HDIVX vs. JEPQ
Compare and contrast key facts about Janus Henderson Dividend & Income Builder Fund (HDIVX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
HDIVX is managed by Janus Henderson. It was launched on Jul 31, 2012. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDIVX or JEPQ.
Correlation
The correlation between HDIVX and JEPQ 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.
Performance
HDIVX vs. JEPQ - Performance Comparison
Key characteristics
HDIVX:
0.52
JEPQ:
2.23
HDIVX:
0.76
JEPQ:
2.90
HDIVX:
1.10
JEPQ:
1.44
HDIVX:
0.57
JEPQ:
2.64
HDIVX:
1.72
JEPQ:
11.33
HDIVX:
3.73%
JEPQ:
2.50%
HDIVX:
12.29%
JEPQ:
12.67%
HDIVX:
-28.56%
JEPQ:
-16.82%
HDIVX:
-10.76%
JEPQ:
-1.05%
Returns By Period
In the year-to-date period, HDIVX achieves a 0.33% return, which is significantly lower than JEPQ's 1.24% return.
HDIVX
0.33%
-7.40%
-7.00%
6.34%
5.60%
6.14%
JEPQ
1.24%
0.08%
7.90%
28.79%
N/A
N/A
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HDIVX vs. JEPQ - Expense Ratio Comparison
HDIVX has a 0.95% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
HDIVX vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Dividend & Income Builder Fund (HDIVX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). 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
HDIVX vs. JEPQ - Dividend Comparison
HDIVX's dividend yield for the trailing twelve months is around 2.39%, less than JEPQ's 9.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDIVX Janus Henderson Dividend & Income Builder Fund | 2.39% | 2.40% | 3.10% | 4.14% | 3.30% | 3.26% | 3.20% | 3.27% | 2.76% | 3.12% | 3.03% | 2.96% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.54% | 9.66% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HDIVX vs. JEPQ - Drawdown Comparison
The maximum HDIVX drawdown since its inception was -28.56%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for HDIVX and JEPQ. For additional features, visit the drawdowns tool.
Volatility
HDIVX vs. JEPQ - Volatility Comparison
Janus Henderson Dividend & Income Builder Fund (HDIVX) has a higher volatility of 5.35% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 3.43%. This indicates that HDIVX's price experiences larger fluctuations and is considered to be riskier than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.