VDY.TO vs. JEPI
Compare and contrast key facts about Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY.TO) and JPMorgan Equity Premium Income ETF (JEPI).
VDY.TO and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VDY.TO is a passively managed fund by Vanguard that tracks the performance of the FTSE Canada High Dividend Yield Index. It was launched on Nov 2, 2012. 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: VDY.TO or JEPI.
Correlation
The correlation between VDY.TO and JEPI is -0.80. 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
VDY.TO vs. JEPI - Performance Comparison
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Key characteristics
VDY.TO:
12.10%
JEPI:
6.02%
VDY.TO:
-39.21%
JEPI:
-0.40%
VDY.TO:
-0.87%
JEPI:
-0.05%
Returns By Period
VDY.TO
2.36%
8.58%
1.71%
15.64%
17.07%
9.36%
JEPI
N/A
N/A
N/A
N/A
N/A
N/A
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VDY.TO vs. JEPI - Expense Ratio Comparison
VDY.TO has a 0.22% expense ratio, which is lower than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
VDY.TO vs. JEPI — Risk-Adjusted Performance Rank
VDY.TO
JEPI
VDY.TO vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY.TO) 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
VDY.TO vs. JEPI - Dividend Comparison
VDY.TO's dividend yield for the trailing twelve months is around 4.48%, more than JEPI's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDY.TO Vanguard FTSE Canadian High Dividend Yield Index ETF | 4.48% | 4.40% | 4.63% | 4.42% | 3.58% | 4.59% | 4.25% | 4.43% | 3.82% | 3.25% | 4.11% | 3.25% |
JEPI JPMorgan Equity Premium Income ETF | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VDY.TO vs. JEPI - Drawdown Comparison
The maximum VDY.TO drawdown since its inception was -39.21%, which is greater than JEPI's maximum drawdown of -0.40%. Use the drawdown chart below to compare losses from any high point for VDY.TO and JEPI. For additional features, visit the drawdowns tool.
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Volatility
VDY.TO vs. JEPI - Volatility Comparison
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