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.
Correlation
The correlation between PYHIX and JEPI is 0.45, 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
PYHIX vs. JEPI - Performance Comparison
Key characteristics
PYHIX:
3.16
JEPI:
1.81
PYHIX:
4.77
JEPI:
2.44
PYHIX:
1.68
JEPI:
1.35
PYHIX:
5.16
JEPI:
2.85
PYHIX:
16.51
JEPI:
9.17
PYHIX:
0.49%
JEPI:
1.53%
PYHIX:
2.58%
JEPI:
7.78%
PYHIX:
-28.25%
JEPI:
-13.71%
PYHIX:
-0.12%
JEPI:
0.00%
Returns By Period
In the year-to-date period, PYHIX achieves a 1.32% return, which is significantly lower than JEPI's 4.37% return.
PYHIX
1.32%
0.58%
2.25%
8.15%
3.61%
3.97%
JEPI
4.37%
2.64%
7.04%
14.21%
N/A
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.
Dividends
PYHIX vs. JEPI - Dividend Comparison
PYHIX's dividend yield for the trailing twelve months is around 8.40%, more than JEPI's 7.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PYHIX Principal High Income Fund | 8.40% | 8.44% | 7.04% | 6.59% | 5.17% | 5.72% | 6.66% | 6.29% | 5.27% | 5.56% | 6.04% | 5.63% |
JEPI JPMorgan Equity Premium Income ETF | 7.10% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PYHIX vs. JEPI - Drawdown Comparison
The maximum PYHIX drawdown since its inception was -28.25%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for PYHIX and JEPI. For additional features, visit the drawdowns tool.
Volatility
PYHIX vs. JEPI - Volatility Comparison
The current volatility for Principal High Income Fund (PYHIX) is 0.62%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 1.66%. This indicates that PYHIX 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.