IDV vs. JEPI
Compare and contrast key facts about iShares International Select Dividend ETF (IDV) and JPMorgan Equity Premium Income ETF (JEPI).
IDV and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IDV is a passively managed fund by iShares that tracks the performance of the Dow Jones EPAC Select Dividend. It was launched on Jun 11, 2007. 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: IDV or JEPI.
Correlation
The correlation between IDV 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
IDV vs. JEPI - Performance Comparison
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Key characteristics
IDV:
1.27
JEPI:
0.40
IDV:
1.79
JEPI:
0.72
IDV:
1.25
JEPI:
1.12
IDV:
1.76
JEPI:
0.47
IDV:
4.62
JEPI:
2.02
IDV:
4.53%
JEPI:
3.05%
IDV:
16.03%
JEPI:
13.74%
IDV:
-70.14%
JEPI:
-13.71%
IDV:
-0.30%
JEPI:
-4.77%
Returns By Period
In the year-to-date period, IDV achieves a 20.29% return, which is significantly higher than JEPI's -0.61% return.
IDV
20.29%
12.20%
17.22%
19.48%
13.49%
5.05%
JEPI
-0.61%
5.02%
-3.46%
5.33%
N/A
N/A
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IDV vs. JEPI - Expense Ratio Comparison
IDV has a 0.49% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
IDV vs. JEPI — Risk-Adjusted Performance Rank
IDV
JEPI
IDV vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Select Dividend ETF (IDV) 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
IDV vs. JEPI - Dividend Comparison
IDV's dividend yield for the trailing twelve months is around 5.25%, less than JEPI's 8.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 5.25% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.53% | 4.70% | 5.08% | 6.03% |
JEPI JPMorgan Equity Premium Income ETF | 8.07% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IDV vs. JEPI - Drawdown Comparison
The maximum IDV drawdown since its inception was -70.14%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for IDV and JEPI. For additional features, visit the drawdowns tool.
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Volatility
IDV vs. JEPI - Volatility Comparison
The current volatility for iShares International Select Dividend ETF (IDV) is 4.05%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 4.96%. This indicates that IDV 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.
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