FLAU vs. JEPI
Compare and contrast key facts about Franklin FTSE Australia ETF (FLAU) and JPMorgan Equity Premium Income ETF (JEPI).
FLAU and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLAU is a passively managed fund by Franklin Templeton that tracks the performance of the FTSE Australia RIC Capped Index. It was launched on Nov 2, 2017. 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: FLAU or JEPI.
Correlation
The correlation between FLAU and JEPI is 0.81, 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
FLAU vs. JEPI - Performance Comparison
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Key characteristics
FLAU:
0.36
JEPI:
0.45
FLAU:
0.66
JEPI:
0.72
FLAU:
1.09
JEPI:
1.12
FLAU:
0.35
JEPI:
0.47
FLAU:
1.14
JEPI:
2.01
FLAU:
6.83%
JEPI:
3.07%
FLAU:
21.40%
JEPI:
13.77%
FLAU:
-45.73%
JEPI:
-13.71%
FLAU:
-4.54%
JEPI:
-4.12%
Returns By Period
In the year-to-date period, FLAU achieves a 7.13% return, which is significantly higher than JEPI's 0.06% return.
FLAU
7.13%
11.42%
1.57%
7.55%
13.88%
N/A
JEPI
0.06%
4.72%
-2.71%
6.13%
N/A
N/A
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FLAU vs. JEPI - Expense Ratio Comparison
FLAU has a 0.09% expense ratio, which is lower than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
FLAU vs. JEPI — Risk-Adjusted Performance Rank
FLAU
JEPI
FLAU vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin FTSE Australia ETF (FLAU) 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
FLAU vs. JEPI - Dividend Comparison
FLAU's dividend yield for the trailing twelve months is around 3.14%, less than JEPI's 8.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FLAU Franklin FTSE Australia ETF | 3.14% | 3.37% | 3.62% | 5.91% | 5.14% | 2.18% | 4.37% | 4.35% | 0.18% |
JEPI JPMorgan Equity Premium Income ETF | 8.02% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% |
Drawdowns
FLAU vs. JEPI - Drawdown Comparison
The maximum FLAU drawdown since its inception was -45.73%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for FLAU and JEPI. For additional features, visit the drawdowns tool.
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Volatility
FLAU vs. JEPI - Volatility Comparison
Franklin FTSE Australia ETF (FLAU) and JPMorgan Equity Premium Income ETF (JEPI) have volatilities of 4.32% and 4.17%, 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.
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