ACIO vs. JEPQ
Compare and contrast key facts about Aptus Collared Income Opportunity ETF (ACIO) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
ACIO and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ACIO is an actively managed fund by Aptus Capital Advisors. It was launched on Jul 10, 2019. 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: ACIO or JEPQ.
Correlation
The correlation between ACIO and JEPQ is 0.88, 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
ACIO vs. JEPQ - Performance Comparison
Key characteristics
ACIO:
2.61
JEPQ:
2.17
ACIO:
3.68
JEPQ:
2.81
ACIO:
1.49
JEPQ:
1.44
ACIO:
4.69
JEPQ:
2.54
ACIO:
19.00
JEPQ:
10.92
ACIO:
1.28%
JEPQ:
2.49%
ACIO:
9.29%
JEPQ:
12.56%
ACIO:
-14.19%
JEPQ:
-16.82%
ACIO:
-1.01%
JEPQ:
-0.67%
Returns By Period
In the year-to-date period, ACIO achieves a 23.99% return, which is significantly lower than JEPQ's 26.73% return.
ACIO
23.99%
0.69%
8.93%
24.29%
10.80%
N/A
JEPQ
26.73%
2.86%
10.59%
27.14%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ACIO vs. JEPQ - Expense Ratio Comparison
ACIO has a 0.79% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
ACIO vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus Collared Income Opportunity ETF (ACIO) 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
ACIO vs. JEPQ - Dividend Comparison
ACIO's dividend yield for the trailing twelve months is around 0.52%, less than JEPQ's 9.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
ACIO Aptus Collared Income Opportunity ETF | 0.52% | 0.72% | 1.51% | 0.61% | 1.02% | 1.32% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.33% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% |
Drawdowns
ACIO vs. JEPQ - Drawdown Comparison
The maximum ACIO drawdown since its inception was -14.19%, smaller than the maximum JEPQ drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for ACIO and JEPQ. For additional features, visit the drawdowns tool.
Volatility
ACIO vs. JEPQ - Volatility Comparison
Aptus Collared Income Opportunity ETF (ACIO) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) have volatilities of 2.76% and 2.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.