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. It was launched on May 20, 2020.
Performance
GFFFX vs. JEPI - Performance Comparison
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GFFFX vs. JEPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
GFFFX American Funds The Growth Fund of America | -11.18% | 19.96% | 28.28% | 37.51% | -30.61% | 19.55% | 36.63% |
JEPI JPMorgan Equity Premium Income ETF | 0.20% | 8.09% | 12.57% | 9.83% | -3.49% | 21.52% | 18.61% |
Returns By Period
In the year-to-date period, GFFFX achieves a -11.18% return, which is significantly lower than JEPI's 0.20% return.
GFFFX
- 1D
- -0.48%
- 1M
- -9.64%
- YTD
- -11.18%
- 6M
- -9.80%
- 1Y
- 13.80%
- 3Y*
- 19.10%
- 5Y*
- 8.75%
- 10Y*
- 14.16%
JEPI
- 1D
- 1.85%
- 1M
- -4.79%
- YTD
- 0.20%
- 6M
- 3.11%
- 1Y
- 7.84%
- 3Y*
- 9.57%
- 5Y*
- 8.26%
- 10Y*
- —
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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.
Return for Risk
GFFFX vs. JEPI — Risk / Return Rank
GFFFX
JEPI
GFFFX vs. JEPI - Risk-Adjusted Trends 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.
| GFFFX | JEPI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.60 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.08 | 0.93 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 0.85 | -0.07 |
Martin ratioReturn relative to average drawdown | 2.99 | 4.15 | -1.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GFFFX | JEPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.60 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.75 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 1.03 | -0.29 |
Correlation
The correlation between GFFFX and JEPI is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
GFFFX vs. JEPI - Dividend Comparison
GFFFX's dividend yield for the trailing twelve months is around 12.33%, more than JEPI's 8.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GFFFX American Funds The Growth Fund of America | 12.33% | 10.95% | 9.23% | 7.64% | 4.32% | 8.42% | 4.51% | 7.38% | 12.29% | 7.27% | 6.87% | 9.13% |
JEPI JPMorgan Equity Premium Income ETF | 8.40% | 8.25% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GFFFX vs. JEPI - Drawdown Comparison
The maximum GFFFX drawdown since its inception was -36.26%, 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.
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Drawdown Indicators
| GFFFX | JEPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.26% | -13.71% | -22.55% |
Max Drawdown (1Y)Largest decline over 1 year | -13.74% | -10.28% | -3.46% |
Max Drawdown (5Y)Largest decline over 5 years | -36.26% | -13.71% | -22.55% |
Max Drawdown (10Y)Largest decline over 10 years | -36.26% | — | — |
Current DrawdownCurrent decline from peak | -13.74% | -4.79% | -8.95% |
Average DrawdownAverage peak-to-trough decline | -5.60% | -2.07% | -3.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 2.10% | +1.46% |
Volatility
GFFFX vs. JEPI - Volatility Comparison
American Funds The Growth Fund of America (GFFFX) has a higher volatility of 5.47% compared to JPMorgan Equity Premium Income ETF (JEPI) at 3.95%. 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.
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Volatility by Period
| GFFFX | JEPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 3.95% | +1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 11.61% | 6.36% | +5.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.77% | 13.26% | +7.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.17% | 11.06% | +9.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.61% | 10.89% | +8.72% |