JEPAX vs. COWZ
Compare and contrast key facts about JPMorgan Equity Premium Income Fund Class A (JEPAX) and Pacer US Cash Cows 100 ETF (COWZ).
JEPAX is managed by JPMorgan. It was launched on Aug 31, 2018. COWZ is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer US Cash Cows 100 Index. It was launched on Dec 16, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JEPAX or COWZ.
Correlation
The correlation between JEPAX and COWZ is 0.65, 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
JEPAX vs. COWZ - Performance Comparison
Key characteristics
JEPAX:
1.65
COWZ:
1.13
JEPAX:
2.26
COWZ:
1.65
JEPAX:
1.32
COWZ:
1.20
JEPAX:
2.59
COWZ:
1.78
JEPAX:
8.11
COWZ:
4.04
JEPAX:
1.62%
COWZ:
3.80%
JEPAX:
7.97%
COWZ:
13.64%
JEPAX:
-32.69%
COWZ:
-38.63%
JEPAX:
-2.18%
COWZ:
-4.02%
Returns By Period
In the year-to-date period, JEPAX achieves a 1.95% return, which is significantly lower than COWZ's 3.82% return.
JEPAX
1.95%
1.53%
7.20%
12.54%
8.89%
N/A
COWZ
3.82%
3.39%
2.52%
14.81%
16.87%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JEPAX vs. COWZ - Expense Ratio Comparison
JEPAX has a 0.85% expense ratio, which is higher than COWZ's 0.49% expense ratio.
Risk-Adjusted Performance
JEPAX vs. COWZ — Risk-Adjusted Performance Rank
JEPAX
COWZ
JEPAX vs. COWZ - Risk-Adjusted Performance Comparison
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.
Dividends
JEPAX vs. COWZ - Dividend Comparison
JEPAX's dividend yield for the trailing twelve months is around 6.82%, more than COWZ's 1.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
JEPAX JPMorgan Equity Premium Income Fund Class A | 6.82% | 6.95% | 9.42% | 11.97% | 7.36% | 11.35% | 7.51% | 0.00% | 0.00% | 0.00% |
COWZ Pacer US Cash Cows 100 ETF | 1.76% | 1.82% | 1.92% | 1.96% | 1.48% | 2.54% | 1.96% | 1.67% | 1.94% | 0.13% |
Drawdowns
JEPAX vs. COWZ - Drawdown Comparison
The maximum JEPAX drawdown since its inception was -32.69%, 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.
Volatility
JEPAX vs. COWZ - Volatility Comparison
JPMorgan Equity Premium Income Fund Class A (JEPAX) and Pacer US Cash Cows 100 ETF (COWZ) have volatilities of 2.75% and 2.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.