EINC vs. JEPI
Compare and contrast key facts about VanEck Energy Income ETF (EINC) and JPMorgan Equity Premium Income ETF (JEPI).
EINC and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EINC is a passively managed fund by VanEck that tracks the performance of the MVIS North America Energy Infrastructure Index. It was launched on Mar 13, 2012. 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: EINC or JEPI.
Correlation
The correlation between EINC and JEPI is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EINC vs. JEPI - Performance Comparison
Key characteristics
EINC:
2.65
JEPI:
1.75
EINC:
3.51
JEPI:
2.37
EINC:
1.47
JEPI:
1.34
EINC:
0.78
JEPI:
2.95
EINC:
19.38
JEPI:
12.15
EINC:
1.98%
JEPI:
1.07%
EINC:
14.49%
JEPI:
7.45%
EINC:
-87.56%
JEPI:
-13.71%
EINC:
-29.50%
JEPI:
-4.42%
Returns By Period
In the year-to-date period, EINC achieves a 37.21% return, which is significantly higher than JEPI's 12.27% return.
EINC
37.21%
-6.46%
19.41%
37.93%
15.97%
-0.20%
JEPI
12.27%
-2.16%
6.37%
12.83%
N/A
N/A
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EINC vs. JEPI - Expense Ratio Comparison
EINC has a 0.45% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
EINC vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Energy Income ETF (EINC) 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
EINC vs. JEPI - Dividend Comparison
EINC's dividend yield for the trailing twelve months is around 3.47%, less than JEPI's 7.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EINC VanEck Energy Income ETF | 3.47% | 3.77% | 2.89% | 6.03% | 6.69% | 9.66% | 11.31% | 8.53% | 9.71% | 28.53% | 12.41% | 8.90% |
JEPI JPMorgan Equity Premium Income ETF | 7.36% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EINC vs. JEPI - Drawdown Comparison
The maximum EINC drawdown since its inception was -87.56%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for EINC and JEPI. For additional features, visit the drawdowns tool.
Volatility
EINC vs. JEPI - Volatility Comparison
VanEck Energy Income ETF (EINC) has a higher volatility of 7.05% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.70%. This indicates that EINC'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.