FDFPX vs. JEPQ
Compare and contrast key facts about Fidelity Flex Freedom Blend 2065 Fund (FDFPX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
FDFPX is managed by Fidelity. It was launched on Jun 28, 2019. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDFPX or JEPQ.
Correlation
The correlation between FDFPX and JEPQ is 0.84, 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
FDFPX vs. JEPQ - Performance Comparison
Key characteristics
FDFPX:
1.50
JEPQ:
2.14
FDFPX:
2.08
JEPQ:
2.78
FDFPX:
1.27
JEPQ:
1.43
FDFPX:
2.22
JEPQ:
2.50
FDFPX:
9.18
JEPQ:
10.77
FDFPX:
1.86%
JEPQ:
2.49%
FDFPX:
11.41%
JEPQ:
12.53%
FDFPX:
-31.22%
JEPQ:
-16.82%
FDFPX:
-3.89%
JEPQ:
-1.48%
Returns By Period
In the year-to-date period, FDFPX achieves a 14.83% return, which is significantly lower than JEPQ's 25.70% return.
FDFPX
14.83%
-0.82%
4.47%
15.77%
9.48%
N/A
JEPQ
25.70%
2.67%
9.33%
26.16%
N/A
N/A
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FDFPX vs. JEPQ - Expense Ratio Comparison
FDFPX has a 0.00% expense ratio, which is lower than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
FDFPX vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Freedom Blend 2065 Fund (FDFPX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). 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
FDFPX vs. JEPQ - Dividend Comparison
FDFPX's dividend yield for the trailing twelve months is around 1.68%, less than JEPQ's 9.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
FDFPX Fidelity Flex Freedom Blend 2065 Fund | 1.68% | 1.90% | 2.55% | 2.52% | 1.55% | 2.03% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.41% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% |
Drawdowns
FDFPX vs. JEPQ - Drawdown Comparison
The maximum FDFPX drawdown since its inception was -31.22%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for FDFPX and JEPQ. For additional features, visit the drawdowns tool.
Volatility
FDFPX vs. JEPQ - Volatility Comparison
Fidelity Flex Freedom Blend 2065 Fund (FDFPX) has a higher volatility of 3.36% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 2.83%. This indicates that FDFPX's price experiences larger fluctuations and is considered to be riskier than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.