EVTMX vs. JEPI
Compare and contrast key facts about Eaton Vance Dividend Builder Fund (EVTMX) and JPMorgan Equity Premium Income ETF (JEPI).
EVTMX is managed by Eaton Vance. It was launched on Dec 18, 1981. 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: EVTMX or JEPI.
Correlation
The correlation between EVTMX and JEPI is 0.89, 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
EVTMX vs. JEPI - Performance Comparison
Key characteristics
EVTMX:
0.17
JEPI:
0.82
EVTMX:
0.30
JEPI:
1.16
EVTMX:
1.04
JEPI:
1.15
EVTMX:
0.10
JEPI:
1.34
EVTMX:
0.47
JEPI:
4.01
EVTMX:
4.76%
JEPI:
1.81%
EVTMX:
12.96%
JEPI:
8.79%
EVTMX:
-65.04%
JEPI:
-13.71%
EVTMX:
-17.18%
JEPI:
-3.32%
Returns By Period
In the year-to-date period, EVTMX achieves a 0.85% return, which is significantly lower than JEPI's 0.90% return.
EVTMX
0.85%
-1.41%
-4.88%
2.74%
7.71%
2.70%
JEPI
0.90%
-2.18%
0.04%
7.48%
N/A
N/A
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EVTMX vs. JEPI - Expense Ratio Comparison
EVTMX has a 0.99% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
EVTMX vs. JEPI — Risk-Adjusted Performance Rank
EVTMX
JEPI
EVTMX vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Dividend Builder Fund (EVTMX) 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
EVTMX vs. JEPI - Dividend Comparison
EVTMX's dividend yield for the trailing twelve months is around 1.53%, less than JEPI's 7.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVTMX Eaton Vance Dividend Builder Fund | 1.53% | 1.67% | 1.58% | 2.42% | 1.73% | 1.55% | 1.69% | 2.11% | 1.81% | 1.95% | 1.80% | 1.37% |
JEPI JPMorgan Equity Premium Income ETF | 7.60% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EVTMX vs. JEPI - Drawdown Comparison
The maximum EVTMX drawdown since its inception was -65.04%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for EVTMX and JEPI. For additional features, visit the drawdowns tool.
Volatility
EVTMX vs. JEPI - Volatility Comparison
Eaton Vance Dividend Builder Fund (EVTMX) has a higher volatility of 4.48% compared to JPMorgan Equity Premium Income ETF (JEPI) at 3.81%. This indicates that EVTMX'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.