PFEB vs. JEPI
Compare and contrast key facts about Innovator U.S. Equity Power Buffer ETF - February (PFEB) and JPMorgan Equity Premium Income ETF (JEPI).
PFEB and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PFEB is a passively managed fund by Innovator that tracks the performance of the Cboe S&P 500 15% Buffer Protect February Series Index. It was launched on Feb 3, 2020. 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: PFEB or JEPI.
Correlation
The correlation between PFEB and JEPI is 0.73, 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
PFEB vs. JEPI - Performance Comparison
Key characteristics
PFEB:
2.59
JEPI:
1.84
PFEB:
3.66
JEPI:
2.48
PFEB:
1.58
JEPI:
1.36
PFEB:
3.37
JEPI:
2.90
PFEB:
20.19
JEPI:
9.33
PFEB:
0.58%
JEPI:
1.53%
PFEB:
4.54%
JEPI:
7.78%
PFEB:
-19.98%
JEPI:
-13.71%
PFEB:
-0.08%
JEPI:
0.00%
Returns By Period
In the year-to-date period, PFEB achieves a 1.60% return, which is significantly lower than JEPI's 4.37% return.
PFEB
1.60%
1.00%
5.12%
11.90%
8.47%
N/A
JEPI
4.37%
1.85%
7.28%
13.73%
N/A
N/A
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PFEB vs. JEPI - Expense Ratio Comparison
PFEB has a 0.79% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
PFEB vs. JEPI — Risk-Adjusted Performance Rank
PFEB
JEPI
PFEB vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Equity Power Buffer ETF - February (PFEB) 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
PFEB vs. JEPI - Dividend Comparison
PFEB has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 7.10%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
PFEB Innovator U.S. Equity Power Buffer ETF - February | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 7.10% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
PFEB vs. JEPI - Drawdown Comparison
The maximum PFEB drawdown since its inception was -19.98%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for PFEB and JEPI. For additional features, visit the drawdowns tool.
Volatility
PFEB vs. JEPI - Volatility Comparison
The current volatility for Innovator U.S. Equity Power Buffer ETF - February (PFEB) is 1.09%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 1.52%. This indicates that PFEB 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.