Correlation
The correlation between DUBS and JEPI is 0.79, 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.
DUBS vs. JEPI
Compare and contrast key facts about Aptus Large Cap Enhanced Yield ETF (DUBS) and JPMorgan Equity Premium Income ETF (JEPI).
DUBS and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DUBS is an actively managed fund by Aptus. It was launched on Jun 13, 2023. 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: DUBS or JEPI.
Performance
DUBS vs. JEPI - Performance Comparison
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Key characteristics
DUBS:
0.70
JEPI:
0.56
DUBS:
1.01
JEPI:
0.81
DUBS:
1.15
JEPI:
1.13
DUBS:
0.66
JEPI:
0.54
DUBS:
2.51
JEPI:
2.23
DUBS:
4.83%
JEPI:
3.19%
DUBS:
18.96%
JEPI:
13.82%
DUBS:
-18.48%
JEPI:
-13.71%
DUBS:
-3.90%
JEPI:
-4.02%
Returns By Period
In the year-to-date period, DUBS achieves a 0.61% return, which is significantly higher than JEPI's 0.17% return.
DUBS
0.61%
5.14%
-1.72%
12.37%
N/A
N/A
N/A
JEPI
0.17%
1.80%
-3.98%
6.67%
8.01%
10.94%
N/A
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DUBS vs. JEPI - Expense Ratio Comparison
DUBS has a 0.39% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
DUBS vs. JEPI — Risk-Adjusted Performance Rank
DUBS
JEPI
DUBS vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus Large Cap Enhanced Yield ETF (DUBS) 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.
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Dividends
DUBS vs. JEPI - Dividend Comparison
DUBS's dividend yield for the trailing twelve months is around 2.52%, less than JEPI's 8.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
DUBS Aptus Large Cap Enhanced Yield ETF | 2.52% | 2.52% | 1.14% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 8.01% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% |
Drawdowns
DUBS vs. JEPI - Drawdown Comparison
The maximum DUBS drawdown since its inception was -18.48%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for DUBS and JEPI.
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Volatility
DUBS vs. JEPI - Volatility Comparison
Aptus Large Cap Enhanced Yield ETF (DUBS) has a higher volatility of 3.80% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.29%. This indicates that DUBS'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.
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