EQTIX vs. JEPI
Compare and contrast key facts about Shelton Equity Income Fund (EQTIX) and JPMorgan Equity Premium Income ETF (JEPI).
EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996. 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: EQTIX or JEPI.
Correlation
The correlation between EQTIX 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
EQTIX vs. JEPI - Performance Comparison
Key characteristics
EQTIX:
1.83
JEPI:
1.70
EQTIX:
2.51
JEPI:
2.31
EQTIX:
1.34
JEPI:
1.33
EQTIX:
3.01
JEPI:
2.70
EQTIX:
10.57
JEPI:
8.83
EQTIX:
1.67%
JEPI:
1.51%
EQTIX:
9.66%
JEPI:
7.84%
EQTIX:
-54.79%
JEPI:
-13.71%
EQTIX:
-0.73%
JEPI:
-1.48%
Returns By Period
In the year-to-date period, EQTIX achieves a 3.21% return, which is significantly higher than JEPI's 2.78% return.
EQTIX
3.21%
3.21%
9.82%
18.94%
7.53%
2.08%
JEPI
2.78%
2.78%
7.26%
13.69%
N/A
N/A
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EQTIX vs. JEPI - Expense Ratio Comparison
EQTIX has a 0.72% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
EQTIX vs. JEPI — Risk-Adjusted Performance Rank
EQTIX
JEPI
EQTIX vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Equity Income Fund (EQTIX) 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
EQTIX vs. JEPI - Dividend Comparison
EQTIX's dividend yield for the trailing twelve months is around 9.22%, more than JEPI's 7.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQTIX Shelton Equity Income Fund | 9.22% | 9.51% | 8.56% | 8.38% | 9.67% | 9.54% | 4.71% | 3.35% | 3.06% | 1.81% | 1.92% | 1.55% |
JEPI JPMorgan Equity Premium Income ETF | 7.13% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EQTIX vs. JEPI - Drawdown Comparison
The maximum EQTIX drawdown since its inception was -54.79%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for EQTIX and JEPI. For additional features, visit the drawdowns tool.
Volatility
EQTIX vs. JEPI - Volatility Comparison
Shelton Equity Income Fund (EQTIX) has a higher volatility of 2.93% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.61%. This indicates that EQTIX'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.