HSLYX vs. JEPI
Compare and contrast key facts about Hartford Small Cap Growth Fund (HSLYX) and JPMorgan Equity Premium Income ETF (JEPI).
HSLYX is managed by Hartford. It was launched on Feb 19, 2002. 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: HSLYX or JEPI.
Key characteristics
| HSLYX | JEPI | |
|---|---|---|
| YTD Return | 11.88% | 12.16% |
| 1Y Return | 22.05% | 15.01% |
| 3Y Return (Ann) | -2.94% | 8.02% |
| Sharpe Ratio | 1.07 | 1.85 |
| Daily Std Dev | 20.16% | 7.98% |
| Max Drawdown | -59.62% | -13.71% |
| Current Drawdown | -13.50% | -0.34% |
Correlation
The correlation between HSLYX and JEPI is 0.66, 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
HSLYX vs. JEPI - Performance Comparison
The year-to-date returns for both investments are quite close, with HSLYX having a 11.88% return and JEPI slightly higher at 12.16%. 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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HSLYX vs. JEPI - Expense Ratio Comparison
HSLYX has a 0.87% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
HSLYX vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Small Cap Growth Fund (HSLYX) 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
HSLYX vs. JEPI - Dividend Comparison
HSLYX's dividend yield for the trailing twelve months is around 2.58%, less than JEPI's 7.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSLYX Hartford Small Cap Growth Fund | 2.58% | 2.89% | 0.00% | 20.41% | 6.23% | 1.34% | 28.57% | 4.51% | 0.58% | 0.00% | 4.08% | 6.80% |
JEPI JPMorgan Equity Premium Income ETF | 7.12% | 8.40% | 11.68% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HSLYX vs. JEPI - Drawdown Comparison
The maximum HSLYX drawdown since its inception was -59.62%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for HSLYX and JEPI. For additional features, visit the drawdowns tool.
Volatility
HSLYX vs. JEPI - Volatility Comparison
Hartford Small Cap Growth Fund (HSLYX) has a higher volatility of 6.09% compared to JPMorgan Equity Premium Income ETF (JEPI) at 1.85%. This indicates that HSLYX'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.