Correlation
The correlation between PYHIX 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.
PYHIX vs. JEPI
Compare and contrast key facts about Principal High Income Fund (PYHIX) and JPMorgan Equity Premium Income ETF (JEPI).
PYHIX is managed by Principal. It was launched on Dec 29, 2004. 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: PYHIX or JEPI.
Performance
PYHIX vs. JEPI - Performance Comparison
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Key characteristics
Returns By Period
PYHIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
JEPI
0.17%
1.80%
-3.98%
6.67%
8.01%
10.94%
N/A
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PYHIX vs. JEPI - Expense Ratio Comparison
PYHIX has a 0.60% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
PYHIX vs. JEPI — Risk-Adjusted Performance Rank
PYHIX
JEPI
PYHIX vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal High Income Fund (PYHIX) 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
PYHIX vs. JEPI - Dividend Comparison
PYHIX has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 8.01%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PYHIX Principal High Income Fund | 6.71% | 8.44% | 7.04% | 6.56% | 5.16% | 5.72% | 6.65% | 6.29% | 5.26% | 5.56% | 6.04% | 6.39% |
JEPI JPMorgan Equity Premium Income ETF | 8.01% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PYHIX vs. JEPI - Drawdown Comparison
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Volatility
PYHIX vs. JEPI - Volatility Comparison
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