WSHFX vs. JEPQ
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
WSHFX is managed by American Funds. It was launched on Aug 5, 2008. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSHFX or JEPQ.
Correlation
The correlation between WSHFX and JEPQ is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WSHFX vs. JEPQ - Performance Comparison
Key characteristics
WSHFX:
0.07
JEPQ:
0.44
WSHFX:
0.21
JEPQ:
0.76
WSHFX:
1.03
JEPQ:
1.12
WSHFX:
0.07
JEPQ:
0.45
WSHFX:
0.27
JEPQ:
1.72
WSHFX:
4.22%
JEPQ:
5.25%
WSHFX:
17.36%
JEPQ:
20.45%
WSHFX:
-53.26%
JEPQ:
-20.07%
WSHFX:
-8.45%
JEPQ:
-10.99%
Returns By Period
In the year-to-date period, WSHFX achieves a -1.78% return, which is significantly higher than JEPQ's -6.90% return.
WSHFX
-1.78%
-1.35%
-5.61%
0.79%
9.50%
5.69%
JEPQ
-6.90%
-0.35%
-2.76%
7.87%
N/A
N/A
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WSHFX vs. JEPQ - Expense Ratio Comparison
WSHFX has a 0.64% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
WSHFX vs. JEPQ — Risk-Adjusted Performance Rank
WSHFX
JEPQ
WSHFX vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). 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
WSHFX vs. JEPQ - Dividend Comparison
WSHFX's dividend yield for the trailing twelve months is around 10.26%, less than JEPQ's 11.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 10.26% | 10.05% | 6.11% | 6.28% | 3.18% | 3.02% | 6.72% | 8.04% | 7.34% | 6.32% | 6.18% | 6.97% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.29% | 9.65% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WSHFX vs. JEPQ - Drawdown Comparison
The maximum WSHFX drawdown since its inception was -53.26%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for WSHFX and JEPQ. For additional features, visit the drawdowns tool.
Volatility
WSHFX vs. JEPQ - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) is 11.90%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 14.72%. This indicates that WSHFX experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.