MTDR vs. JEPI
Compare and contrast key facts about Matador Resources Company (MTDR) and JPMorgan Equity Premium Income ETF (JEPI).
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: MTDR or JEPI.
Correlation
The correlation between MTDR and JEPI is 0.81, 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
MTDR vs. JEPI - Performance Comparison
Key characteristics
MTDR:
-0.79
JEPI:
0.37
MTDR:
-0.96
JEPI:
0.62
MTDR:
0.87
JEPI:
1.10
MTDR:
-0.74
JEPI:
0.39
MTDR:
-2.01
JEPI:
1.79
MTDR:
17.85%
JEPI:
2.86%
MTDR:
45.33%
JEPI:
13.76%
MTDR:
-96.50%
JEPI:
-13.71%
MTDR:
-42.09%
JEPI:
-6.74%
Returns By Period
In the year-to-date period, MTDR achieves a -26.56% return, which is significantly lower than JEPI's -2.67% return.
MTDR
-26.56%
-21.38%
-19.95%
-36.30%
57.73%
4.58%
JEPI
-2.67%
-3.71%
-3.57%
5.59%
N/A
N/A
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Risk-Adjusted Performance
MTDR vs. JEPI — Risk-Adjusted Performance Rank
MTDR
JEPI
MTDR vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matador Resources Company (MTDR) 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
MTDR vs. JEPI - Dividend Comparison
MTDR's dividend yield for the trailing twelve months is around 2.34%, less than JEPI's 7.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
MTDR Matador Resources Company | 2.34% | 1.51% | 1.14% | 0.52% | 0.34% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 7.88% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
MTDR vs. JEPI - Drawdown Comparison
The maximum MTDR drawdown since its inception was -96.50%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for MTDR and JEPI. For additional features, visit the drawdowns tool.
Volatility
MTDR vs. JEPI - Volatility Comparison
Matador Resources Company (MTDR) has a higher volatility of 30.53% compared to JPMorgan Equity Premium Income ETF (JEPI) at 11.07%. This indicates that MTDR'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.