BCAT vs. JEPQ
Compare and contrast key facts about BlackRock Capital Allocation Trust (BCAT) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
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: BCAT or JEPQ.
Correlation
The correlation between BCAT and JEPQ is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BCAT vs. JEPQ - Performance Comparison
Key characteristics
BCAT:
1.51
JEPQ:
2.03
BCAT:
2.22
JEPQ:
2.65
BCAT:
1.27
JEPQ:
1.41
BCAT:
1.02
JEPQ:
2.37
BCAT:
8.70
JEPQ:
10.22
BCAT:
2.42%
JEPQ:
2.49%
BCAT:
13.99%
JEPQ:
12.53%
BCAT:
-36.13%
JEPQ:
-16.82%
BCAT:
-4.42%
JEPQ:
-2.10%
Returns By Period
In the year-to-date period, BCAT achieves a 21.15% return, which is significantly lower than JEPQ's 24.91% return.
BCAT
21.15%
-2.45%
6.27%
20.99%
N/A
N/A
JEPQ
24.91%
2.50%
8.47%
25.29%
N/A
N/A
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Risk-Adjusted Performance
BCAT vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Allocation Trust (BCAT) 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
BCAT vs. JEPQ - Dividend Comparison
BCAT's dividend yield for the trailing twelve months is around 17.25%, more than JEPQ's 9.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
BCAT BlackRock Capital Allocation Trust | 17.25% | 10.11% | 9.00% | 6.42% | 0.48% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.47% | 10.02% | 9.44% | 0.00% | 0.00% |
Drawdowns
BCAT vs. JEPQ - Drawdown Comparison
The maximum BCAT drawdown since its inception was -36.13%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for BCAT and JEPQ. For additional features, visit the drawdowns tool.
Volatility
BCAT vs. JEPQ - Volatility Comparison
BlackRock Capital Allocation Trust (BCAT) has a higher volatility of 3.46% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 2.80%. This indicates that BCAT's price experiences larger fluctuations and is considered to be riskier than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.