MPGFX vs. JEPQ
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPGFX or JEPQ.
Correlation
The correlation between MPGFX and JEPQ is 0.93, 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
MPGFX vs. JEPQ - Performance Comparison
Key characteristics
MPGFX:
-0.01
JEPQ:
0.40
MPGFX:
0.15
JEPQ:
0.70
MPGFX:
1.02
JEPQ:
1.11
MPGFX:
0.01
JEPQ:
0.41
MPGFX:
0.03
JEPQ:
1.46
MPGFX:
6.93%
JEPQ:
5.57%
MPGFX:
18.80%
JEPQ:
20.24%
MPGFX:
-60.43%
JEPQ:
-20.07%
MPGFX:
-13.15%
JEPQ:
-9.03%
Returns By Period
In the year-to-date period, MPGFX achieves a -5.87% return, which is significantly lower than JEPQ's -4.85% return.
MPGFX
-5.87%
10.35%
-11.81%
-0.13%
7.40%
4.34%
JEPQ
-4.85%
13.81%
-3.31%
8.05%
N/A
N/A
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MPGFX vs. JEPQ - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
MPGFX vs. JEPQ — Risk-Adjusted Performance Rank
MPGFX
JEPQ
MPGFX vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). 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
MPGFX vs. JEPQ - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 0.92%, less than JEPQ's 11.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 0.92% | 0.87% | 0.83% | 0.86% | 0.56% | 1.07% | 1.24% | 1.50% | 1.37% | 1.42% | 1.60% | 1.32% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.50% | 9.66% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MPGFX vs. JEPQ - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -60.43%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for MPGFX and JEPQ. For additional features, visit the drawdowns tool.
Volatility
MPGFX vs. JEPQ - Volatility Comparison
The current volatility for Mairs & Power Growth Fund (MPGFX) is 10.48%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 11.83%. This indicates that MPGFX experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.