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.
Key characteristics
| PFFA | JEPI | |
|---|---|---|
| YTD Return | 1.80% | 3.78% |
| 1Y Return | 21.35% | 11.84% |
| 3Y Return (Ann) | 3.37% | 7.64% |
| Sharpe Ratio | 1.74 | 1.47 |
| Daily Std Dev | 11.84% | 7.41% |
| Max Drawdown | -70.52% | -13.71% |
| Current Drawdown | -2.70% | -2.44% |
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
In the year-to-date period, PFFA achieves a 1.80% return, which is significantly lower than JEPI's 3.78% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 9.75%, more than JEPI's 7.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 9.75% | 9.56% | 10.75% | 7.64% | 8.54% | 10.02% | 5.15% |
JEPI JPMorgan Equity Premium Income ETF | 7.60% | 8.40% | 11.68% | 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
Virtus InfraCap U.S. Preferred Stock ETF (PFFA) has a higher volatility of 3.60% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.54%. This indicates that PFFA's price experiences larger fluctuations and is considered to be riskier than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.