FFEDX vs. JEPQ
Compare and contrast key facts about Fidelity Freedom Index 2025 Fund Institutional Premium Class (FFEDX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
FFEDX is managed by Fidelity. It was launched on Oct 2, 2009. JEPQ is a passively managed fund by JPMorgan that tracks the performance of the Nasdaq-100 Index. It was launched on May 3, 2022.
Performance
FFEDX vs. JEPQ - Performance Comparison
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FFEDX vs. JEPQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FFEDX Fidelity Freedom Index 2025 Fund Institutional Premium Class | -0.79% | 14.93% | 8.54% | 13.94% | -7.32% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | -1.88% | 15.18% | 24.85% | 36.28% | -12.89% |
Returns By Period
In the year-to-date period, FFEDX achieves a -0.79% return, which is significantly higher than JEPQ's -1.88% return.
FFEDX
- 1D
- 1.56%
- 1M
- -3.68%
- YTD
- -0.79%
- 6M
- 0.86%
- 1Y
- 12.34%
- 3Y*
- 10.10%
- 5Y*
- 4.74%
- 10Y*
- 7.42%
JEPQ
- 1D
- 1.02%
- 1M
- -2.60%
- YTD
- -1.88%
- 6M
- 2.46%
- 1Y
- 20.16%
- 3Y*
- 19.46%
- 5Y*
- —
- 10Y*
- —
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FFEDX vs. JEPQ - Expense Ratio Comparison
FFEDX has a 0.08% expense ratio, which is lower than JEPQ's 0.35% expense ratio.
Return for Risk
FFEDX vs. JEPQ — Risk / Return Rank
FFEDX
JEPQ
FFEDX vs. JEPQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2025 Fund Institutional Premium Class (FFEDX) 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.
| FFEDX | JEPQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.09 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.66 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.27 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.82 | +0.09 |
Martin ratioReturn relative to average drawdown | 8.24 | 8.93 | -0.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FFEDX | JEPQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.09 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.84 | -0.16 |
Correlation
The correlation between FFEDX and JEPQ 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.
Dividends
FFEDX vs. JEPQ - Dividend Comparison
FFEDX's dividend yield for the trailing twelve months is around 4.99%, less than JEPQ's 11.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFEDX Fidelity Freedom Index 2025 Fund Institutional Premium Class | 4.99% | 4.95% | 3.40% | 2.42% | 2.69% | 2.21% | 2.40% | 13.80% | 2.37% | 1.88% | 1.94% | 1.89% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.14% | 10.53% | 9.65% | 10.03% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FFEDX vs. JEPQ - Drawdown Comparison
The maximum FFEDX drawdown since its inception was -22.60%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for FFEDX and JEPQ.
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Drawdown Indicators
| FFEDX | JEPQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.60% | -20.07% | -2.53% |
Max Drawdown (1Y)Largest decline over 1 year | -6.77% | -11.58% | +4.81% |
Max Drawdown (5Y)Largest decline over 5 years | -22.60% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -22.60% | — | — |
Current DrawdownCurrent decline from peak | -4.27% | -4.89% | +0.62% |
Average DrawdownAverage peak-to-trough decline | -3.93% | -3.55% | -0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.56% | 2.36% | -0.80% |
Volatility
FFEDX vs. JEPQ - Volatility Comparison
The current volatility for Fidelity Freedom Index 2025 Fund Institutional Premium Class (FFEDX) is 3.75%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 6.08%. This indicates that FFEDX experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFEDX | JEPQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 6.08% | -2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 5.52% | 10.52% | -5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.23% | 18.54% | -9.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.50% | 16.91% | -7.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.86% | 16.91% | -7.05% |