GFFFX vs. JEPI
Compare and contrast key facts about American Funds The Growth Fund of America (GFFFX) and JPMorgan Equity Premium Income ETF (JEPI).
GFFFX is managed by American Funds. It was launched on Dec 1, 1973. 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: GFFFX or JEPI.
Key characteristics
| GFFFX | JEPI | |
|---|---|---|
| YTD Return | 9.79% | 4.29% |
| 1Y Return | 37.51% | 11.70% |
| 3Y Return (Ann) | 5.66% | 7.27% |
| Sharpe Ratio | 2.57 | 1.54 |
| Daily Std Dev | 14.23% | 7.24% |
| Max Drawdown | -44.33% | -13.71% |
| Current Drawdown | -2.87% | -1.95% |
Correlation
The correlation between GFFFX and JEPI is 0.70, 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
GFFFX vs. JEPI - Performance Comparison
In the year-to-date period, GFFFX achieves a 9.79% return, which is significantly higher than JEPI's 4.29% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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GFFFX vs. JEPI - Expense Ratio Comparison
GFFFX has a 0.40% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
GFFFX vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America (GFFFX) 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
GFFFX vs. JEPI - Dividend Comparison
GFFFX's dividend yield for the trailing twelve months is around 6.96%, less than JEPI's 7.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GFFFX American Funds The Growth Fund of America | 6.96% | 7.64% | 4.32% | 8.42% | 4.51% | 7.38% | 12.29% | 7.27% | 6.87% | 9.13% | 10.90% | 7.53% |
JEPI JPMorgan Equity Premium Income ETF | 7.43% | 8.40% | 11.68% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GFFFX vs. JEPI - Drawdown Comparison
The maximum GFFFX drawdown since its inception was -44.33%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for GFFFX and JEPI. For additional features, visit the drawdowns tool.
Volatility
GFFFX vs. JEPI - Volatility Comparison
American Funds The Growth Fund of America (GFFFX) has a higher volatility of 5.05% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.66%. This indicates that GFFFX'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.