Correlation
The correlation between FCUS and JEPI is 0.80, 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.
FCUS vs. JEPI
Compare and contrast key facts about Pinnacle Focused Opportunities ETF (FCUS) and JPMorgan Equity Premium Income ETF (JEPI).
FCUS and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FCUS is an actively managed fund by Pinnacle. It was launched on Dec 28, 2022. 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: FCUS or JEPI.
Performance
FCUS vs. JEPI - Performance Comparison
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Key characteristics
FCUS:
-0.16
JEPI:
0.56
FCUS:
-0.03
JEPI:
0.81
FCUS:
1.00
JEPI:
1.13
FCUS:
-0.17
JEPI:
0.54
FCUS:
-0.42
JEPI:
2.23
FCUS:
16.47%
JEPI:
3.19%
FCUS:
35.16%
JEPI:
13.82%
FCUS:
-39.89%
JEPI:
-13.71%
FCUS:
-26.86%
JEPI:
-4.02%
Returns By Period
In the year-to-date period, FCUS achieves a -14.14% return, which is significantly lower than JEPI's 0.17% return.
FCUS
-14.14%
8.79%
-22.52%
-5.73%
N/A
N/A
N/A
JEPI
0.17%
1.79%
-3.98%
7.73%
8.01%
10.94%
N/A
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FCUS vs. JEPI - Expense Ratio Comparison
FCUS has a 0.79% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
FCUS vs. JEPI — Risk-Adjusted Performance Rank
FCUS
JEPI
FCUS vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pinnacle Focused Opportunities ETF (FCUS) 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
FCUS vs. JEPI - Dividend Comparison
FCUS's dividend yield for the trailing twelve months is around 13.04%, more than JEPI's 8.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
FCUS Pinnacle Focused Opportunities ETF | 13.04% | 11.19% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 8.01% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
FCUS vs. JEPI - Drawdown Comparison
The maximum FCUS drawdown since its inception was -39.89%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for FCUS and JEPI.
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Volatility
FCUS vs. JEPI - Volatility Comparison
Pinnacle Focused Opportunities ETF (FCUS) has a higher volatility of 4.15% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.29%. This indicates that FCUS'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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