CCOR vs. JEPI
Compare and contrast key facts about Core Alternative ETF (CCOR) and JPMorgan Equity Premium Income ETF (JEPI).
CCOR and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CCOR is an actively managed fund by Core Alternative Capital. It was launched on May 24, 2017. 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: CCOR or JEPI.
Correlation
The correlation between CCOR and JEPI is 0.39, 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
CCOR vs. JEPI - Performance Comparison
Key characteristics
CCOR:
-0.35
JEPI:
1.81
CCOR:
-0.48
JEPI:
2.44
CCOR:
0.95
JEPI:
1.35
CCOR:
-0.15
JEPI:
2.85
CCOR:
-0.74
JEPI:
9.17
CCOR:
4.68%
JEPI:
1.53%
CCOR:
9.80%
JEPI:
7.78%
CCOR:
-22.99%
JEPI:
-13.71%
CCOR:
-19.65%
JEPI:
0.00%
Returns By Period
In the year-to-date period, CCOR achieves a 0.15% return, which is significantly lower than JEPI's 4.37% return.
CCOR
0.15%
0.33%
-5.26%
-4.34%
-0.18%
N/A
JEPI
4.37%
2.64%
7.04%
14.21%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CCOR vs. JEPI - Expense Ratio Comparison
CCOR has a 1.09% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
CCOR vs. JEPI — Risk-Adjusted Performance Rank
CCOR
JEPI
CCOR vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Core Alternative ETF (CCOR) 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
CCOR vs. JEPI - Dividend Comparison
CCOR's dividend yield for the trailing twelve months is around 1.18%, less than JEPI's 7.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
CCOR Core Alternative ETF | 1.18% | 1.18% | 1.21% | 1.11% | 1.02% | 1.50% | 0.73% | 1.53% | 0.89% |
JEPI JPMorgan Equity Premium Income ETF | 7.10% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% |
Drawdowns
CCOR vs. JEPI - Drawdown Comparison
The maximum CCOR drawdown since its inception was -22.99%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for CCOR and JEPI. For additional features, visit the drawdowns tool.
Volatility
CCOR vs. JEPI - Volatility Comparison
Core Alternative ETF (CCOR) has a higher volatility of 3.89% compared to JPMorgan Equity Premium Income ETF (JEPI) at 1.66%. This indicates that CCOR'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.