DIVGX vs. JEPI
Compare and contrast key facts about Guardian Capital Dividend Growth Fund (DIVGX) and JPMorgan Equity Premium Income ETF (JEPI).
DIVGX is managed by Guardian. It was launched on May 1, 2019. 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: DIVGX or JEPI.
Correlation
The correlation between DIVGX and JEPI is 0.83, 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
DIVGX vs. JEPI - Performance Comparison
Key characteristics
DIVGX:
1.71
JEPI:
1.81
DIVGX:
2.36
JEPI:
2.44
DIVGX:
1.30
JEPI:
1.35
DIVGX:
3.06
JEPI:
2.85
DIVGX:
9.79
JEPI:
9.17
DIVGX:
1.82%
JEPI:
1.53%
DIVGX:
10.44%
JEPI:
7.78%
DIVGX:
-32.33%
JEPI:
-13.71%
DIVGX:
-0.34%
JEPI:
0.00%
Returns By Period
In the year-to-date period, DIVGX achieves a 5.31% return, which is significantly higher than JEPI's 4.37% return.
DIVGX
5.31%
3.07%
5.20%
18.11%
10.27%
N/A
JEPI
4.37%
2.64%
7.04%
14.21%
N/A
N/A
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DIVGX vs. JEPI - Expense Ratio Comparison
DIVGX has a 0.95% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
DIVGX vs. JEPI — Risk-Adjusted Performance Rank
DIVGX
JEPI
DIVGX vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guardian Capital Dividend Growth Fund (DIVGX) 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
DIVGX vs. JEPI - Dividend Comparison
DIVGX's dividend yield for the trailing twelve months is around 1.09%, less than JEPI's 7.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
DIVGX Guardian Capital Dividend Growth Fund | 1.09% | 1.15% | 1.46% | 1.91% | 1.36% | 1.23% | 1.03% |
JEPI JPMorgan Equity Premium Income ETF | 7.10% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% |
Drawdowns
DIVGX vs. JEPI - Drawdown Comparison
The maximum DIVGX drawdown since its inception was -32.33%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for DIVGX and JEPI. For additional features, visit the drawdowns tool.
Volatility
DIVGX vs. JEPI - Volatility Comparison
Guardian Capital Dividend Growth Fund (DIVGX) has a higher volatility of 2.59% compared to JPMorgan Equity Premium Income ETF (JEPI) at 1.66%. This indicates that DIVGX'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.