AGEPX vs. JEPQ
Compare and contrast key facts about American Beacon Frontier Markets Income Fund (AGEPX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
AGEPX is managed by American Beacon. It was launched on Feb 24, 2014. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGEPX or JEPQ.
Correlation
The correlation between AGEPX and JEPQ is 0.24, 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
AGEPX vs. JEPQ - Performance Comparison
Key characteristics
AGEPX:
1.92
JEPQ:
0.14
AGEPX:
2.56
JEPQ:
0.34
AGEPX:
1.47
JEPQ:
1.05
AGEPX:
1.45
JEPQ:
0.14
AGEPX:
8.76
JEPQ:
0.58
AGEPX:
0.91%
JEPQ:
4.88%
AGEPX:
4.15%
JEPQ:
20.19%
AGEPX:
-21.27%
JEPQ:
-20.07%
AGEPX:
-2.96%
JEPQ:
-15.09%
Returns By Period
In the year-to-date period, AGEPX achieves a -0.32% return, which is significantly higher than JEPQ's -11.18% return.
AGEPX
-0.32%
-2.68%
1.80%
7.06%
7.59%
5.13%
JEPQ
-11.18%
-6.61%
-7.01%
4.48%
N/A
N/A
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AGEPX vs. JEPQ - Expense Ratio Comparison
AGEPX has a 1.38% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
AGEPX vs. JEPQ — Risk-Adjusted Performance Rank
AGEPX
JEPQ
AGEPX vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Frontier Markets Income Fund (AGEPX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). 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
AGEPX vs. JEPQ - Dividend Comparison
AGEPX's dividend yield for the trailing twelve months is around 11.65%, less than JEPQ's 11.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGEPX American Beacon Frontier Markets Income Fund | 11.65% | 11.93% | 9.40% | 8.76% | 7.66% | 7.08% | 8.40% | 9.57% | 7.08% | 7.84% | 7.43% | 2.96% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.83% | 9.66% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AGEPX vs. JEPQ - Drawdown Comparison
The maximum AGEPX drawdown since its inception was -21.27%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for AGEPX and JEPQ. For additional features, visit the drawdowns tool.
Volatility
AGEPX vs. JEPQ - Volatility Comparison
The current volatility for American Beacon Frontier Markets Income Fund (AGEPX) is 3.11%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 14.23%. This indicates that AGEPX experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.