VRP vs. JEPI
Compare and contrast key facts about Invesco Variable Rate Preferred ETF (VRP) and JPMorgan Equity Premium Income ETF (JEPI).
VRP and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VRP is a passively managed fund by Invesco that tracks the performance of the Wells Fargo Hybrid and Preferred Securities Floating and Variable Rate Index. It was launched on May 1, 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: VRP or JEPI.
Correlation
The correlation between VRP and JEPI is -0.60. 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
VRP vs. JEPI - Performance Comparison
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Key characteristics
VRP:
1.43%
JEPI:
6.02%
VRP:
-0.04%
JEPI:
-0.40%
VRP:
0.00%
JEPI:
-0.05%
Returns By Period
VRP
N/A
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JEPI
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VRP vs. JEPI - Expense Ratio Comparison
VRP has a 0.50% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
VRP vs. JEPI — Risk-Adjusted Performance Rank
VRP
JEPI
VRP vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Variable Rate Preferred ETF (VRP) 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
VRP vs. JEPI - Dividend Comparison
VRP's dividend yield for the trailing twelve months is around 5.87%, more than JEPI's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRP Invesco Variable Rate Preferred ETF | 5.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
VRP vs. JEPI - Drawdown Comparison
The maximum VRP drawdown since its inception was -0.04%, smaller than the maximum JEPI drawdown of -0.40%. Use the drawdown chart below to compare losses from any high point for VRP and JEPI. For additional features, visit the drawdowns tool.
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Volatility
VRP vs. JEPI - Volatility Comparison
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