NSBRX vs. JEPI
Compare and contrast key facts about Nuveen Dividend Growth Fund (NSBRX) and JPMorgan Equity Premium Income ETF (JEPI).
NSBRX is managed by Nuveen. It was launched on Mar 28, 2006. 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: NSBRX or JEPI.
Correlation
The correlation between NSBRX and JEPI is 0.88, 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
NSBRX vs. JEPI - Performance Comparison
Key characteristics
NSBRX:
1.03
JEPI:
1.67
NSBRX:
1.34
JEPI:
2.26
NSBRX:
1.20
JEPI:
1.32
NSBRX:
1.23
JEPI:
2.66
NSBRX:
3.62
JEPI:
8.56
NSBRX:
3.21%
JEPI:
1.53%
NSBRX:
11.36%
JEPI:
7.84%
NSBRX:
-45.42%
JEPI:
-13.71%
NSBRX:
-6.33%
JEPI:
-0.97%
Returns By Period
In the year-to-date period, NSBRX achieves a 2.22% return, which is significantly lower than JEPI's 3.35% return.
NSBRX
2.22%
-0.37%
-1.52%
9.58%
7.91%
7.12%
JEPI
3.35%
1.00%
5.80%
12.11%
N/A
N/A
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NSBRX vs. JEPI - Expense Ratio Comparison
NSBRX has a 0.67% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
NSBRX vs. JEPI — Risk-Adjusted Performance Rank
NSBRX
JEPI
NSBRX vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth Fund (NSBRX) 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
NSBRX vs. JEPI - Dividend Comparison
NSBRX's dividend yield for the trailing twelve months is around 1.14%, less than JEPI's 7.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSBRX Nuveen Dividend Growth Fund | 1.14% | 1.16% | 1.33% | 1.41% | 1.31% | 1.44% | 1.77% | 2.06% | 1.58% | 1.75% | 1.89% | 1.67% |
JEPI JPMorgan Equity Premium Income ETF | 7.17% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NSBRX vs. JEPI - Drawdown Comparison
The maximum NSBRX drawdown since its inception was -45.42%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for NSBRX and JEPI. For additional features, visit the drawdowns tool.
Volatility
NSBRX vs. JEPI - Volatility Comparison
Nuveen Dividend Growth Fund (NSBRX) has a higher volatility of 2.72% compared to JPMorgan Equity Premium Income ETF (JEPI) at 1.84%. This indicates that NSBRX'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.