PFF vs. JEPI
Compare and contrast key facts about iShares Preferred and Income Securities ETF (PFF) and JPMorgan Equity Premium Income ETF (JEPI).
PFF and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PFF is a passively managed fund by iShares that tracks the performance of the S&P U.S. Preferred Stock Index. It was launched on Mar 30, 2007. 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: PFF or JEPI.
Correlation
The correlation between PFF and JEPI is 0.57, 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
PFF vs. JEPI - Performance Comparison
Key characteristics
PFF:
1.05
JEPI:
1.92
PFF:
1.47
JEPI:
2.60
PFF:
1.19
JEPI:
1.38
PFF:
0.73
JEPI:
3.11
PFF:
4.93
JEPI:
12.63
PFF:
1.67%
JEPI:
1.13%
PFF:
7.85%
JEPI:
7.48%
PFF:
-65.55%
JEPI:
-13.71%
PFF:
-4.07%
JEPI:
-3.69%
Returns By Period
In the year-to-date period, PFF achieves a 7.96% return, which is significantly lower than JEPI's 13.12% return.
PFF
7.96%
-1.13%
3.92%
7.96%
2.20%
3.52%
JEPI
13.12%
-1.50%
6.56%
13.86%
N/A
N/A
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PFF vs. JEPI - Expense Ratio Comparison
PFF has a 0.46% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
PFF vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Preferred and Income Securities ETF (PFF) 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
PFF vs. JEPI - Dividend Comparison
PFF's dividend yield for the trailing twelve months is around 6.27%, less than JEPI's 7.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFF iShares Preferred and Income Securities ETF | 6.27% | 6.63% | 5.55% | 4.45% | 4.79% | 5.31% | 6.31% | 5.59% | 5.85% | 5.77% | 6.32% | 6.61% |
JEPI JPMorgan Equity Premium Income ETF | 7.30% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFF vs. JEPI - Drawdown Comparison
The maximum PFF drawdown since its inception was -65.55%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for PFF and JEPI. For additional features, visit the drawdowns tool.
Volatility
PFF vs. JEPI - Volatility Comparison
The current volatility for iShares Preferred and Income Securities ETF (PFF) is 2.17%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 2.90%. This indicates that PFF 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.