PDO vs. JEPI
Compare and contrast key facts about Pimco Dynamic Income Opportunities Fund (PDO) 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: PDO or JEPI.
Correlation
The correlation between PDO and JEPI is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PDO vs. JEPI - Performance Comparison
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Key characteristics
PDO:
0.99
JEPI:
0.40
PDO:
1.31
JEPI:
0.72
PDO:
1.25
JEPI:
1.12
PDO:
0.81
JEPI:
0.47
PDO:
5.09
JEPI:
2.02
PDO:
2.68%
JEPI:
3.05%
PDO:
14.33%
JEPI:
13.74%
PDO:
-36.83%
JEPI:
-13.71%
PDO:
-4.94%
JEPI:
-4.77%
Returns By Period
In the year-to-date period, PDO achieves a 3.18% return, which is significantly higher than JEPI's -0.61% return.
PDO
3.18%
6.87%
3.68%
14.25%
N/A
N/A
JEPI
-0.61%
5.02%
-3.46%
5.33%
N/A
N/A
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Risk-Adjusted Performance
PDO vs. JEPI — Risk-Adjusted Performance Rank
PDO
JEPI
PDO vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pimco Dynamic Income Opportunities Fund (PDO) 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.
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Dividends
PDO vs. JEPI - Dividend Comparison
PDO's dividend yield for the trailing twelve months is around 10.43%, more than JEPI's 8.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
PDO Pimco Dynamic Income Opportunities Fund | 10.43% | 11.30% | 12.55% | 19.08% | 8.54% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 8.07% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
PDO vs. JEPI - Drawdown Comparison
The maximum PDO drawdown since its inception was -36.83%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for PDO and JEPI. For additional features, visit the drawdowns tool.
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Volatility
PDO vs. JEPI - Volatility Comparison
Pimco Dynamic Income Opportunities Fund (PDO) and JPMorgan Equity Premium Income ETF (JEPI) have volatilities of 5.00% and 4.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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