Correlation
The correlation between ATLCP and JEPI is 0.22, 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.
ATLCP vs. JEPI
Compare and contrast key facts about Atlanticus Holdings Corporation (ATLCP) 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: ATLCP or JEPI.
Performance
ATLCP vs. JEPI - Performance Comparison
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Key characteristics
ATLCP:
0.84
JEPI:
0.55
ATLCP:
1.25
JEPI:
0.74
ATLCP:
1.17
JEPI:
1.12
ATLCP:
1.27
JEPI:
0.48
ATLCP:
4.77
JEPI:
1.99
ATLCP:
2.67%
JEPI:
3.18%
ATLCP:
14.80%
JEPI:
13.83%
ATLCP:
-30.56%
JEPI:
-13.71%
ATLCP:
-2.54%
JEPI:
-4.17%
Returns By Period
In the year-to-date period, ATLCP achieves a 3.04% return, which is significantly higher than JEPI's 0.01% return.
ATLCP
3.04%
0.96%
0.13%
12.81%
7.46%
N/A
N/A
JEPI
0.01%
2.20%
-3.91%
7.54%
7.69%
10.91%
N/A
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Risk-Adjusted Performance
ATLCP vs. JEPI — Risk-Adjusted Performance Rank
ATLCP
JEPI
ATLCP vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Atlanticus Holdings Corporation (ATLCP) 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.
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Dividends
ATLCP vs. JEPI - Dividend Comparison
ATLCP's dividend yield for the trailing twelve months is around 10.30%, more than JEPI's 8.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
ATLCP Atlanticus Holdings Corporation | 10.30% | 8.32% | 8.38% | 10.90% | 3.86% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 8.02% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% |
Drawdowns
ATLCP vs. JEPI - Drawdown Comparison
The maximum ATLCP drawdown since its inception was -30.56%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for ATLCP and JEPI.
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Volatility
ATLCP vs. JEPI - Volatility Comparison
Atlanticus Holdings Corporation (ATLCP) has a higher volatility of 3.13% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.34%. This indicates that ATLCP'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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