
ACGYX is managed by AllianceBernstein. It was launched on Aug 28, 1987. JEPI is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACGYX or JEPI.
Correlation
The correlation between ACGYX and JEPI is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ACGYX vs. JEPI - Performance Comparison
Key characteristics
ACGYX:
0.44
JEPI:
1.92
ACGYX:
0.64
JEPI:
2.60
ACGYX:
1.08
JEPI:
1.38
ACGYX:
0.18
JEPI:
3.11
ACGYX:
1.30
JEPI:
12.63
ACGYX:
2.00%
JEPI:
1.13%
ACGYX:
5.95%
JEPI:
7.48%
ACGYX:
-21.33%
JEPI:
-13.71%
ACGYX:
-8.92%
JEPI:
-3.69%
Returns By Period
In the year-to-date period, ACGYX achieves a 1.82% return, which is significantly lower than JEPI's 13.12% return.
ACGYX
1.82%
-0.18%
1.89%
2.60%
-0.26%
N/A
JEPI
13.12%
-1.50%
6.56%
13.86%
N/A
N/A
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ACGYX vs. JEPI - Expense Ratio Comparison
ACGYX has a 0.54% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
ACGYX vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Income Fund (ACGYX) 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.
Dividends
ACGYX vs. JEPI - Dividend Comparison
ACGYX's dividend yield for the trailing twelve months is around 5.44%, less than JEPI's 7.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
ACGYX AB Income Fund | 5.44% | 4.95% | 4.32% | 3.57% | 3.81% | 4.51% | 4.55% | 5.87% | 2.59% |
JEPI JPMorgan Equity Premium Income ETF | 7.30% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ACGYX vs. JEPI - Drawdown Comparison
The maximum ACGYX drawdown since its inception was -21.33%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for ACGYX and JEPI. For additional features, visit the drawdowns tool.
Volatility
ACGYX vs. JEPI - Volatility Comparison
The current volatility for AB Income Fund (ACGYX) is 1.72%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 2.90%. This indicates that ACGYX experiences smaller price fluctuations and is considered to be less risky than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.