OPH.AX vs. JEPI
Compare and contrast key facts about Ophir Asset Management Pty Ltd - Ophir High Conviction Fund (OPH.AX) 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: OPH.AX or JEPI.
Correlation
The correlation between OPH.AX and JEPI is 0.14, 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.
Performance
OPH.AX vs. JEPI - Performance Comparison
Key characteristics
OPH.AX:
1.88
JEPI:
1.81
OPH.AX:
2.57
JEPI:
2.44
OPH.AX:
1.33
JEPI:
1.35
OPH.AX:
1.09
JEPI:
2.85
OPH.AX:
10.16
JEPI:
9.17
OPH.AX:
3.74%
JEPI:
1.53%
OPH.AX:
20.16%
JEPI:
7.78%
OPH.AX:
-43.14%
JEPI:
-13.71%
OPH.AX:
-8.82%
JEPI:
0.00%
Returns By Period
In the year-to-date period, OPH.AX achieves a 9.06% return, which is significantly higher than JEPI's 4.37% return.
OPH.AX
9.06%
8.70%
25.48%
38.58%
8.15%
N/A
JEPI
4.37%
2.64%
7.04%
14.21%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
OPH.AX vs. JEPI — Risk-Adjusted Performance Rank
OPH.AX
JEPI
OPH.AX vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ophir Asset Management Pty Ltd - Ophir High Conviction Fund (OPH.AX) 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
OPH.AX vs. JEPI - Dividend Comparison
OPH.AX's dividend yield for the trailing twelve months is around 2.31%, less than JEPI's 7.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
OPH.AX Ophir Asset Management Pty Ltd - Ophir High Conviction Fund | 2.31% | 2.52% | 4.61% | 6.10% | 10.31% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 7.10% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
OPH.AX vs. JEPI - Drawdown Comparison
The maximum OPH.AX drawdown since its inception was -43.14%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for OPH.AX and JEPI. For additional features, visit the drawdowns tool.
Volatility
OPH.AX vs. JEPI - Volatility Comparison
Ophir Asset Management Pty Ltd - Ophir High Conviction Fund (OPH.AX) has a higher volatility of 6.00% compared to JPMorgan Equity Premium Income ETF (JEPI) at 1.52%. This indicates that OPH.AX'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.