HYLD vs. JEPI
Compare and contrast key facts about High Yield ETF (HYLD) and JPMorgan Equity Premium Income ETF (JEPI).
HYLD and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HYLD is an actively managed fund by Eve Capital. It was launched on Nov 30, 2010. 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: HYLD or JEPI.
Key characteristics
| HYLD | JEPI |
|---|
Correlation
The correlation between HYLD and JEPI is 0.24, 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
HYLD vs. JEPI - Performance Comparison
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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HYLD vs. JEPI - Expense Ratio Comparison
HYLD has a 1.29% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
HYLD vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for High Yield ETF (HYLD) 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
HYLD vs. JEPI - Dividend Comparison
HYLD has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 7.07%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HYLD High Yield ETF | 0.00% | 8.59% | 7.86% | 6.75% | 7.52% | 7.46% | 7.97% | 7.18% | 6.59% | 10.87% | 9.88% | 7.96% |
JEPI JPMorgan Equity Premium Income ETF | 7.07% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HYLD vs. JEPI - Drawdown Comparison
Volatility
HYLD vs. JEPI - Volatility Comparison
The current volatility for High Yield ETF (HYLD) is 0.00%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 1.97%. This indicates that HYLD experiences smaller price fluctuations and is considered to be less risky than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.