SHPIX vs. JEPI
Compare and contrast key facts about ProFunds Short Small Cap ProFund (SHPIX) and JPMorgan Equity Premium Income ETF (JEPI).
SHPIX is managed by ProFunds. It was launched on Apr 30, 2002. 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: SHPIX or JEPI.
Correlation
The correlation between SHPIX and JEPI is -0.65. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SHPIX vs. JEPI - Performance Comparison
Key characteristics
SHPIX:
-0.49
JEPI:
1.77
SHPIX:
-0.58
JEPI:
2.39
SHPIX:
0.93
JEPI:
1.34
SHPIX:
-0.10
JEPI:
2.78
SHPIX:
-0.95
JEPI:
8.96
SHPIX:
10.38%
JEPI:
1.53%
SHPIX:
19.78%
JEPI:
7.78%
SHPIX:
-95.98%
JEPI:
-13.71%
SHPIX:
-95.65%
JEPI:
-0.56%
Returns By Period
In the year-to-date period, SHPIX achieves a -1.49% return, which is significantly lower than JEPI's 3.74% return.
SHPIX
-1.49%
0.06%
-4.88%
-8.73%
-13.59%
-11.90%
JEPI
3.74%
2.02%
6.69%
13.58%
N/A
N/A
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SHPIX vs. JEPI - Expense Ratio Comparison
SHPIX has a 1.78% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
SHPIX vs. JEPI — Risk-Adjusted Performance Rank
SHPIX
JEPI
SHPIX vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Short Small Cap ProFund (SHPIX) 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
SHPIX vs. JEPI - Dividend Comparison
SHPIX's dividend yield for the trailing twelve months is around 0.42%, less than JEPI's 7.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
SHPIX ProFunds Short Small Cap ProFund | 0.42% | 0.42% | 17.01% | 0.00% | 0.00% | 0.00% | 0.42% |
JEPI JPMorgan Equity Premium Income ETF | 7.15% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% |
Drawdowns
SHPIX vs. JEPI - Drawdown Comparison
The maximum SHPIX drawdown since its inception was -95.98%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for SHPIX and JEPI. For additional features, visit the drawdowns tool.
Volatility
SHPIX vs. JEPI - Volatility Comparison
ProFunds Short Small Cap ProFund (SHPIX) has a higher volatility of 4.12% compared to JPMorgan Equity Premium Income ETF (JEPI) at 1.61%. This indicates that SHPIX'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.