CFFN vs. JEPI
Compare and contrast key facts about Capitol Federal Financial, Inc. (CFFN) 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: CFFN or JEPI.
Correlation
The correlation between CFFN and JEPI is 0.36, 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
CFFN vs. JEPI - Performance Comparison
Key characteristics
CFFN:
0.39
JEPI:
1.80
CFFN:
0.86
JEPI:
2.43
CFFN:
1.10
JEPI:
1.35
CFFN:
0.22
JEPI:
2.84
CFFN:
1.08
JEPI:
9.15
CFFN:
12.03%
JEPI:
1.53%
CFFN:
33.29%
JEPI:
7.76%
CFFN:
-63.83%
JEPI:
-13.71%
CFFN:
-42.40%
JEPI:
-0.86%
Returns By Period
In the year-to-date period, CFFN achieves a 6.03% return, which is significantly higher than JEPI's 3.42% return.
CFFN
6.03%
9.17%
8.36%
7.91%
-8.32%
-0.58%
JEPI
3.42%
2.58%
6.79%
13.00%
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.
Risk-Adjusted Performance
CFFN vs. JEPI — Risk-Adjusted Performance Rank
CFFN
JEPI
CFFN vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capitol Federal Financial, Inc. (CFFN) 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
CFFN vs. JEPI - Dividend Comparison
CFFN's dividend yield for the trailing twelve months is around 5.50%, less than JEPI's 7.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFFN Capitol Federal Financial, Inc. | 5.50% | 5.75% | 5.27% | 9.48% | 8.47% | 3.76% | 6.77% | 7.67% | 6.56% | 5.35% | 6.69% | 6.34% |
JEPI JPMorgan Equity Premium Income ETF | 7.17% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CFFN vs. JEPI - Drawdown Comparison
The maximum CFFN drawdown since its inception was -63.83%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for CFFN and JEPI. For additional features, visit the drawdowns tool.
Volatility
CFFN vs. JEPI - Volatility Comparison
Capitol Federal Financial, Inc. (CFFN) has a higher volatility of 5.96% compared to JPMorgan Equity Premium Income ETF (JEPI) at 1.63%. This indicates that CFFN'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.