PFLEX vs. JEPI
Compare and contrast key facts about PIMCO Flexible Credit Income Fund (PFLEX) and JPMorgan Equity Premium Income ETF (JEPI).
PFLEX is managed by PIMCO. It was launched on Feb 21, 2017. 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: PFLEX or JEPI.
Correlation
The correlation between PFLEX and JEPI is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PFLEX vs. JEPI - Performance Comparison
Key characteristics
PFLEX:
3.60
JEPI:
1.81
PFLEX:
7.83
JEPI:
2.44
PFLEX:
2.10
JEPI:
1.35
PFLEX:
8.10
JEPI:
2.85
PFLEX:
33.39
JEPI:
9.17
PFLEX:
0.42%
JEPI:
1.53%
PFLEX:
3.88%
JEPI:
7.78%
PFLEX:
-24.60%
JEPI:
-13.71%
PFLEX:
0.00%
JEPI:
0.00%
Returns By Period
In the year-to-date period, PFLEX achieves a 1.59% return, which is significantly lower than JEPI's 4.37% return.
PFLEX
1.59%
1.59%
5.60%
13.59%
5.59%
N/A
JEPI
4.37%
2.64%
7.04%
14.21%
N/A
N/A
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PFLEX vs. JEPI - Expense Ratio Comparison
PFLEX has a 2.10% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
PFLEX vs. JEPI — Risk-Adjusted Performance Rank
PFLEX
JEPI
PFLEX vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Flexible Credit Income Fund (PFLEX) 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
PFLEX vs. JEPI - Dividend Comparison
PFLEX's dividend yield for the trailing twelve months is around 9.76%, more than JEPI's 7.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
PFLEX PIMCO Flexible Credit Income Fund | 9.76% | 9.70% | 12.77% | 19.51% | 8.55% | 8.52% | 7.73% | 10.59% | 4.78% |
JEPI JPMorgan Equity Premium Income ETF | 7.10% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFLEX vs. JEPI - Drawdown Comparison
The maximum PFLEX drawdown since its inception was -24.60%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for PFLEX and JEPI. For additional features, visit the drawdowns tool.
Volatility
PFLEX vs. JEPI - Volatility Comparison
The current volatility for PIMCO Flexible Credit Income Fund (PFLEX) is 1.02%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 1.66%. This indicates that PFLEX 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.