SGLC vs. JEPI
Compare and contrast key facts about SGI U.S. Large Cap Core ETF (SGLC) and JPMorgan Equity Premium Income ETF (JEPI).
SGLC and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SGLC is an actively managed fund by Summit Global Investments. It was launched on Mar 30, 2023. 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: SGLC or JEPI.
Correlation
The correlation between SGLC and JEPI is 0.74, 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.
Performance
SGLC vs. JEPI - Performance Comparison
Key characteristics
SGLC:
-0.08
JEPI:
0.30
SGLC:
0.02
JEPI:
0.51
SGLC:
1.00
JEPI:
1.08
SGLC:
-0.09
JEPI:
0.30
SGLC:
-0.35
JEPI:
1.54
SGLC:
5.01%
JEPI:
2.61%
SGLC:
20.68%
JEPI:
13.41%
SGLC:
-20.24%
JEPI:
-13.71%
SGLC:
-15.97%
JEPI:
-8.81%
Returns By Period
In the year-to-date period, SGLC achieves a -11.16% return, which is significantly lower than JEPI's -4.83% return.
SGLC
-11.16%
-7.67%
-12.01%
-0.13%
N/A
N/A
JEPI
-4.83%
-5.19%
-6.76%
4.47%
N/A
N/A
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SGLC vs. JEPI - Expense Ratio Comparison
SGLC has a 0.85% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
SGLC vs. JEPI — Risk-Adjusted Performance Rank
SGLC
JEPI
SGLC vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SGI U.S. Large Cap Core ETF (SGLC) 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
SGLC vs. JEPI - Dividend Comparison
SGLC's dividend yield for the trailing twelve months is around 9.77%, more than JEPI's 8.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
SGLC SGI U.S. Large Cap Core ETF | 9.77% | 8.68% | 1.49% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 8.06% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% |
Drawdowns
SGLC vs. JEPI - Drawdown Comparison
The maximum SGLC drawdown since its inception was -20.24%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for SGLC and JEPI. For additional features, visit the drawdowns tool.
Volatility
SGLC vs. JEPI - Volatility Comparison
SGI U.S. Large Cap Core ETF (SGLC) has a higher volatility of 14.20% compared to JPMorgan Equity Premium Income ETF (JEPI) at 10.62%. This indicates that SGLC'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.