FFA vs JCAL
Comparison between First Trust Enhanced Equity Income Fund (FFA, ETF) and JPMorgan California Tax Free Bond ETF (JCAL, ETF).
FFA vs JCAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FFA
$503M
JCAL
$502M
Expense Ratio
FFA
N/A
JCAL
0.34%
Max Drawdown
FFA
67.57%
Winner
JCAL
2.48%
Sharpe Ratio
Winner
FFA
1.04
JCAL
-3.34
5Y Beta
FFA
0.82
Winner
JCAL
0.09
5Y Dividends CAGR
FFA
5.05%
JCAL
N/A
FFA vs JCAL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FFA
+3.00%
JCAL
+0.23%
3M
FFA
+1.85%
JCAL
N/A
6M
FFA
+7.80%
JCAL
N/A
1Y
FFA
+17.33%
JCAL
N/A
5Y(CAGR)
FFA
+9.19%
JCAL
N/A
10Y(CAGR)
FFA
+13.19%
JCAL
N/A
Max(CAGR)
Winner
FFA
+8.88%
JCAL
-5.16%
FFA vs JCAL - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | FFA | JCAL |
|---|---|---|
| 2026 | +9.03% | -1.02% |
| 2025 | +15.20% | N/A |
| 2024 | +21.85% | N/A |
| 2023 | +25.05% | N/A |
| 2022 | -21.72% | N/A |
| 2021 | +34.90% | N/A |
| 2020 | +12.91% | N/A |
| 2019 | +41.13% | N/A |
| 2018 | -16.34% | N/A |
| 2017 | +28.64% | N/A |
| 2016 | +12.51% | N/A |
| 2015 | -1.29% | N/A |
| 2014 | +15.77% | N/A |
| 2013 | +17.87% | N/A |
| 2012 | +16.62% | N/A |
| 2011 | -9.46% | N/A |
| 2010 | +15.50% | N/A |
| 2009 | +39.27% | N/A |
| 2008 | -36.55% | N/A |
| 2007 | -3.19% | N/A |
| 2006 | +16.38% | N/A |
| 2005 | -6.11% | N/A |
| 2004 | +2.75% | N/A |
FFA vs JCAL Drawdown Comparison
The maximum drawdown for FFA was -57.63%, occurring on Mar 9, 2009. Recovery took 1207 trading sessions.
The maximum drawdown for JCAL was -2.04%, occurring on Jul 23, 2026. This drawdown has not yet recovered.
The current FFA drawdown is -2.58%. The current JCAL drawdown is -1.68%.
| Rank | FFA | JCAL |
|---|---|---|
| #1 | -57.63% Jun 1, 2007 - Mar 15, 2012 | -2.04% Jun 29, 2026 - Jul 23, 2026 |
| #2 | -44.35% Feb 20, 2020 - Nov 17, 2020 | -0.12% Jun 18, 2026 - Jun 24, 2026 |
| #3 | -29.93% Dec 30, 2021 - Mar 20, 2024 | -0.06% Jun 16, 2026 - Jun 18, 2026 |
| #4 | -24.26% Aug 29, 2018 - Jun 18, 2019 | N/A |
| #5 | -21.28% May 20, 2015 - Dec 16, 2016 | N/A |
| #6 | -19.96% Feb 19, 2025 - Jun 27, 2025 | N/A |
| #7 | -13.35% Sep 7, 2005 - Sep 21, 2006 | N/A |
| #8 | -11.37% Oct 17, 2012 - Jan 7, 2013 | N/A |
| #9 | -11.24% Jan 2, 2018 - Jun 20, 2018 | N/A |
| #10 | -10.52% Sep 5, 2014 - Nov 7, 2014 | N/A |
| #11 | -10.11% Feb 9, 2026 - Apr 16, 2026 | N/A |
| #12 | -9.82% Sep 8, 2021 - Dec 29, 2021 | N/A |
| #13 | -8.70% Apr 2, 2012 - Aug 3, 2012 | N/A |
| #14 | -8.32% Jul 16, 2024 - Sep 19, 2024 | N/A |
| #15 | -7.66% May 21, 2013 - Oct 29, 2013 | N/A |
Correlation
Correlation between FFA and JCAL is -0.56 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.56
-101
Dividend Comparison (2004 - 2026)
FFA vs JCAL dividend yield comparison.
| Year | FFA | JCAL |
|---|---|---|
| 2026 | 3.36% | 0.56% |
| 2025 | 6.70% | 0.00% |
| 2024 | 6.59% | 0.00% |
| 2023 | 6.90% | 0.00% |
| 2022 | 7.99% | 0.00% |
| 2021 | 5.92% | 0.00% |
| 2020 | 6.47% | 0.00% |
| 2019 | 6.61% | 0.00% |
| 2018 | 8.82% | 0.00% |
| 2017 | 6.83% | 0.00% |
| 2016 | 7.07% | 0.00% |
| 2015 | 7.12% | 0.00% |
| 2014 | 6.42% | 0.00% |
| 2013 | 6.76% | 0.00% |
| 2012 | 7.60% | 0.00% |
| 2011 | 8.31% | 0.00% |
| 2010 | 6.96% | 0.00% |
| 2009 | 8.21% | 0.00% |
| 2008 | 18.10% | 0.00% |
| 2007 | 10.27% | 0.00% |
| 2006 | 8.69% | 0.00% |
| 2005 | 9.35% | 0.00% |
| 2004 | 2.68% | 0.00% |
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