COWZ vs. JEPI
Compare and contrast key facts about Pacer US Cash Cows 100 ETF (COWZ) and JPMorgan Equity Premium Income ETF (JEPI).
COWZ and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. COWZ is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer US Cash Cows 100 Index. It was launched on Dec 16, 2016. 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: COWZ or JEPI.
Correlation
The correlation between COWZ and JEPI is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
COWZ vs. JEPI - Performance Comparison
Key characteristics
COWZ:
-0.16
JEPI:
0.54
COWZ:
-0.10
JEPI:
0.84
COWZ:
0.99
JEPI:
1.14
COWZ:
-0.14
JEPI:
0.55
COWZ:
-0.45
JEPI:
2.43
COWZ:
6.74%
JEPI:
3.02%
COWZ:
18.92%
JEPI:
13.75%
COWZ:
-38.63%
JEPI:
-13.71%
COWZ:
-14.29%
JEPI:
-4.72%
Returns By Period
In the year-to-date period, COWZ achieves a -7.28% return, which is significantly lower than JEPI's -0.56% return.
COWZ
-7.28%
7.11%
-11.90%
-3.65%
18.23%
N/A
JEPI
-0.56%
8.13%
-2.70%
6.23%
N/A
N/A
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COWZ vs. JEPI - Expense Ratio Comparison
COWZ has a 0.49% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
COWZ vs. JEPI — Risk-Adjusted Performance Rank
COWZ
JEPI
COWZ vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer US Cash Cows 100 ETF (COWZ) 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
COWZ vs. JEPI - Dividend Comparison
COWZ's dividend yield for the trailing twelve months is around 1.95%, less than JEPI's 8.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
COWZ Pacer US Cash Cows 100 ETF | 1.95% | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.94% | 0.13% |
JEPI JPMorgan Equity Premium Income ETF | 8.07% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
COWZ vs. JEPI - Drawdown Comparison
The maximum COWZ drawdown since its inception was -38.63%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for COWZ and JEPI. For additional features, visit the drawdowns tool.
Volatility
COWZ vs. JEPI - Volatility Comparison
Pacer US Cash Cows 100 ETF (COWZ) has a higher volatility of 10.39% compared to JPMorgan Equity Premium Income ETF (JEPI) at 8.64%. This indicates that COWZ'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.