INCM vs. JEPI
Compare and contrast key facts about Franklin Income Focus ETF (INCM) and JPMorgan Equity Premium Income ETF (JEPI).
INCM and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INCM is an actively managed fund by Franklin. It was launched on Jun 6, 2023. 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: INCM or JEPI.
Correlation
The correlation between INCM and JEPI is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
INCM vs. JEPI - Performance Comparison
Key characteristics
INCM:
0.84
JEPI:
0.30
INCM:
1.22
JEPI:
0.51
INCM:
1.18
JEPI:
1.08
INCM:
0.89
JEPI:
0.30
INCM:
4.27
JEPI:
1.54
INCM:
1.63%
JEPI:
2.61%
INCM:
8.27%
JEPI:
13.41%
INCM:
-7.84%
JEPI:
-13.71%
INCM:
-4.87%
JEPI:
-8.81%
Returns By Period
In the year-to-date period, INCM achieves a -0.55% return, which is significantly higher than JEPI's -4.83% return.
INCM
-0.55%
-3.99%
-3.51%
6.93%
N/A
N/A
JEPI
-4.83%
-5.65%
-6.76%
4.44%
N/A
N/A
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INCM vs. JEPI - Expense Ratio Comparison
INCM has a 0.38% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
INCM vs. JEPI — Risk-Adjusted Performance Rank
INCM
JEPI
INCM vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Focus ETF (INCM) 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
INCM vs. JEPI - Dividend Comparison
INCM's dividend yield for the trailing twelve months is around 5.06%, less than JEPI's 8.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
INCM Franklin Income Focus ETF | 5.06% | 5.07% | 3.01% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 8.06% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
INCM vs. JEPI - Drawdown Comparison
The maximum INCM drawdown since its inception was -7.84%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for INCM and JEPI. For additional features, visit the drawdowns tool.
Volatility
INCM vs. JEPI - Volatility Comparison
The current volatility for Franklin Income Focus ETF (INCM) is 6.05%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 10.62%. This indicates that INCM 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.