BFOR vs. JEPQ
Compare and contrast key facts about ALPS Barron's 400 ETF (BFOR) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
BFOR and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BFOR is a passively managed fund by SS&C that tracks the performance of the Barron's 400 Index. It was launched on Jun 4, 2013. JEPQ is a passively managed fund by JPMorgan that tracks the performance of the Nasdaq-100 Index. It was launched on May 3, 2022. Both BFOR and JEPQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BFOR vs. JEPQ - Performance Comparison
Loading graphics...
BFOR vs. JEPQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BFOR ALPS Barron's 400 ETF | 0.80% | 13.85% | 17.81% | 18.19% | -6.70% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | -2.87% | 15.18% | 24.85% | 36.28% | -12.89% |
Returns By Period
In the year-to-date period, BFOR achieves a 0.80% return, which is significantly higher than JEPQ's -2.87% return.
BFOR
- 1D
- 2.41%
- 1M
- -5.32%
- YTD
- 0.80%
- 6M
- 2.85%
- 1Y
- 20.24%
- 3Y*
- 16.06%
- 5Y*
- 8.88%
- 10Y*
- 11.62%
JEPQ
- 1D
- 3.25%
- 1M
- -3.50%
- YTD
- -2.87%
- 6M
- 1.65%
- 1Y
- 19.82%
- 3Y*
- 19.06%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BFOR vs. JEPQ - Expense Ratio Comparison
BFOR has a 0.65% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Return for Risk
BFOR vs. JEPQ — Risk / Return Rank
BFOR
JEPQ
BFOR vs. JEPQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Barron's 400 ETF (BFOR) 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.
| BFOR | JEPQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.07 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.64 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.27 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.70 | -0.08 |
Martin ratioReturn relative to average drawdown | 6.88 | 8.45 | -1.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BFOR | JEPQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.07 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.82 | -0.26 |
Correlation
The correlation between BFOR 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.
Dividends
BFOR vs. JEPQ - Dividend Comparison
BFOR's dividend yield for the trailing twelve months is around 0.59%, less than JEPQ's 11.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOR ALPS Barron's 400 ETF | 0.59% | 0.60% | 0.69% | 1.26% | 1.68% | 0.92% | 0.98% | 0.69% | 0.94% | 0.60% | 0.78% | 0.86% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.10% | 10.53% | 9.65% | 10.03% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BFOR vs. JEPQ - Drawdown Comparison
The maximum BFOR drawdown since its inception was -41.27%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for BFOR and JEPQ.
Loading graphics...
Drawdown Indicators
| BFOR | JEPQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.27% | -20.07% | -21.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -11.58% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -25.93% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.27% | — | — |
Current DrawdownCurrent decline from peak | -6.79% | -5.85% | -0.94% |
Average DrawdownAverage peak-to-trough decline | -6.49% | -3.55% | -2.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.34% | +0.68% |
Volatility
BFOR vs. JEPQ - Volatility Comparison
ALPS Barron's 400 ETF (BFOR) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) have volatilities of 5.74% and 6.02%, 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.
Loading graphics...
Volatility by Period
| BFOR | JEPQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 6.02% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 11.41% | 10.47% | +0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.99% | 18.52% | +1.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.44% | 16.91% | +2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.41% | 16.91% | +3.50% |