AMZY vs. JEPQ
Compare and contrast key facts about YieldMax AMZN Option Income Strategy ETF (AMZY) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
AMZY and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AMZY is an actively managed fund by YieldMax. It was launched on Jul 24, 2023. 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: AMZY or JEPQ.
Correlation
The correlation between AMZY and JEPQ is 0.73, 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
AMZY vs. JEPQ - Performance Comparison
Key characteristics
AMZY:
0.25
JEPQ:
0.44
AMZY:
0.48
JEPQ:
0.66
AMZY:
1.06
JEPQ:
1.09
AMZY:
0.36
JEPQ:
0.59
AMZY:
0.86
JEPQ:
1.79
AMZY:
6.75%
JEPQ:
3.71%
AMZY:
23.24%
JEPQ:
15.02%
AMZY:
-16.41%
JEPQ:
-16.82%
AMZY:
-14.86%
JEPQ:
-10.09%
Returns By Period
In the year-to-date period, AMZY achieves a -7.17% return, which is significantly lower than JEPQ's -5.95% return.
AMZY
-7.17%
-6.09%
4.56%
5.74%
N/A
N/A
JEPQ
-5.95%
-6.02%
0.87%
6.41%
N/A
N/A
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AMZY vs. JEPQ - Expense Ratio Comparison
AMZY has a 0.99% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
AMZY vs. JEPQ — Risk-Adjusted Performance Rank
AMZY
JEPQ
AMZY vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax AMZN Option Income Strategy ETF (AMZY) 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
AMZY vs. JEPQ - Dividend Comparison
AMZY's dividend yield for the trailing twelve months is around 53.61%, more than JEPQ's 11.18% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
AMZY YieldMax AMZN Option Income Strategy ETF | 53.61% | 47.91% | 9.90% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.18% | 9.66% | 10.02% | 9.44% |
Drawdowns
AMZY vs. JEPQ - Drawdown Comparison
The maximum AMZY drawdown since its inception was -16.41%, roughly equal to the maximum JEPQ drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for AMZY and JEPQ. For additional features, visit the drawdowns tool.
Volatility
AMZY vs. JEPQ - Volatility Comparison
YieldMax AMZN Option Income Strategy ETF (AMZY) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) have volatilities of 7.16% and 6.85%, 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.