BALI vs. JEPQ
Compare and contrast key facts about Blackrock Advantage Large Cap Income ETF (BALI) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
BALI and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BALI is an actively managed fund by BlackRock. It was launched on Sep 26, 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: BALI or JEPQ.
Correlation
The correlation between BALI and JEPQ is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
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BALI vs. JEPQ - Performance Comparison
Key characteristics
BALI:
-0.07
JEPQ:
-0.12
BALI:
0.00
JEPQ:
-0.05
BALI:
1.00
JEPQ:
0.99
BALI:
-0.06
JEPQ:
-0.11
BALI:
-0.30
JEPQ:
-0.49
BALI:
3.10%
JEPQ:
4.21%
BALI:
13.80%
JEPQ:
16.71%
BALI:
-15.74%
JEPQ:
-18.82%
BALI:
-15.74%
JEPQ:
-18.62%
Returns By Period
In the year-to-date period, BALI achieves a -12.54% return, which is significantly higher than JEPQ's -14.88% return.
BALI
-12.54%
-11.57%
-9.57%
-1.62%
N/A
N/A
JEPQ
-14.88%
-12.20%
-8.96%
-3.09%
N/A
N/A
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BALI vs. JEPQ - Expense Ratio Comparison
Both BALI and JEPQ have an expense ratio of 0.35%.
Risk-Adjusted Performance
BALI vs. JEPQ — Risk-Adjusted Performance Rank
BALI
JEPQ
BALI vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Advantage Large Cap Income ETF (BALI) 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
BALI vs. JEPQ - Dividend Comparison
BALI's dividend yield for the trailing twelve months is around 8.90%, less than JEPQ's 12.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|
Drawdowns
BALI vs. JEPQ - Drawdown Comparison
The maximum BALI drawdown since its inception was -15.74%, smaller than the maximum JEPQ drawdown of -18.82%. Use the drawdown chart below to compare losses from any high point for BALI and JEPQ. For additional features, visit the drawdowns tool.
Volatility
BALI vs. JEPQ - Volatility Comparison
The current volatility for Blackrock Advantage Large Cap Income ETF (BALI) is NaN%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of NaN%. This indicates that BALI experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
User Portfolios with BALI or JEPQ
Recent discussions
Discrepancy between SPY and ^GSPC?
Hello, from the charts, SPY seems to be outperforming its benchmark ^GSPC. That looks strange. From my understanding, SPY is designed to closely track the S&P 500.
Could there be an error in the charts?
Hedge Cat
Dividend Paying Stock Portfolio
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michael