JHQDX vs. GTEYX
Compare and contrast key facts about JPMorgan Hedged Equity 2 Fund Class I (JHQDX) and Gateway Fund Class Y Shares (GTEYX).
JHQDX is managed by JPMorgan. It was launched on Feb 26, 2021. GTEYX is managed by Natixis.
Performance
JHQDX vs. GTEYX - Performance Comparison
Loading graphics...
JHQDX vs. GTEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
JHQDX JPMorgan Hedged Equity 2 Fund Class I | -3.02% | 7.56% | 18.03% | 15.26% | -13.30% | 14.40% |
GTEYX Gateway Fund Class Y Shares | -3.04% | 10.28% | 15.82% | 14.70% | -11.84% | 10.47% |
Returns By Period
The year-to-date returns for both stocks are quite close, with JHQDX having a -3.02% return and GTEYX slightly lower at -3.04%.
JHQDX
- 1D
- 1.10%
- 1M
- -3.65%
- YTD
- -3.02%
- 6M
- -1.43%
- 1Y
- 6.55%
- 3Y*
- 9.71%
- 5Y*
- 6.40%
- 10Y*
- —
GTEYX
- 1D
- 1.71%
- 1M
- -3.62%
- YTD
- -3.04%
- 6M
- -0.59%
- 1Y
- 9.81%
- 3Y*
- 10.54%
- 5Y*
- 6.10%
- 10Y*
- 6.38%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JHQDX vs. GTEYX - Expense Ratio Comparison
JHQDX has a 0.60% expense ratio, which is lower than GTEYX's 0.70% expense ratio.
Return for Risk
JHQDX vs. GTEYX — Risk / Return Rank
JHQDX
GTEYX
JHQDX vs. GTEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Hedged Equity 2 Fund Class I (JHQDX) and Gateway Fund Class Y Shares (GTEYX). 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.
| JHQDX | GTEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.98 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.61 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 0.41 | +0.87 |
Martin ratioReturn relative to average drawdown | 5.49 | 1.55 | +3.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JHQDX | GTEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.98 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.67 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.66 | +0.14 |
Correlation
The correlation between JHQDX and GTEYX is 0.83, 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.
Dividends
JHQDX vs. GTEYX - Dividend Comparison
JHQDX's dividend yield for the trailing twelve months is around 0.51%, more than GTEYX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHQDX JPMorgan Hedged Equity 2 Fund Class I | 0.51% | 0.50% | 0.75% | 0.96% | 6.91% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GTEYX Gateway Fund Class Y Shares | 0.38% | 0.39% | 0.65% | 0.90% | 0.89% | 0.66% | 1.06% | 1.32% | 1.41% | 1.24% | 1.60% | 2.09% |
Drawdowns
JHQDX vs. GTEYX - Drawdown Comparison
The maximum JHQDX drawdown since its inception was -15.25%, smaller than the maximum GTEYX drawdown of -16.58%. Use the drawdown chart below to compare losses from any high point for JHQDX and GTEYX.
Loading graphics...
Drawdown Indicators
| JHQDX | GTEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.25% | -16.58% | +1.33% |
Max Drawdown (1Y)Largest decline over 1 year | -5.41% | -7.04% | +1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -15.25% | -16.25% | +1.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.25% | — |
Current DrawdownCurrent decline from peak | -4.37% | -4.37% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.32% | -2.08% | -1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 3.00% | -1.74% |
Volatility
JHQDX vs. GTEYX - Volatility Comparison
The current volatility for JPMorgan Hedged Equity 2 Fund Class I (JHQDX) is 2.60%, while Gateway Fund Class Y Shares (GTEYX) has a volatility of 2.99%. This indicates that JHQDX experiences smaller price fluctuations and is considered to be less risky than GTEYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JHQDX | GTEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.60% | 2.99% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 5.55% | 5.86% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.82% | 12.50% | -4.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.74% | 9.56% | -0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.70% | 8.87% | -0.17% |