XDUH.TO vs. JEPI
Compare and contrast key facts about iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) and JPMorgan Equity Premium Income ETF (JEPI).
XDUH.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. XDUH.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Jun 13, 2017. 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: XDUH.TO or JEPI.
Correlation
The correlation between XDUH.TO and JEPI is 0.63, 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
XDUH.TO vs. JEPI - Performance Comparison
Key characteristics
XDUH.TO:
1.00
JEPI:
1.71
XDUH.TO:
1.55
JEPI:
2.34
XDUH.TO:
1.19
JEPI:
1.33
XDUH.TO:
1.29
JEPI:
2.82
XDUH.TO:
4.10
JEPI:
9.60
XDUH.TO:
2.42%
JEPI:
1.35%
XDUH.TO:
9.95%
JEPI:
7.61%
XDUH.TO:
-34.91%
JEPI:
-13.71%
XDUH.TO:
-7.14%
JEPI:
-3.54%
Returns By Period
In the year-to-date period, XDUH.TO achieves a -0.04% return, which is significantly lower than JEPI's 0.63% return.
XDUH.TO
-0.04%
-4.20%
2.59%
9.73%
5.46%
N/A
JEPI
0.63%
-2.27%
6.21%
12.96%
N/A
N/A
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XDUH.TO vs. JEPI - Expense Ratio Comparison
XDUH.TO has a 0.16% expense ratio, which is lower than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
XDUH.TO vs. JEPI — Risk-Adjusted Performance Rank
XDUH.TO
JEPI
XDUH.TO vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.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.
Dividends
XDUH.TO vs. JEPI - Dividend Comparison
XDUH.TO's dividend yield for the trailing twelve months is around 2.67%, less than JEPI's 7.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
XDUH.TO iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) | 2.67% | 2.67% | 2.55% | 2.40% | 2.62% | 2.67% | 2.36% | 2.75% | 1.41% |
JEPI JPMorgan Equity Premium Income ETF | 7.28% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% |
Drawdowns
XDUH.TO vs. JEPI - Drawdown Comparison
The maximum XDUH.TO drawdown since its inception was -34.91%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for XDUH.TO and JEPI. For additional features, visit the drawdowns tool.
Volatility
XDUH.TO vs. JEPI - Volatility Comparison
iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) has a higher volatility of 3.36% compared to JPMorgan Equity Premium Income ETF (JEPI) at 3.11%. This indicates that XDUH.TO'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.