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JCAL vs FFA

Comparison between JPMorgan California Tax Free Bond ETF (JCAL, ETF) and First Trust Enhanced Equity Income Fund (FFA, ETF).

JCAL vs FFA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JCAL
$502M
Winner
FFA
$503M
Expense Ratio
JCAL
0.34%
FFA
N/A
Max Drawdown
Winner
JCAL
2.48%
FFA
67.57%
Sharpe Ratio
JCAL
-3.34
Winner
FFA
1.04
5Y Beta
Winner
JCAL
0.09
FFA
0.82
5Y Dividends CAGR
JCAL
N/A
FFA
5.05%

JCAL vs FFA - Historical Returns

Returns include dividend reinvestment.

1M
JCAL
+0.23%
Winner
FFA
+3.00%
3M
JCAL
N/A
FFA
+1.85%
6M
JCAL
N/A
FFA
+7.80%
1Y
JCAL
N/A
FFA
+17.33%
5Y(CAGR)
JCAL
N/A
FFA
+9.19%
10Y(CAGR)
JCAL
N/A
FFA
+13.19%
Max(CAGR)
JCAL
-5.16%
Winner
FFA
+8.88%

JCAL vs FFA - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearJCALFFA
2026-1.02%+9.03%
2025N/A+15.20%
2024N/A+21.85%
2023N/A+25.05%
2022N/A-21.72%
2021N/A+34.90%
2020N/A+12.91%
2019N/A+41.13%
2018N/A-16.34%
2017N/A+28.64%
2016N/A+12.51%
2015N/A-1.29%
2014N/A+15.77%
2013N/A+17.87%
2012N/A+16.62%
2011N/A-9.46%
2010N/A+15.50%
2009N/A+39.27%
2008N/A-36.55%
2007N/A-3.19%
2006N/A+16.38%
2005N/A-6.11%
2004N/A+2.75%

JCAL vs FFA Drawdown Comparison

The maximum drawdown for JCAL was -2.04%, occurring on Jul 23, 2026. This drawdown has not yet recovered.

The maximum drawdown for FFA was -57.63%, occurring on Mar 9, 2009. Recovery took 1207 trading sessions.

The current JCAL drawdown is -1.68%. The current FFA drawdown is -2.58%.

RankJCALFFA
#1-2.04%
Jun 29, 2026 - Jul 23, 2026
-57.63%
Jun 1, 2007 - Mar 15, 2012
#2-0.12%
Jun 18, 2026 - Jun 24, 2026
-44.35%
Feb 20, 2020 - Nov 17, 2020
#3-0.06%
Jun 16, 2026 - Jun 18, 2026
-29.93%
Dec 30, 2021 - Mar 20, 2024
#4N/A-24.26%
Aug 29, 2018 - Jun 18, 2019
#5N/A-21.28%
May 20, 2015 - Dec 16, 2016
#6N/A-19.96%
Feb 19, 2025 - Jun 27, 2025
#7N/A-13.35%
Sep 7, 2005 - Sep 21, 2006
#8N/A-11.37%
Oct 17, 2012 - Jan 7, 2013
#9N/A-11.24%
Jan 2, 2018 - Jun 20, 2018
#10N/A-10.52%
Sep 5, 2014 - Nov 7, 2014
#11N/A-10.11%
Feb 9, 2026 - Apr 16, 2026
#12N/A-9.82%
Sep 8, 2021 - Dec 29, 2021
#13N/A-8.70%
Apr 2, 2012 - Aug 3, 2012
#14N/A-8.32%
Jul 16, 2024 - Sep 19, 2024
#15N/A-7.66%
May 21, 2013 - Oct 29, 2013

Correlation

Correlation between JCAL and FFA 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)

JCAL vs FFA dividend yield comparison.

YearJCALFFA
20260.56%3.36%
20250.00%6.70%
20240.00%6.59%
20230.00%6.90%
20220.00%7.99%
20210.00%5.92%
20200.00%6.47%
20190.00%6.61%
20180.00%8.82%
20170.00%6.83%
20160.00%7.07%
20150.00%7.12%
20140.00%6.42%
20130.00%6.76%
20120.00%7.60%
20110.00%8.31%
20100.00%6.96%
20090.00%8.21%
20080.00%18.10%
20070.00%10.27%
20060.00%8.69%
20050.00%9.35%
20040.00%2.68%

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