PFFA vs. JEPI
Compare and contrast key facts about Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and JPMorgan Equity Premium Income ETF (JEPI).
PFFA and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PFFA is an actively managed fund by Virtus Investment Partners. It was launched on May 15, 2018. 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: PFFA or JEPI.
Correlation
The correlation between PFFA and JEPI is 0.50, 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
PFFA vs. JEPI - Performance Comparison
Key characteristics
PFFA:
2.10
JEPI:
1.86
PFFA:
2.91
JEPI:
2.51
PFFA:
1.40
JEPI:
1.36
PFFA:
3.64
JEPI:
2.95
PFFA:
12.32
JEPI:
9.84
PFFA:
1.47%
JEPI:
1.48%
PFFA:
8.59%
JEPI:
7.81%
PFFA:
-70.52%
JEPI:
-13.71%
PFFA:
-1.96%
JEPI:
-2.53%
Returns By Period
The year-to-date returns for both investments are quite close, with PFFA having a 1.64% return and JEPI slightly higher at 1.69%.
PFFA
1.64%
1.04%
7.94%
18.20%
5.72%
N/A
JEPI
1.69%
1.21%
6.28%
13.49%
N/A
N/A
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PFFA vs. JEPI - Expense Ratio Comparison
PFFA has a 1.47% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
PFFA vs. JEPI — Risk-Adjusted Performance Rank
PFFA
JEPI
PFFA vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus InfraCap U.S. Preferred Stock ETF (PFFA) 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
PFFA vs. JEPI - Dividend Comparison
PFFA's dividend yield for the trailing twelve months is around 9.06%, more than JEPI's 7.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 8.30% | 9.21% | 9.56% | 10.78% | 7.64% | 8.54% | 10.02% | 5.15% |
JEPI JPMorgan Equity Premium Income ETF | 7.21% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% |
Drawdowns
PFFA vs. JEPI - Drawdown Comparison
The maximum PFFA drawdown since its inception was -70.52%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for PFFA and JEPI. For additional features, visit the drawdowns tool.
Volatility
PFFA vs. JEPI - Volatility Comparison
The current volatility for Virtus InfraCap U.S. Preferred Stock ETF (PFFA) is 3.24%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 3.66%. This indicates that PFFA 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.