PHD vs. JEPI
Compare and contrast key facts about Pioneer Floating Rate Fund, Inc. (PHD) and JPMorgan Equity Premium Income ETF (JEPI).
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: PHD or JEPI.
Correlation
The correlation between PHD and JEPI is 0.41, 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
PHD vs. JEPI - Performance Comparison
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Key characteristics
PHD:
0.89
JEPI:
0.40
PHD:
1.32
JEPI:
0.72
PHD:
1.25
JEPI:
1.12
PHD:
1.29
JEPI:
0.47
PHD:
6.24
JEPI:
2.02
PHD:
1.93%
JEPI:
3.05%
PHD:
12.49%
JEPI:
13.74%
PHD:
-63.59%
JEPI:
-13.71%
PHD:
0.00%
JEPI:
-4.77%
Returns By Period
In the year-to-date period, PHD achieves a 3.64% return, which is significantly higher than JEPI's -0.61% return.
PHD
3.64%
9.50%
3.42%
10.76%
12.87%
6.43%
JEPI
-0.61%
5.02%
-3.46%
5.33%
N/A
N/A
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Risk-Adjusted Performance
PHD vs. JEPI — Risk-Adjusted Performance Rank
PHD
JEPI
PHD vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Floating Rate Fund, Inc. (PHD) 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.
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Dividends
PHD vs. JEPI - Dividend Comparison
PHD's dividend yield for the trailing twelve months is around 10.58%, more than JEPI's 8.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHD Pioneer Floating Rate Fund, Inc. | 10.58% | 10.40% | 11.96% | 9.78% | 6.30% | 6.71% | 7.33% | 6.71% | 6.28% | 6.13% | 6.50% | 6.50% |
JEPI JPMorgan Equity Premium Income ETF | 8.07% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PHD vs. JEPI - Drawdown Comparison
The maximum PHD drawdown since its inception was -63.59%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for PHD and JEPI. For additional features, visit the drawdowns tool.
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Volatility
PHD vs. JEPI - Volatility Comparison
Pioneer Floating Rate Fund, Inc. (PHD) has a higher volatility of 6.32% compared to JPMorgan Equity Premium Income ETF (JEPI) at 4.96%. This indicates that PHD'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.
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