FUSD.L vs. JPEQ.AX
Compare and contrast key facts about Fidelity US Quality Income ETF Inc (FUSD.L) and JPMorgan US 100Q Equity Premium Income Active ETF (JPEQ.AX).
FUSD.L and JPEQ.AX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FUSD.L is a passively managed fund by Fidelity that tracks the performance of the Fidelity US Quality Income Index NR. It was launched on Jun 21, 2023. JPEQ.AX is an actively managed fund by JPMorgan Chase. It was launched on May 23, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUSD.L or JPEQ.AX.
Correlation
The correlation between FUSD.L and JPEQ.AX is 0.32, 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
FUSD.L vs. JPEQ.AX - Performance Comparison
Key characteristics
FUSD.L:
1.52
JPEQ.AX:
1.74
FUSD.L:
2.15
JPEQ.AX:
2.32
FUSD.L:
1.28
JPEQ.AX:
1.34
FUSD.L:
2.85
JPEQ.AX:
2.59
FUSD.L:
7.88
JPEQ.AX:
10.32
FUSD.L:
2.21%
JPEQ.AX:
2.54%
FUSD.L:
11.48%
JPEQ.AX:
15.08%
FUSD.L:
-35.82%
JPEQ.AX:
-10.13%
FUSD.L:
-1.71%
JPEQ.AX:
-0.63%
Returns By Period
In the year-to-date period, FUSD.L achieves a 2.24% return, which is significantly higher than JPEQ.AX's 0.93% return.
FUSD.L
2.24%
0.98%
4.37%
16.84%
12.47%
N/A
JPEQ.AX
0.93%
0.87%
19.11%
24.04%
N/A
N/A
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FUSD.L vs. JPEQ.AX - Expense Ratio Comparison
Risk-Adjusted Performance
FUSD.L vs. JPEQ.AX — Risk-Adjusted Performance Rank
FUSD.L
JPEQ.AX
FUSD.L vs. JPEQ.AX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity US Quality Income ETF Inc (FUSD.L) and JPMorgan US 100Q Equity Premium Income Active ETF (JPEQ.AX). 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
FUSD.L vs. JPEQ.AX - Dividend Comparison
FUSD.L's dividend yield for the trailing twelve months is around 1.34%, less than JPEQ.AX's 7.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FUSD.L Fidelity US Quality Income ETF Inc | 1.34% | 1.85% | 2.10% | 2.31% | 2.30% | 2.30% | 1.95% | 2.25% | 1.25% |
JPEQ.AX JPMorgan US 100Q Equity Premium Income Active ETF | 7.66% | 7.21% | 4.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FUSD.L vs. JPEQ.AX - Drawdown Comparison
The maximum FUSD.L drawdown since its inception was -35.82%, which is greater than JPEQ.AX's maximum drawdown of -10.13%. Use the drawdown chart below to compare losses from any high point for FUSD.L and JPEQ.AX. For additional features, visit the drawdowns tool.
Volatility
FUSD.L vs. JPEQ.AX - Volatility Comparison
Fidelity US Quality Income ETF Inc (FUSD.L) has a higher volatility of 3.46% compared to JPMorgan US 100Q Equity Premium Income Active ETF (JPEQ.AX) at 3.22%. This indicates that FUSD.L's price experiences larger fluctuations and is considered to be riskier than JPEQ.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.