KOIN vs. JEPI
Compare and contrast key facts about Capital Link NextGen Protocol ETF (KOIN) and JPMorgan Equity Premium Income ETF (JEPI).
KOIN and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KOIN is a passively managed fund by Exchange Traded Concepts that tracks the performance of the ATFI Global Fintech Leaders Index. It was launched on Jan 30, 2018. 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: KOIN or JEPI.
Correlation
The correlation between KOIN and JEPI is 0.60, 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
KOIN vs. JEPI - Performance Comparison
Key characteristics
Returns By Period
KOIN
N/A
N/A
N/A
N/A
N/A
N/A
JEPI
13.12%
-1.50%
6.56%
13.86%
N/A
N/A
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KOIN vs. JEPI - Expense Ratio Comparison
KOIN has a 0.95% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
KOIN vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Link NextGen Protocol ETF (KOIN) 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
KOIN vs. JEPI - Dividend Comparison
KOIN 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 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
KOIN Capital Link NextGen Protocol ETF | 102.49% | 2.28% | 1.85% | 1.62% | 0.41% | 1.64% | 0.98% |
JEPI JPMorgan Equity Premium Income ETF | 7.30% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% |
Drawdowns
KOIN vs. JEPI - Drawdown Comparison
Volatility
KOIN vs. JEPI - Volatility Comparison
The current volatility for Capital Link NextGen Protocol ETF (KOIN) is 0.00%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 2.90%. This indicates that KOIN 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.