DTD vs. JEPI
Compare and contrast key facts about WisdomTree U.S. Total Dividend Fund (DTD) and JPMorgan Equity Premium Income ETF (JEPI).
DTD and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DTD is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Index. It was launched on Jun 16, 2006. 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: DTD or JEPI.
Correlation
The correlation between DTD and JEPI is 0.87, 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
DTD vs. JEPI - Performance Comparison
Key characteristics
DTD:
1.74
JEPI:
1.69
DTD:
2.42
JEPI:
2.30
DTD:
1.32
JEPI:
1.33
DTD:
2.86
JEPI:
2.73
DTD:
10.96
JEPI:
11.34
DTD:
1.65%
JEPI:
1.11%
DTD:
10.41%
JEPI:
7.45%
DTD:
-58.20%
JEPI:
-13.71%
DTD:
-6.32%
JEPI:
-4.61%
Returns By Period
In the year-to-date period, DTD achieves a 17.83% return, which is significantly higher than JEPI's 12.03% return.
DTD
17.83%
-3.51%
7.30%
19.82%
10.25%
10.16%
JEPI
12.03%
-2.33%
5.85%
13.24%
N/A
N/A
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DTD vs. JEPI - Expense Ratio Comparison
DTD has a 0.28% expense ratio, which is lower than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
DTD vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Total Dividend Fund (DTD) 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
DTD vs. JEPI - Dividend Comparison
DTD's dividend yield for the trailing twelve months is around 2.16%, less than JEPI's 7.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTD WisdomTree U.S. Total Dividend Fund | 2.16% | 2.43% | 2.62% | 2.04% | 2.73% | 2.50% | 2.93% | 2.36% | 3.11% | 3.02% | 2.42% | 2.38% |
JEPI JPMorgan Equity Premium Income ETF | 7.37% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DTD vs. JEPI - Drawdown Comparison
The maximum DTD drawdown since its inception was -58.20%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for DTD and JEPI. For additional features, visit the drawdowns tool.
Volatility
DTD vs. JEPI - Volatility Comparison
WisdomTree U.S. Total Dividend Fund (DTD) has a higher volatility of 3.22% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.70%. This indicates that DTD'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.