JPDEX vs. JPEF
Compare and contrast key facts about JPMorgan Tax Aware Equity Fund (JPDEX) and JPMorgan Equity Focus ETF (JPEF).
JPDEX is managed by JPMorgan Chase. It was launched on Jan 30, 1997. JPEF is an actively managed fund by JPMorgan. It was launched on Jul 29, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPDEX or JPEF.
Correlation
The correlation between JPDEX and JPEF is 0.42, 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
JPDEX vs. JPEF - Performance Comparison
Key characteristics
Returns By Period
JPDEX
N/A
N/A
N/A
N/A
N/A
N/A
JPEF
2.62%
-0.69%
8.76%
23.76%
N/A
N/A
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JPDEX vs. JPEF - Expense Ratio Comparison
JPDEX has a 0.55% expense ratio, which is higher than JPEF's 0.50% expense ratio.
Risk-Adjusted Performance
JPDEX vs. JPEF — Risk-Adjusted Performance Rank
JPDEX
JPEF
JPDEX vs. JPEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Tax Aware Equity Fund (JPDEX) and JPMorgan Equity Focus ETF (JPEF). 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
JPDEX vs. JPEF - Dividend Comparison
JPDEX has not paid dividends to shareholders, while JPEF's dividend yield for the trailing twelve months is around 0.70%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPDEX JPMorgan Tax Aware Equity Fund | 0.00% | 0.00% | 100.56% | 8.69% | 14.89% | 14.16% | 6.98% | 4.12% | 7.94% | 5.50% | 1.12% | 3.93% |
JPEF JPMorgan Equity Focus ETF | 0.70% | 0.72% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JPDEX vs. JPEF - Drawdown Comparison
Volatility
JPDEX vs. JPEF - Volatility Comparison
The current volatility for JPMorgan Tax Aware Equity Fund (JPDEX) is 0.00%, while JPMorgan Equity Focus ETF (JPEF) has a volatility of 3.06%. This indicates that JPDEX experiences smaller price fluctuations and is considered to be less risky than JPEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.