BIPC vs. JEPQ
BIPC (Brookfield Infrastructure Corporation) is a stock, while JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) is Nasdaq-100 fund tracking the Nasdaq-100 Index. Over the past year, BIPC returned -2.67% vs 23.49% for JEPQ. At a 0.31 correlation, their price movements are largely independent.
Performance
BIPC vs. JEPQ - Performance Comparison
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Returns By Period
In the year-to-date period, BIPC achieves a -12.65% return, which is significantly lower than JEPQ's 7.54% return.
BIPC
- 1D
- 0.18%
- 1M
- -6.77%
- YTD
- -12.65%
- 6M
- -14.72%
- 1Y
- -2.67%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JEPQ
- 1D
- -0.28%
- 1M
- 0.06%
- YTD
- 7.54%
- 6M
- 6.46%
- 1Y
- 23.49%
- 3Y*
- 19.68%
- 5Y*
- —
- 10Y*
- —
BIPC vs. JEPQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BIPC Brookfield Infrastructure Corporation | -12.65% | 18.32% | 3.65% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 7.54% | 15.18% | -2.23% |
Correlation
The correlation between BIPC and JEPQ is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Dec 27, 2024 | 0.31 |
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Return for Risk
BIPC vs. JEPQ — Risk / Return Rank
BIPC
JEPQ
BIPC vs. JEPQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Infrastructure Corporation (BIPC) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BIPC | JEPQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.91 | ||
| Sortino ratioReturn per unit of downside risk | -2.36 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.36 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.09 | 2.68 | -2.77 |
| Martin ratioReturn relative to average drawdown | -0.24 | 12.63 | -12.87 |
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Drawdowns
BIPC vs. JEPQ - Drawdown Comparison
The maximum BIPC drawdown since its inception was -29.77%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for BIPC and JEPQ.
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Drawdown Indicators
| BIPC | JEPQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.77% | -20.07% | -9.70% |
Max Drawdown (1Y)Largest decline over 1 year | -29.77% | -8.82% | -20.95% |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.07% | — |
Current DrawdownCurrent decline from peak | -22.24% | -2.75% | -19.49% |
Average DrawdownAverage peak-to-trough decline | -8.20% | -3.39% | -4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.37% | 1.86% | +9.51% |
Volatility
BIPC vs. JEPQ - Volatility Comparison
Brookfield Infrastructure Corporation (BIPC) has a higher volatility of 7.17% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 6.27%. This indicates that BIPC'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.
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Volatility by Period
| BIPC | JEPQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.17% | 6.27% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 22.86% | 10.52% | +12.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.40% | 13.06% | +15.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.66% | 16.78% | +12.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.66% | 16.78% | +12.88% |
Dividends
BIPC vs. JEPQ - Dividend Comparison
BIPC's dividend yield for the trailing twelve months is around 4.55%, less than JEPQ's 10.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BIPC Brookfield Infrastructure Corporation | 4.55% | 3.79% | 0.00% | 0.00% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 10.25% | 10.53% | 9.65% | 10.03% | 9.44% |
Frequently Asked Questions
BIPC and JEPQ have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIPC has higher volatility (7.17%) compared to JEPQ (6.27%). In terms of maximum drawdown, BIPC dropped -29.77% vs JEPQ's -20.07%.
JEPQ currently has the higher Sharpe Ratio (1.81 vs -0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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