FFEB vs. JHEQX
Compare and contrast key facts about FT Cboe Vest U.S. Equity Buffer ETF - February (FFEB) and JPMorgan Hedged Equity Fund Class I (JHEQX).
FFEB is a passively managed fund by First Trust that tracks the performance of the Cboe S&P 500 Buffer Protect Index February Series. It was launched on Feb 21, 2020. JHEQX is managed by JPMorgan Chase. It was launched on Dec 13, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFEB or JHEQX.
Correlation
The correlation between FFEB and JHEQX 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
FFEB vs. JHEQX - Performance Comparison
Key characteristics
FFEB:
0.47
JHEQX:
0.41
FFEB:
0.74
JHEQX:
0.64
FFEB:
1.13
JHEQX:
1.09
FFEB:
0.48
JHEQX:
0.37
FFEB:
2.54
JHEQX:
1.63
FFEB:
2.26%
JHEQX:
2.93%
FFEB:
12.29%
JHEQX:
11.81%
FFEB:
-22.81%
JHEQX:
-18.85%
FFEB:
-8.20%
JHEQX:
-10.50%
Returns By Period
In the year-to-date period, FFEB achieves a -5.99% return, which is significantly higher than JHEQX's -8.28% return.
FFEB
-5.99%
-4.88%
-4.49%
6.20%
11.02%
N/A
JHEQX
-8.28%
-5.40%
-8.09%
5.36%
8.62%
7.32%
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FFEB vs. JHEQX - Expense Ratio Comparison
FFEB has a 0.85% expense ratio, which is higher than JHEQX's 0.58% expense ratio.
Risk-Adjusted Performance
FFEB vs. JHEQX — Risk-Adjusted Performance Rank
FFEB
JHEQX
FFEB vs. JHEQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest U.S. Equity Buffer ETF - February (FFEB) and JPMorgan Hedged Equity Fund Class I (JHEQX). 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
FFEB vs. JHEQX - Dividend Comparison
FFEB has not paid dividends to shareholders, while JHEQX's dividend yield for the trailing twelve months is around 0.82%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFEB FT Cboe Vest U.S. Equity Buffer ETF - February | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JHEQX JPMorgan Hedged Equity Fund Class I | 0.82% | 0.74% | 0.98% | 0.98% | 0.71% | 1.11% | 1.11% | 1.13% | 0.99% | 1.35% | 1.22% | 1.07% |
Drawdowns
FFEB vs. JHEQX - Drawdown Comparison
The maximum FFEB drawdown since its inception was -22.81%, which is greater than JHEQX's maximum drawdown of -18.85%. Use the drawdown chart below to compare losses from any high point for FFEB and JHEQX. For additional features, visit the drawdowns tool.
Volatility
FFEB vs. JHEQX - Volatility Comparison
FT Cboe Vest U.S. Equity Buffer ETF - February (FFEB) has a higher volatility of 9.85% compared to JPMorgan Hedged Equity Fund Class I (JHEQX) at 7.78%. This indicates that FFEB's price experiences larger fluctuations and is considered to be riskier than JHEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.