Correlation
The correlation between GAUG and JEPI is 0.80, 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.
GAUG vs. JEPI
Compare and contrast key facts about FT Cboe Vest U.S. Equity Moderate Buffer ETF - August (GAUG) and JPMorgan Equity Premium Income ETF (JEPI).
GAUG and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GAUG is a passively managed fund by FT Vest that tracks the performance of the S&P 500. It was launched on Aug 17, 2023. 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: GAUG or JEPI.
Performance
GAUG vs. JEPI - Performance Comparison
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Key characteristics
GAUG:
0.77
JEPI:
0.56
GAUG:
1.15
JEPI:
0.81
GAUG:
1.20
JEPI:
1.13
GAUG:
0.74
JEPI:
0.54
GAUG:
3.40
JEPI:
2.23
GAUG:
2.19%
JEPI:
3.19%
GAUG:
9.98%
JEPI:
13.82%
GAUG:
-10.08%
JEPI:
-13.71%
GAUG:
-0.56%
JEPI:
-4.02%
Returns By Period
In the year-to-date period, GAUG achieves a 1.73% return, which is significantly higher than JEPI's 0.17% return.
GAUG
1.73%
3.73%
1.10%
7.66%
N/A
N/A
N/A
JEPI
0.17%
1.79%
-3.98%
7.73%
8.01%
10.94%
N/A
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GAUG vs. JEPI - Expense Ratio Comparison
GAUG has a 0.85% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
GAUG vs. JEPI — Risk-Adjusted Performance Rank
GAUG
JEPI
GAUG vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest U.S. Equity Moderate Buffer ETF - August (GAUG) 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
GAUG vs. JEPI - Dividend Comparison
GAUG has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 8.01%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
GAUG FT Cboe Vest U.S. Equity Moderate Buffer ETF - August | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 8.01% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
GAUG vs. JEPI - Drawdown Comparison
The maximum GAUG drawdown since its inception was -10.08%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for GAUG and JEPI.
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Volatility
GAUG vs. JEPI - Volatility Comparison
FT Cboe Vest U.S. Equity Moderate Buffer ETF - August (GAUG) has a higher volatility of 2.86% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.29%. This indicates that GAUG'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.
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