FJUN vs. JEPI
Compare and contrast key facts about FT Cboe Vest U.S. Equity Buffer ETF - June (FJUN) and JPMorgan Equity Premium Income ETF (JEPI).
FJUN and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FJUN is a passively managed fund by First Trust that tracks the performance of the Cboe S&P 500 Buffer Protect Index June. It was launched on Jun 19, 2020. 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: FJUN or JEPI.
Correlation
The correlation between FJUN and JEPI is 0.78, 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
FJUN vs. JEPI - Performance Comparison
Key characteristics
FJUN:
1.60
JEPI:
1.56
FJUN:
2.15
JEPI:
2.12
FJUN:
1.31
JEPI:
1.30
FJUN:
2.30
JEPI:
2.51
FJUN:
11.25
JEPI:
8.03
FJUN:
1.16%
JEPI:
1.54%
FJUN:
8.17%
JEPI:
7.96%
FJUN:
-10.89%
JEPI:
-13.71%
FJUN:
-1.87%
JEPI:
-0.50%
Returns By Period
In the year-to-date period, FJUN achieves a 1.38% return, which is significantly lower than JEPI's 3.84% return.
FJUN
1.38%
-0.63%
4.68%
12.85%
N/A
N/A
JEPI
3.84%
1.36%
5.00%
12.22%
N/A
N/A
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FJUN vs. JEPI - Expense Ratio Comparison
FJUN has a 0.85% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
FJUN vs. JEPI — Risk-Adjusted Performance Rank
FJUN
JEPI
FJUN vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest U.S. Equity Buffer ETF - June (FJUN) 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
FJUN vs. JEPI - Dividend Comparison
FJUN has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 7.14%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
FJUN FT Cboe Vest U.S. Equity Buffer ETF - June | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 7.14% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
FJUN vs. JEPI - Drawdown Comparison
The maximum FJUN drawdown since its inception was -10.89%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for FJUN and JEPI. For additional features, visit the drawdowns tool.
Volatility
FJUN vs. JEPI - Volatility Comparison
FT Cboe Vest U.S. Equity Buffer ETF - June (FJUN) and JPMorgan Equity Premium Income ETF (JEPI) have volatilities of 2.22% and 2.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.