FUQA.L vs. JEPI

In the year-to-date period, FUQA.L achieves a -6.60% return, which is significantly lower than JEPI's 0.17% return.

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FUQA.L has a 0.25% expense ratio, which is lower than JEPI's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity US Quality Income ETF Acc (FUQA.L) 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.

The current FUQA.L Sharpe Ratio is 0.26, which is lower than the JEPI Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of FUQA.L and JEPI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FUQA.L has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 8.01%.

The maximum FUQA.L drawdown since its inception was -27.34%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for FUQA.L and JEPI.

Fidelity US Quality Income ETF Acc (FUQA.L) has a higher volatility of 5.13% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.29%. This indicates that FUQA.L'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.