BRTR vs. JEPI
Compare and contrast key facts about Blackrock Total Return ETF (BRTR) and JPMorgan Equity Premium Income ETF (JEPI).
BRTR and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BRTR is an actively managed fund by BlackRock. It was launched on Dec 12, 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: BRTR or JEPI.
Correlation
The correlation between BRTR and JEPI is 0.28, 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
BRTR vs. JEPI - Performance Comparison
Key characteristics
BRTR:
0.94
JEPI:
1.84
BRTR:
1.37
JEPI:
2.48
BRTR:
1.16
JEPI:
1.36
BRTR:
0.94
JEPI:
2.90
BRTR:
2.23
JEPI:
9.33
BRTR:
2.13%
JEPI:
1.53%
BRTR:
5.07%
JEPI:
7.78%
BRTR:
-5.07%
JEPI:
-13.71%
BRTR:
-2.80%
JEPI:
0.00%
Returns By Period
In the year-to-date period, BRTR achieves a 1.33% return, which is significantly lower than JEPI's 4.37% return.
BRTR
1.33%
0.84%
-0.95%
4.98%
N/A
N/A
JEPI
4.37%
1.85%
7.28%
13.73%
N/A
N/A
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BRTR vs. JEPI - Expense Ratio Comparison
BRTR has a 0.38% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
BRTR vs. JEPI — Risk-Adjusted Performance Rank
BRTR
JEPI
BRTR vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Total Return ETF (BRTR) 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
BRTR vs. JEPI - Dividend Comparison
BRTR's dividend yield for the trailing twelve months is around 5.55%, less than JEPI's 7.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
BRTR Blackrock Total Return ETF | 5.55% | 5.58% | 0.22% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 7.10% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
BRTR vs. JEPI - Drawdown Comparison
The maximum BRTR drawdown since its inception was -5.07%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for BRTR and JEPI. For additional features, visit the drawdowns tool.
Volatility
BRTR vs. JEPI - Volatility Comparison
The current volatility for Blackrock Total Return ETF (BRTR) is 1.34%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 1.52%. This indicates that BRTR 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.