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 -0.41% vs 20.98% for JEPQ. At a 0.29 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 -8.97% return, which is significantly lower than JEPQ's 7.89% return.
BIPC
- 1D
- 0.22%
- 1M
- -0.27%
- 6M
- -7.42%
- YTD
- -8.97%
- 1Y
- -0.41%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JEPQ
- 1D
- -1.43%
- 1M
- -1.48%
- 6M
- 6.48%
- YTD
- 7.89%
- 1Y
- 20.98%
- 3Y*
- 18.48%
- 5Y*
- —
- 10Y*
- —
BIPC vs. JEPQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BIPC Brookfield Infrastructure Corporation | -8.97% | 18.32% | 3.65% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 7.89% | 15.18% | -2.23% |
Correlation
The correlation between BIPC and JEPQ is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Dec 27, 2024 | 0.29 |
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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 | -1.54 | ||
| Sortino ratioReturn per unit of downside risk | -1.91 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.29 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.01 | 2.39 | -2.40 |
| Martin ratioReturn relative to average drawdown | -0.03 | 10.98 | -11.01 |
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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 | -18.96% | -2.57% | -16.39% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -3.37% | -5.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.34% | 1.92% | +10.42% |
Volatility
BIPC vs. JEPQ - Volatility Comparison
Brookfield Infrastructure Corporation (BIPC) has a higher volatility of 7.57% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 5.76%. 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 | 7.57% | 5.76% | +1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 22.96% | 11.42% | +11.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.35% | 13.83% | +14.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.26% | 16.82% | +12.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.26% | 16.82% | +12.44% |
Dividends
BIPC vs. JEPQ - Dividend Comparison
BIPC's dividend yield for the trailing twelve months is around 4.37%, less than JEPQ's 10.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BIPC Brookfield Infrastructure Corporation | 4.37% | 3.79% | 0.00% | 0.00% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 10.57% | 10.53% | 9.65% | 10.03% | 9.44% |
Frequently Asked Questions
BIPC and JEPQ have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIPC has higher volatility (7.57%) compared to JEPQ (5.76%). In terms of maximum drawdown, BIPC dropped -29.77% vs JEPQ's -20.07%.
JEPQ currently has the higher Sharpe Ratio (1.52 vs -0.01), 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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