HSUN vs. JPIE
Compare and contrast key facts about Hartford Sustainable Income ETF (HSUN) and JPMorgan Income ETF (JPIE).
HSUN and JPIE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HSUN is an actively managed fund by Hartford. It was launched on Sep 21, 2021. JPIE is an actively managed fund by JPMorgan. It was launched on Oct 28, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSUN or JPIE.
Correlation
The correlation between HSUN and JPIE is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HSUN vs. JPIE - Performance Comparison
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Key characteristics
HSUN:
1.95
JPIE:
3.01
HSUN:
2.67
JPIE:
4.20
HSUN:
1.38
JPIE:
1.76
HSUN:
1.78
JPIE:
4.26
HSUN:
7.26
JPIE:
19.50
HSUN:
1.15%
JPIE:
0.38%
HSUN:
4.36%
JPIE:
2.42%
HSUN:
-19.34%
JPIE:
-9.96%
HSUN:
-1.37%
JPIE:
-0.20%
Returns By Period
In the year-to-date period, HSUN achieves a 1.60% return, which is significantly lower than JPIE's 2.13% return.
HSUN
1.60%
2.54%
2.05%
8.20%
N/A
N/A
JPIE
2.13%
1.32%
3.01%
7.23%
N/A
N/A
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HSUN vs. JPIE - Expense Ratio Comparison
HSUN has a 0.54% expense ratio, which is higher than JPIE's 0.41% expense ratio.
Risk-Adjusted Performance
HSUN vs. JPIE — Risk-Adjusted Performance Rank
HSUN
JPIE
HSUN vs. JPIE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Sustainable Income ETF (HSUN) and JPMorgan Income ETF (JPIE). 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
HSUN vs. JPIE - Dividend Comparison
HSUN's dividend yield for the trailing twelve months is around 6.64%, more than JPIE's 5.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
HSUN Hartford Sustainable Income ETF | 6.64% | 6.51% | 5.76% | 4.87% | 0.71% |
JPIE JPMorgan Income ETF | 5.96% | 6.11% | 5.70% | 4.49% | 0.63% |
Drawdowns
HSUN vs. JPIE - Drawdown Comparison
The maximum HSUN drawdown since its inception was -19.34%, which is greater than JPIE's maximum drawdown of -9.96%. Use the drawdown chart below to compare losses from any high point for HSUN and JPIE. For additional features, visit the drawdowns tool.
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Volatility
HSUN vs. JPIE - Volatility Comparison
Hartford Sustainable Income ETF (HSUN) has a higher volatility of 1.21% compared to JPMorgan Income ETF (JPIE) at 0.76%. This indicates that HSUN's price experiences larger fluctuations and is considered to be riskier than JPIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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