BIZD vs. JEPI
Compare and contrast key facts about VanEck Vectors BDC Income ETF (BIZD) and JPMorgan Equity Premium Income ETF (JEPI).
BIZD and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BIZD is a passively managed fund by VanEck that tracks the performance of the MVIS US Business Development Companies Index. It was launched on Feb 11, 2013. 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: BIZD or JEPI.
Correlation
The correlation between BIZD and JEPI is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BIZD vs. JEPI - Performance Comparison
Key characteristics
BIZD:
1.32
JEPI:
1.92
BIZD:
1.81
JEPI:
2.60
BIZD:
1.24
JEPI:
1.38
BIZD:
1.65
JEPI:
3.11
BIZD:
6.10
JEPI:
12.63
BIZD:
2.38%
JEPI:
1.13%
BIZD:
11.01%
JEPI:
7.48%
BIZD:
-55.47%
JEPI:
-13.71%
BIZD:
-1.30%
JEPI:
-3.69%
Returns By Period
The year-to-date returns for both stocks are quite close, with BIZD having a 13.35% return and JEPI slightly lower at 13.12%.
BIZD
13.35%
1.46%
3.94%
14.23%
10.59%
9.28%
JEPI
13.12%
-1.50%
6.56%
13.86%
N/A
N/A
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BIZD vs. JEPI - Expense Ratio Comparison
BIZD has a 10.92% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
BIZD vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors BDC Income ETF (BIZD) 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
BIZD vs. JEPI - Dividend Comparison
BIZD's dividend yield for the trailing twelve months is around 11.02%, more than JEPI's 7.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIZD VanEck Vectors BDC Income ETF | 11.02% | 10.97% | 11.22% | 8.14% | 10.39% | 9.13% | 10.88% | 9.13% | 8.51% | 9.12% | 8.51% | 5.45% |
JEPI JPMorgan Equity Premium Income ETF | 7.30% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BIZD vs. JEPI - Drawdown Comparison
The maximum BIZD drawdown since its inception was -55.47%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for BIZD and JEPI. For additional features, visit the drawdowns tool.
Volatility
BIZD vs. JEPI - Volatility Comparison
The current volatility for VanEck Vectors BDC Income ETF (BIZD) is 2.75%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 2.90%. This indicates that BIZD 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.