KBA vs. JEPI
Compare and contrast key facts about KraneShares Bosera MSCI China A Share ETF (KBA) and JPMorgan Equity Premium Income ETF (JEPI).
KBA and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KBA is a passively managed fund by CICC that tracks the performance of the MSCI China A Index. It was launched on Mar 5, 2014. JEPI is an actively managed fund by JPMorgan. It was launched on May 20, 2020.
Performance
KBA vs. JEPI - Performance Comparison
Loading graphics...
KBA vs. JEPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
KBA KraneShares Bosera MSCI China A Share ETF | -2.07% | 33.88% | 15.73% | -16.77% | -3.49% | 3.17% | 49.31% |
JEPI JPMorgan Equity Premium Income ETF | 0.46% | 8.09% | 12.57% | 9.83% | -3.49% | 21.52% | 18.61% |
Returns By Period
In the year-to-date period, KBA achieves a -2.07% return, which is significantly lower than JEPI's 0.46% return.
KBA
- 1D
- 1.99%
- 1M
- -1.37%
- YTD
- -2.07%
- 6M
- 2.24%
- 1Y
- 30.16%
- 3Y*
- 7.43%
- 5Y*
- 5.20%
- 10Y*
- 8.14%
JEPI
- 1D
- 0.27%
- 1M
- -4.29%
- YTD
- 0.46%
- 6M
- 3.19%
- 1Y
- 8.06%
- 3Y*
- 9.67%
- 5Y*
- 8.32%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
KBA vs. JEPI - Expense Ratio Comparison
KBA has a 0.60% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Return for Risk
KBA vs. JEPI — Risk / Return Rank
KBA
JEPI
KBA vs. JEPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KraneShares Bosera MSCI China A Share ETF (KBA) 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.
| KBA | JEPI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 0.61 | +1.01 |
Sortino ratioReturn per unit of downside risk | 2.20 | 0.95 | +1.25 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.16 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 2.54 | 0.79 | +1.74 |
Martin ratioReturn relative to average drawdown | 10.01 | 3.83 | +6.17 |
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
| KBA | JEPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 0.61 | +1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.76 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 1.04 | -0.72 |
Correlation
The correlation between KBA and JEPI is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
KBA vs. JEPI - Dividend Comparison
KBA's dividend yield for the trailing twelve months is around 1.60%, less than JEPI's 8.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KBA KraneShares Bosera MSCI China A Share ETF | 1.60% | 1.56% | 2.18% | 2.34% | 49.05% | 9.07% | 0.65% | 1.53% | 3.77% | 1.46% | 6.62% | 29.08% |
JEPI JPMorgan Equity Premium Income ETF | 8.46% | 8.25% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
KBA vs. JEPI - Drawdown Comparison
The maximum KBA drawdown since its inception was -53.24%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for KBA and JEPI.
Loading graphics...
Drawdown Indicators
| KBA | JEPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.24% | -13.71% | -39.53% |
Max Drawdown (1Y)Largest decline over 1 year | -11.30% | -10.28% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -40.42% | -13.71% | -26.71% |
Max Drawdown (10Y)Largest decline over 10 years | -45.32% | — | — |
Current DrawdownCurrent decline from peak | -5.08% | -4.53% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -26.15% | -2.07% | -24.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 2.12% | +0.89% |
Volatility
KBA vs. JEPI - Volatility Comparison
KraneShares Bosera MSCI China A Share ETF (KBA) has a higher volatility of 5.63% compared to JPMorgan Equity Premium Income ETF (JEPI) at 3.90%. This indicates that KBA's price experiences larger fluctuations and is considered to be riskier than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| KBA | JEPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 3.90% | +1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 11.80% | 6.36% | +5.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.64% | 13.24% | +5.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.07% | 11.06% | +16.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.28% | 10.88% | +14.40% |