JHQDX vs. JEPI
Compare and contrast key facts about JPMorgan Hedged Equity 2 Fund Class I (JHQDX) and JPMorgan Equity Premium Income ETF (JEPI).
JHQDX is managed by JPMorgan Chase. It was launched on Feb 26, 2021. 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: JHQDX or JEPI.
Correlation
The correlation between JHQDX and JEPI is 0.81, 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.
Performance
JHQDX vs. JEPI - Performance Comparison
Key characteristics
JHQDX:
1.00
JEPI:
0.41
JHQDX:
1.42
JEPI:
0.67
JHQDX:
1.21
JEPI:
1.11
JHQDX:
0.95
JEPI:
0.43
JHQDX:
3.67
JEPI:
1.99
JHQDX:
2.37%
JEPI:
2.83%
JHQDX:
8.72%
JEPI:
13.76%
JHQDX:
-15.25%
JEPI:
-13.71%
JHQDX:
-6.69%
JEPI:
-7.02%
Returns By Period
In the year-to-date period, JHQDX achieves a -3.37% return, which is significantly lower than JEPI's -2.96% return.
JHQDX
-3.37%
-2.80%
-2.98%
7.55%
N/A
N/A
JEPI
-2.96%
-4.23%
-4.11%
4.70%
N/A
N/A
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JHQDX vs. JEPI - Expense Ratio Comparison
JHQDX has a 0.60% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
JHQDX vs. JEPI — Risk-Adjusted Performance Rank
JHQDX
JEPI
JHQDX vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Hedged Equity 2 Fund Class I (JHQDX) 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.
Dividends
JHQDX vs. JEPI - Dividend Comparison
JHQDX's dividend yield for the trailing twelve months is around 0.77%, less than JEPI's 7.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
JHQDX JPMorgan Hedged Equity 2 Fund Class I | 0.77% | 0.75% | 0.97% | 6.91% | 0.40% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 7.90% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
JHQDX vs. JEPI - Drawdown Comparison
The maximum JHQDX drawdown since its inception was -15.25%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for JHQDX and JEPI. For additional features, visit the drawdowns tool.
Volatility
JHQDX vs. JEPI - Volatility Comparison
The current volatility for JPMorgan Hedged Equity 2 Fund Class I (JHQDX) is 4.45%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 11.06%. This indicates that JHQDX experiences smaller price fluctuations and is considered to be less risky than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.