INDS vs. JEPI
Compare and contrast key facts about Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) and JPMorgan Equity Premium Income ETF (JEPI).
INDS and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INDS is a passively managed fund by Pacer Advisors that tracks the performance of the Benchmark Industrial Real Estate SCTR Index. It was launched on May 14, 2018. 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: INDS or JEPI.
Correlation
The correlation between INDS and JEPI is 0.40, 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
INDS vs. JEPI - Performance Comparison
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Key characteristics
INDS:
13.07%
JEPI:
6.02%
INDS:
-1.07%
JEPI:
-0.40%
INDS:
0.00%
JEPI:
-0.05%
Returns By Period
INDS
N/A
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JEPI
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INDS vs. JEPI - Expense Ratio Comparison
INDS has a 0.60% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
INDS vs. JEPI — Risk-Adjusted Performance Rank
INDS
JEPI
INDS vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) 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
INDS vs. JEPI - Dividend Comparison
INDS's dividend yield for the trailing twelve months is around 2.67%, more than JEPI's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
INDS Pacer Benchmark Industrial Real Estate SCTR ETF | 2.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
INDS vs. JEPI - Drawdown Comparison
The maximum INDS drawdown since its inception was -1.07%, which is greater than JEPI's maximum drawdown of -0.40%. Use the drawdown chart below to compare losses from any high point for INDS and JEPI. For additional features, visit the drawdowns tool.
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Volatility
INDS vs. JEPI - Volatility Comparison
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