IVVW vs. JEPAX
Compare and contrast key facts about iShares S&P 500 BuyWrite ETF (IVVW) and JPMorgan Equity Premium Income Fund Class A (JEPAX).
IVVW is a passively managed fund by iShares that tracks the performance of the Cboe S&P 500 Enhanced 1% OTM BuyWrite Index - Benchmark TR Gross. It was launched on Mar 14, 2024. JEPAX is managed by JPMorgan. It was launched on Aug 31, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVVW or JEPAX.
Correlation
The correlation between IVVW and JEPAX is 0.68, 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
IVVW vs. JEPAX - Performance Comparison
Key characteristics
IVVW:
8.87%
JEPAX:
7.92%
IVVW:
-6.20%
JEPAX:
-32.69%
IVVW:
-1.78%
JEPAX:
-4.92%
Returns By Period
In the year-to-date period, IVVW achieves a -0.09% return, which is significantly higher than JEPAX's -0.28% return.
IVVW
-0.09%
-1.53%
6.67%
N/A
N/A
N/A
JEPAX
-0.28%
-3.11%
3.62%
10.74%
8.14%
N/A
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IVVW vs. JEPAX - Expense Ratio Comparison
IVVW has a 0.25% expense ratio, which is lower than JEPAX's 0.85% expense ratio.
Risk-Adjusted Performance
IVVW vs. JEPAX — Risk-Adjusted Performance Rank
IVVW
JEPAX
IVVW vs. JEPAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 BuyWrite ETF (IVVW) and JPMorgan Equity Premium Income Fund Class A (JEPAX). 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.
Not enough dataDividends
IVVW vs. JEPAX - Dividend Comparison
IVVW's dividend yield for the trailing twelve months is around 13.73%, more than JEPAX's 6.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
IVVW iShares S&P 500 BuyWrite ETF | 13.73% | 13.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPAX JPMorgan Equity Premium Income Fund Class A | 6.35% | 6.33% | 8.19% | 11.97% | 7.36% | 11.35% | 7.51% |
Drawdowns
IVVW vs. JEPAX - Drawdown Comparison
The maximum IVVW drawdown since its inception was -6.20%, smaller than the maximum JEPAX drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for IVVW and JEPAX. For additional features, visit the drawdowns tool.
Volatility
IVVW vs. JEPAX - Volatility Comparison
The current volatility for iShares S&P 500 BuyWrite ETF (IVVW) is 2.98%, while JPMorgan Equity Premium Income Fund Class A (JEPAX) has a volatility of 3.57%. This indicates that IVVW experiences smaller price fluctuations and is considered to be less risky than JEPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.