EVF vs. JEPI
Compare and contrast key facts about Eaton Vance Senior Income Trust (EVF) and JPMorgan Equity Premium Income ETF (JEPI).
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: EVF or JEPI.
Correlation
The correlation between EVF and JEPI is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EVF vs. JEPI - Performance Comparison
Key characteristics
EVF:
0.58
JEPI:
1.84
EVF:
0.83
JEPI:
2.48
EVF:
1.11
JEPI:
1.36
EVF:
0.73
JEPI:
2.90
EVF:
3.42
JEPI:
9.33
EVF:
1.39%
JEPI:
1.53%
EVF:
8.22%
JEPI:
7.78%
EVF:
-62.14%
JEPI:
-13.71%
EVF:
-1.28%
JEPI:
0.00%
Returns By Period
In the year-to-date period, EVF achieves a 1.81% return, which is significantly lower than JEPI's 4.37% return.
EVF
1.81%
-0.11%
3.79%
5.74%
7.72%
7.16%
JEPI
4.37%
1.85%
7.28%
13.73%
N/A
N/A
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Risk-Adjusted Performance
EVF vs. JEPI — Risk-Adjusted Performance Rank
EVF
JEPI
EVF vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Senior Income Trust (EVF) 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
EVF vs. JEPI - Dividend Comparison
EVF's dividend yield for the trailing twelve months is around 10.58%, more than JEPI's 7.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVF Eaton Vance Senior Income Trust | 10.58% | 10.13% | 10.51% | 9.45% | 5.37% | 6.16% | 6.58% | 6.27% | 5.57% | 6.06% | 7.73% | 5.87% |
JEPI JPMorgan Equity Premium Income ETF | 7.10% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EVF vs. JEPI - Drawdown Comparison
The maximum EVF drawdown since its inception was -62.14%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for EVF and JEPI. For additional features, visit the drawdowns tool.
Volatility
EVF vs. JEPI - Volatility Comparison
Eaton Vance Senior Income Trust (EVF) has a higher volatility of 1.71% compared to JPMorgan Equity Premium Income ETF (JEPI) at 1.52%. This indicates that EVF'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.