YLDE vs. JEPI
Compare and contrast key facts about ClearBridge Dividend Strategy ESG ETF (YLDE) and JPMorgan Equity Premium Income ETF (JEPI).
YLDE and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. YLDE is an actively managed fund by Franklin Templeton. It was launched on May 22, 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: YLDE or JEPI.
Correlation
The correlation between YLDE and JEPI is 0.81, 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
YLDE vs. JEPI - Performance Comparison
Key characteristics
YLDE:
0.90
JEPI:
0.44
YLDE:
1.36
JEPI:
0.78
YLDE:
1.20
JEPI:
1.13
YLDE:
1.18
JEPI:
0.51
YLDE:
4.81
JEPI:
2.22
YLDE:
2.79%
JEPI:
3.04%
YLDE:
14.14%
JEPI:
13.74%
YLDE:
-33.23%
JEPI:
-13.71%
YLDE:
-3.41%
JEPI:
-4.74%
Returns By Period
In the year-to-date period, YLDE achieves a 1.10% return, which is significantly higher than JEPI's -0.58% return.
YLDE
1.10%
9.04%
-1.15%
12.57%
14.66%
N/A
JEPI
-0.58%
9.82%
-2.84%
6.00%
N/A
N/A
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YLDE vs. JEPI - Expense Ratio Comparison
YLDE has a 0.60% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
YLDE vs. JEPI — Risk-Adjusted Performance Rank
YLDE
JEPI
YLDE vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy ESG ETF (YLDE) 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
YLDE vs. JEPI - Dividend Comparison
YLDE's dividend yield for the trailing twelve months is around 2.21%, less than JEPI's 8.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
YLDE ClearBridge Dividend Strategy ESG ETF | 2.21% | 1.69% | 1.65% | 1.68% | 1.15% | 1.46% | 1.65% | 2.25% | 1.31% |
JEPI JPMorgan Equity Premium Income ETF | 8.07% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% |
Drawdowns
YLDE vs. JEPI - Drawdown Comparison
The maximum YLDE drawdown since its inception was -33.23%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for YLDE and JEPI. For additional features, visit the drawdowns tool.
Volatility
YLDE vs. JEPI - Volatility Comparison
The current volatility for ClearBridge Dividend Strategy ESG ETF (YLDE) is 7.00%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 8.41%. This indicates that YLDE 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.