Correlation
The correlation between RSPA and JEPI is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
RSPA vs. JEPI
Compare and contrast key facts about Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) and JPMorgan Equity Premium Income ETF (JEPI).
RSPA and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RSPA is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weight Index. It was launched on Jul 17, 2025. 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: RSPA or JEPI.
Performance
RSPA vs. JEPI - Performance Comparison
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Key characteristics
RSPA:
16.25%
JEPI:
13.82%
RSPA:
-15.37%
JEPI:
-13.71%
RSPA:
-4.51%
JEPI:
-4.02%
Returns By Period
In the year-to-date period, RSPA achieves a 0.52% return, which is significantly higher than JEPI's 0.17% return.
RSPA
0.52%
3.05%
-4.51%
N/A
N/A
N/A
N/A
JEPI
0.17%
1.79%
-3.98%
7.73%
8.01%
10.94%
N/A
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RSPA vs. JEPI - Expense Ratio Comparison
RSPA has a 0.29% expense ratio, which is lower than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
RSPA vs. JEPI — Risk-Adjusted Performance Rank
RSPA
JEPI
RSPA vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) 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
RSPA vs. JEPI - Dividend Comparison
RSPA's dividend yield for the trailing twelve months is around 8.12%, more than JEPI's 8.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF | 8.12% | 4.03% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 8.01% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
RSPA vs. JEPI - Drawdown Comparison
The maximum RSPA drawdown since its inception was -15.37%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for RSPA and JEPI.
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Volatility
RSPA vs. JEPI - Volatility Comparison
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