BMAY vs. JEPQ

In the year-to-date period, BMAY achieves a -1.21% return, which is significantly higher than JEPQ's -4.81% return.

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BMAY has a 0.79% expense ratio, which is higher than JEPQ's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Equity Buffer ETF - May (BMAY) 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.

The current BMAY Sharpe Ratio is 0.63, which is higher than the JEPQ Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of BMAY and JEPQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BMAY has not paid dividends to shareholders, while JEPQ's dividend yield for the trailing twelve months is around 11.50%.

The maximum BMAY drawdown since its inception was -17.66%, smaller than the maximum JEPQ drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for BMAY and JEPQ. For additional features, visit the drawdowns tool.