IDOG vs. JEPI
Compare and contrast key facts about ALPS International Sector Dividend Dogs ETF (IDOG) and JPMorgan Equity Premium Income ETF (JEPI).
IDOG and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IDOG is a passively managed fund by SS&C that tracks the performance of the S-Network International Sector Dividend Dogs Index. It was launched on Jun 27, 2013. 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: IDOG or JEPI.
Correlation
The correlation between IDOG and JEPI is 0.64, 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
IDOG vs. JEPI - Performance Comparison
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Key characteristics
IDOG:
0.69
JEPI:
0.41
IDOG:
1.04
JEPI:
0.64
IDOG:
1.13
JEPI:
1.10
IDOG:
0.82
JEPI:
0.40
IDOG:
2.30
JEPI:
1.70
IDOG:
4.98%
JEPI:
3.13%
IDOG:
17.29%
JEPI:
13.81%
IDOG:
-37.32%
JEPI:
-13.71%
IDOG:
-0.56%
JEPI:
-4.31%
Returns By Period
In the year-to-date period, IDOG achieves a 17.75% return, which is significantly higher than JEPI's -0.13% return.
IDOG
17.75%
8.16%
17.71%
11.86%
12.15%
15.18%
6.31%
JEPI
-0.13%
7.03%
-2.10%
5.62%
9.35%
11.36%
N/A
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IDOG vs. JEPI - Expense Ratio Comparison
IDOG has a 0.50% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
IDOG vs. JEPI — Risk-Adjusted Performance Rank
IDOG
JEPI
IDOG vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS International Sector Dividend Dogs ETF (IDOG) 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.
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Dividends
IDOG vs. JEPI - Dividend Comparison
IDOG's dividend yield for the trailing twelve months is around 4.52%, less than JEPI's 8.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDOG ALPS International Sector Dividend Dogs ETF | 4.52% | 4.90% | 4.86% | 4.46% | 3.85% | 3.00% | 5.41% | 4.50% | 3.33% | 4.01% | 4.19% | 4.58% |
JEPI JPMorgan Equity Premium Income ETF | 8.03% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IDOG vs. JEPI - Drawdown Comparison
The maximum IDOG drawdown since its inception was -37.32%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for IDOG and JEPI. For additional features, visit the drawdowns tool.
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Volatility
IDOG vs. JEPI - Volatility Comparison
ALPS International Sector Dividend Dogs ETF (IDOG) has a higher volatility of 3.03% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.29%. This indicates that IDOG'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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