OUSA vs. JEPI
Compare and contrast key facts about OShares U.S. Quality Dividend ETF (OUSA) and JPMorgan Equity Premium Income ETF (JEPI).
OUSA and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OUSA is a passively managed fund by O'Shares Investments that tracks the performance of the O'Shares US Quality Dividend Index. It was launched on Jul 14, 2015. 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: OUSA or JEPI.
Correlation
The correlation between OUSA 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
OUSA vs. JEPI - Performance Comparison
Key characteristics
OUSA:
0.68
JEPI:
0.38
OUSA:
1.02
JEPI:
0.63
OUSA:
1.15
JEPI:
1.10
OUSA:
0.73
JEPI:
0.39
OUSA:
3.08
JEPI:
1.81
OUSA:
3.11%
JEPI:
2.89%
OUSA:
14.16%
JEPI:
13.78%
OUSA:
-33.12%
JEPI:
-13.71%
OUSA:
-7.18%
JEPI:
-6.56%
Returns By Period
In the year-to-date period, OUSA achieves a -3.14% return, which is significantly lower than JEPI's -2.48% return.
OUSA
-3.14%
-2.52%
-4.01%
9.61%
11.44%
N/A
JEPI
-2.48%
-2.11%
-3.59%
5.48%
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.
OUSA vs. JEPI - Expense Ratio Comparison
OUSA has a 0.48% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
OUSA vs. JEPI — Risk-Adjusted Performance Rank
OUSA
JEPI
OUSA vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OShares U.S. Quality Dividend ETF (OUSA) 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
OUSA vs. JEPI - Dividend Comparison
OUSA's dividend yield for the trailing twelve months is around 1.56%, less than JEPI's 7.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
OUSA OShares U.S. Quality Dividend ETF | 1.56% | 1.50% | 1.81% | 1.92% | 1.56% | 2.03% | 2.31% | 3.06% | 2.15% | 2.32% | 1.17% |
JEPI JPMorgan Equity Premium Income ETF | 7.86% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
OUSA vs. JEPI - Drawdown Comparison
The maximum OUSA drawdown since its inception was -33.12%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for OUSA and JEPI. For additional features, visit the drawdowns tool.
Volatility
OUSA vs. JEPI - Volatility Comparison
The current volatility for OShares U.S. Quality Dividend ETF (OUSA) is 10.17%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 11.08%. This indicates that OUSA 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.