BOC vs. JEPQ
BOC (Boston Omaha Corp) is a stock, while JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) is Nasdaq-100 fund tracking the Nasdaq-100 Index. Over the past 3 years, BOC returned -10.42%/yr vs 19.79%/yr for JEPQ. At a 0.33 correlation, their price movements are largely independent.
Performance
BOC vs. JEPQ - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both investments are quite close, with BOC having a 7.52% return and JEPQ slightly higher at 7.85%.
BOC
- 1D
- 1.06%
- 1M
- 6.15%
- YTD
- 7.52%
- 6M
- 6.31%
- 1Y
- -5.07%
- 3Y*
- -10.42%
- 5Y*
- -16.57%
- 10Y*
- —
JEPQ
- 1D
- -2.48%
- 1M
- 0.34%
- YTD
- 7.85%
- 6M
- 7.02%
- 1Y
- 25.10%
- 3Y*
- 19.79%
- 5Y*
- —
- 10Y*
- —
BOC vs. JEPQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BOC Boston Omaha Corp | 7.52% | -12.76% | -9.85% | -40.64% | 19.48% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 7.85% | 15.18% | 24.85% | 36.28% | -11.16% |
Correlation
The correlation between BOC and JEPQ is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since May 4, 2022 | 0.33 |
Over the past year, the correlation between BOC and JEPQ has dropped to 0.12 - well below their long-term average of 0.33, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BOC vs. JEPQ — Risk / Return Rank
BOC
JEPQ
BOC vs. JEPQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Omaha Corp (BOC) 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.
| BOC | JEPQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.09 | ||
| Sortino ratioReturn per unit of downside risk | -2.56 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.38 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.22 | 2.86 | -3.08 |
| Martin ratioReturn relative to average drawdown | -0.43 | 13.55 | -13.98 |
Loading charts...
Drawdowns
BOC vs. JEPQ - Drawdown Comparison
The maximum BOC drawdown since its inception was -76.58%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for BOC and JEPQ.
Loading charts...
Drawdown Indicators
| BOC | JEPQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.58% | -20.07% | -56.51% |
Max Drawdown (1Y)Largest decline over 1 year | -23.46% | -8.82% | -14.64% |
Max Drawdown (3Y)Largest decline over 3 years | -43.43% | -20.07% | -23.36% |
Max Drawdown (5Y)Largest decline over 5 years | -74.13% | — | — |
Current DrawdownCurrent decline from peak | -71.84% | -2.48% | -69.36% |
Average DrawdownAverage peak-to-trough decline | -46.17% | -3.40% | -42.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.93% | 1.86% | +10.07% |
Volatility
BOC vs. JEPQ - Volatility Comparison
Boston Omaha Corp (BOC) has a higher volatility of 11.02% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 6.27%. This indicates that BOC'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.
Loading charts...
Volatility by Period
| BOC | JEPQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.02% | 6.27% | +4.75% |
Volatility (6M)Calculated over the trailing 6-month period | 22.99% | 10.58% | +12.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.52% | 13.08% | +19.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.10% | 16.79% | +18.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.79% | 16.79% | +26.00% |
Dividends
BOC vs. JEPQ - Dividend Comparison
BOC has not paid dividends to shareholders, while JEPQ's dividend yield for the trailing twelve months is around 10.22%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BOC Boston Omaha Corp | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 10.22% | 10.53% | 9.65% | 10.03% | 9.44% |
Frequently Asked Questions
BOC and JEPQ have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BOC has higher volatility (11.02%) compared to JEPQ (6.27%). In terms of maximum drawdown, BOC dropped -76.58% vs JEPQ's -20.07%.
JEPQ currently has the higher Sharpe Ratio (1.93 vs -0.16), 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.
Find the right allocation for BOC and JEPQ
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer