CHIE vs. JEPQ
Compare and contrast key facts about Global X MSCI China Energy ETF (CHIE) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
CHIE and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CHIE is a passively managed fund by Global X that tracks the performance of the MSCI China Energy IMI Plus 10/50 Index. It was launched on Dec 15, 2009. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHIE or JEPQ.
Correlation
The correlation between CHIE and JEPQ is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CHIE vs. JEPQ - Performance Comparison
Key characteristics
Returns By Period
CHIE
N/A
N/A
N/A
N/A
N/A
N/A
JEPQ
4.40%
2.26%
15.27%
24.58%
N/A
N/A
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CHIE vs. JEPQ - Expense Ratio Comparison
CHIE has a 0.66% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
CHIE vs. JEPQ — Risk-Adjusted Performance Rank
CHIE
JEPQ
CHIE vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X MSCI China Energy ETF (CHIE) 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.
Dividends
CHIE vs. JEPQ - Dividend Comparison
CHIE has not paid dividends to shareholders, while JEPQ's dividend yield for the trailing twelve months is around 9.51%.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
CHIE Global X MSCI China Energy ETF | 99.98% | 99.98% | 9.46% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.51% | 9.66% | 10.02% | 9.44% |
Drawdowns
CHIE vs. JEPQ - Drawdown Comparison
Volatility
CHIE vs. JEPQ - Volatility Comparison
The current volatility for Global X MSCI China Energy ETF (CHIE) is 0.00%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.33%. This indicates that CHIE experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.