JUSA vs. JEPI
Compare and contrast key facts about JPMorgan ActiveBuilders U.S. Large Cap Equity ETF (JUSA) and JPMorgan Equity Premium Income ETF (JEPI).
JUSA and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JUSA is a passively managed fund by JPMorgan Chase that tracks the performance of the S&P 500. It was launched on Jul 7, 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: JUSA or JEPI.
Key characteristics
| JUSA | JEPI |
|---|
Correlation
The correlation between JUSA and JEPI is 0.72, 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
JUSA vs. JEPI - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JUSA vs. JEPI - Expense Ratio Comparison
JUSA has a 0.17% expense ratio, which is lower than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
JUSA vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan ActiveBuilders U.S. Large Cap Equity ETF (JUSA) 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
JUSA vs. JEPI - Dividend Comparison
JUSA has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 7.30%.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 0.00% | 0.00% | 1.57% | 0.53% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 7.30% | 8.40% | 11.68% | 6.59% | 5.79% |
Drawdowns
JUSA vs. JEPI - Drawdown Comparison
Volatility
JUSA vs. JEPI - Volatility Comparison
The current volatility for JPMorgan ActiveBuilders U.S. Large Cap Equity ETF (JUSA) is 0.00%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 1.97%. This indicates that JUSA 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.