FMS vs. JEPI
Compare and contrast key facts about Fresenius Medical Care AG & Co. KGaA (FMS) and JPMorgan Equity Premium Income ETF (JEPI).
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: FMS or JEPI.
Correlation
The correlation between FMS and JEPI is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FMS vs. JEPI - Performance Comparison
Key characteristics
FMS:
1.04
JEPI:
0.30
FMS:
1.52
JEPI:
0.51
FMS:
1.19
JEPI:
1.08
FMS:
0.49
JEPI:
0.30
FMS:
4.24
JEPI:
1.54
FMS:
7.27%
JEPI:
2.61%
FMS:
29.76%
JEPI:
13.41%
FMS:
-77.28%
JEPI:
-13.71%
FMS:
-52.43%
JEPI:
-8.81%
Returns By Period
In the year-to-date period, FMS achieves a 4.46% return, which is significantly higher than JEPI's -4.83% return.
FMS
4.46%
-4.56%
15.37%
25.53%
-5.64%
-4.17%
JEPI
-4.83%
-5.65%
-6.76%
4.44%
N/A
N/A
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Risk-Adjusted Performance
FMS vs. JEPI — Risk-Adjusted Performance Rank
FMS
JEPI
FMS vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fresenius Medical Care AG & Co. KGaA (FMS) 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
FMS vs. JEPI - Dividend Comparison
FMS's dividend yield for the trailing twelve months is around 2.68%, less than JEPI's 8.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMS Fresenius Medical Care AG & Co. KGaA | 2.68% | 2.80% | 2.97% | 4.34% | 2.57% | 1.70% | 1.78% | 1.95% | 0.98% | 1.04% | 1.05% | 1.44% |
JEPI JPMorgan Equity Premium Income ETF | 8.06% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FMS vs. JEPI - Drawdown Comparison
The maximum FMS drawdown since its inception was -77.28%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for FMS and JEPI. For additional features, visit the drawdowns tool.
Volatility
FMS vs. JEPI - Volatility Comparison
Fresenius Medical Care AG & Co. KGaA (FMS) has a higher volatility of 11.87% compared to JPMorgan Equity Premium Income ETF (JEPI) at 10.62%. This indicates that FMS's price experiences larger fluctuations and is considered to be riskier than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.