JEPAX vs. COWZ

In the year-to-date period, JEPAX achieves a -1.31% return, which is significantly higher than COWZ's -4.69% return.

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JEPAX has a 0.85% expense ratio, which is higher than COWZ's 0.49% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Premium Income Fund Class A (JEPAX) and Pacer US Cash Cows 100 ETF (COWZ). 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.

The current JEPAX Sharpe Ratio is 0.32, which is higher than the COWZ Sharpe Ratio of -0.05. The chart below compares the historical Sharpe Ratios of JEPAX and COWZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JEPAX's dividend yield for the trailing twelve months is around 7.76%, more than COWZ's 1.89% yield.

The maximum JEPAX drawdown since its inception was -32.68%, smaller than the maximum COWZ drawdown of -38.63%. Use the drawdown chart below to compare losses from any high point for JEPAX and COWZ. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan Equity Premium Income Fund Class A (JEPAX) is 2.56%, while Pacer US Cash Cows 100 ETF (COWZ) has a volatility of 5.31%. This indicates that JEPAX experiences smaller price fluctuations and is considered to be less risky than COWZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.