SOAEX vs. JEPI
Compare and contrast key facts about Spirit of America Energy Fund (SOAEX) and JPMorgan Equity Premium Income ETF (JEPI).
SOAEX is managed by Spirit of America. It was launched on Jul 9, 2014. 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: SOAEX or JEPI.
Correlation
The correlation between SOAEX and JEPI is 0.49, 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
SOAEX vs. JEPI - Performance Comparison
Key characteristics
SOAEX:
0.21
JEPI:
0.45
SOAEX:
0.41
JEPI:
0.72
SOAEX:
1.06
JEPI:
1.12
SOAEX:
0.24
JEPI:
0.47
SOAEX:
0.89
JEPI:
2.11
SOAEX:
5.26%
JEPI:
2.92%
SOAEX:
22.41%
JEPI:
13.75%
SOAEX:
-76.60%
JEPI:
-13.71%
SOAEX:
-10.74%
JEPI:
-6.24%
Returns By Period
In the year-to-date period, SOAEX achieves a -1.21% return, which is significantly higher than JEPI's -2.14% return.
SOAEX
-1.21%
-7.13%
2.42%
4.09%
20.38%
1.95%
JEPI
-2.14%
-1.77%
-3.06%
5.54%
N/A
N/A
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SOAEX vs. JEPI - Expense Ratio Comparison
SOAEX has a 1.50% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
SOAEX vs. JEPI — Risk-Adjusted Performance Rank
SOAEX
JEPI
SOAEX vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Spirit of America Energy Fund (SOAEX) 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
SOAEX vs. JEPI - Dividend Comparison
SOAEX's dividend yield for the trailing twelve months is around 28.90%, more than JEPI's 7.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOAEX Spirit of America Energy Fund | 28.90% | 28.55% | 24.88% | 22.14% | 23.25% | 37.20% | 20.79% | 25.64% | 18.04% | 14.74% | 14.88% | 2.53% |
JEPI JPMorgan Equity Premium Income ETF | 7.84% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SOAEX vs. JEPI - Drawdown Comparison
The maximum SOAEX drawdown since its inception was -76.60%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for SOAEX and JEPI. For additional features, visit the drawdowns tool.
Volatility
SOAEX vs. JEPI - Volatility Comparison
Spirit of America Energy Fund (SOAEX) has a higher volatility of 15.80% compared to JPMorgan Equity Premium Income ETF (JEPI) at 11.03%. This indicates that SOAEX'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.