AOD vs. JEPI
Compare and contrast key facts about Abrdn Total Dynamic Dividend Fund (AOD) and JPMorgan Equity Premium Income ETF (JEPI).
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: AOD or JEPI.
Correlation
The correlation between AOD and JEPI is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AOD vs. JEPI - Performance Comparison
Key characteristics
AOD:
0.80
JEPI:
0.40
AOD:
1.25
JEPI:
0.72
AOD:
1.19
JEPI:
1.12
AOD:
1.11
JEPI:
0.47
AOD:
5.18
JEPI:
2.02
AOD:
3.08%
JEPI:
3.05%
AOD:
18.74%
JEPI:
13.74%
AOD:
-72.26%
JEPI:
-13.71%
AOD:
-2.58%
JEPI:
-4.77%
Returns By Period
In the year-to-date period, AOD achieves a 3.82% return, which is significantly higher than JEPI's -0.61% return.
AOD
3.82%
4.91%
0.86%
14.93%
12.60%
8.40%
JEPI
-0.61%
2.45%
-3.46%
5.46%
N/A
N/A
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Risk-Adjusted Performance
AOD vs. JEPI — Risk-Adjusted Performance Rank
AOD
JEPI
AOD vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Abrdn Total Dynamic Dividend Fund (AOD) 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
AOD vs. JEPI - Dividend Comparison
AOD's dividend yield for the trailing twelve months is around 12.76%, more than JEPI's 8.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 12.76% | 10.77% | 8.64% | 8.92% | 6.81% | 7.86% | 7.78% | 9.65% | 7.35% | 9.18% | 9.01% | 8.06% |
JEPI JPMorgan Equity Premium Income ETF | 8.07% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOD vs. JEPI - Drawdown Comparison
The maximum AOD drawdown since its inception was -72.26%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for AOD and JEPI. For additional features, visit the drawdowns tool.
Volatility
AOD vs. JEPI - Volatility Comparison
Abrdn Total Dynamic Dividend Fund (AOD) has a higher volatility of 8.04% compared to JPMorgan Equity Premium Income ETF (JEPI) at 4.96%. This indicates that AOD'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.