TFLO vs. JEPI

In the year-to-date period, TFLO achieves a 1.78% return, which is significantly higher than JEPI's 0.17% return.

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TFLO has a 0.15% expense ratio, which is lower than JEPI's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for iShares Treasury Floating Rate Bond ETF (TFLO) 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.

The current TFLO Sharpe Ratio is 15.22, which is higher than the JEPI Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of TFLO and JEPI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TFLO's dividend yield for the trailing twelve months is around 4.70%, less than JEPI's 8.01% yield.

The maximum TFLO drawdown since its inception was -5.01%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for TFLO and JEPI.

The current volatility for iShares Treasury Floating Rate Bond ETF (TFLO) is 0.10%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 2.29%. This indicates that TFLO 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.