BINC vs. JEPI
Compare and contrast key facts about BlackRock Flexible Income ETF (BINC) and JPMorgan Equity Premium Income ETF (JEPI).
BINC and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BINC is an actively managed fund by Blackrock. It was launched on Sep 19, 2023. 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: BINC or JEPI.
Performance
BINC vs. JEPI - Performance Comparison
Returns By Period
In the year-to-date period, BINC achieves a 5.36% return, which is significantly lower than JEPI's 16.16% return.
BINC
5.36%
0.25%
4.00%
9.38%
N/A
N/A
JEPI
16.16%
1.71%
9.69%
18.77%
N/A
N/A
Key characteristics
| BINC | JEPI | |
|---|---|---|
| Sharpe Ratio | 3.15 | 2.65 |
| Sortino Ratio | 4.98 | 3.68 |
| Omega Ratio | 1.68 | 1.52 |
| Calmar Ratio | 7.37 | 4.85 |
| Martin Ratio | 21.66 | 18.78 |
| Ulcer Index | 0.43% | 1.00% |
| Daily Std Dev | 2.98% | 7.08% |
| Max Drawdown | -1.95% | -13.71% |
| Current Drawdown | -0.60% | 0.00% |
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BINC vs. JEPI - Expense Ratio Comparison
BINC has a 0.40% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Correlation
The correlation between BINC and JEPI is 0.37, 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.
Risk-Adjusted Performance
BINC vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Flexible Income ETF (BINC) 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
BINC vs. JEPI - Dividend Comparison
BINC's dividend yield for the trailing twelve months is around 5.53%, less than JEPI's 7.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
BINC BlackRock Flexible Income ETF | 5.53% | 3.13% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 7.04% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
BINC vs. JEPI - Drawdown Comparison
The maximum BINC drawdown since its inception was -1.95%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for BINC and JEPI. For additional features, visit the drawdowns tool.
Volatility
BINC vs. JEPI - Volatility Comparison
The current volatility for BlackRock Flexible Income ETF (BINC) is 0.57%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 2.25%. This indicates that BINC 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.