PFS vs. JEPQ
Compare and contrast key facts about Provident Financial Services, Inc. (PFS) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFS or JEPQ.
Correlation
The correlation between PFS and JEPQ is 0.31, 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
PFS vs. JEPQ - Performance Comparison
Key characteristics
PFS:
0.80
JEPQ:
1.76
PFS:
1.40
JEPQ:
2.32
PFS:
1.17
JEPQ:
1.34
PFS:
0.67
JEPQ:
2.16
PFS:
3.26
JEPQ:
9.11
PFS:
8.78%
JEPQ:
2.54%
PFS:
35.67%
JEPQ:
13.20%
PFS:
-64.09%
JEPQ:
-16.82%
PFS:
-16.41%
JEPQ:
0.00%
Returns By Period
In the year-to-date period, PFS achieves a 0.16% return, which is significantly lower than JEPQ's 4.36% return.
PFS
0.16%
-2.18%
6.54%
26.00%
1.13%
4.62%
JEPQ
4.36%
2.74%
14.46%
23.57%
N/A
N/A
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Risk-Adjusted Performance
PFS vs. JEPQ — Risk-Adjusted Performance Rank
PFS
JEPQ
PFS vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Provident Financial Services, Inc. (PFS) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). 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
PFS vs. JEPQ - Dividend Comparison
PFS's dividend yield for the trailing twelve months is around 5.14%, less than JEPQ's 9.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFS Provident Financial Services, Inc. | 5.14% | 5.09% | 5.32% | 4.49% | 3.84% | 5.12% | 4.54% | 3.40% | 3.45% | 2.51% | 3.23% | 3.32% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.51% | 9.66% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFS vs. JEPQ - Drawdown Comparison
The maximum PFS drawdown since its inception was -64.09%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for PFS and JEPQ. For additional features, visit the drawdowns tool.
Volatility
PFS vs. JEPQ - Volatility Comparison
Provident Financial Services, Inc. (PFS) has a higher volatility of 9.08% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 3.51%. This indicates that PFS's price experiences larger fluctuations and is considered to be riskier than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.