CSNDX.MI vs. JEPQ
Compare and contrast key facts about iShares NASDAQ 100 UCITS ETF USD (Acc) (CSNDX.MI) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
CSNDX.MI and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CSNDX.MI is a passively managed fund by iShares that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 26, 2010. 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: CSNDX.MI or JEPQ.
Correlation
The correlation between CSNDX.MI and JEPQ is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CSNDX.MI vs. JEPQ - Performance Comparison
Key characteristics
CSNDX.MI:
1.57
JEPQ:
1.70
CSNDX.MI:
2.12
JEPQ:
2.25
CSNDX.MI:
1.30
JEPQ:
1.33
CSNDX.MI:
2.01
JEPQ:
2.10
CSNDX.MI:
6.63
JEPQ:
8.84
CSNDX.MI:
4.07%
JEPQ:
2.54%
CSNDX.MI:
17.35%
JEPQ:
13.25%
CSNDX.MI:
-31.19%
JEPQ:
-16.82%
CSNDX.MI:
-1.30%
JEPQ:
-1.61%
Returns By Period
The year-to-date returns for both investments are quite close, with CSNDX.MI having a 2.80% return and JEPQ slightly higher at 2.92%.
CSNDX.MI
2.80%
-0.20%
19.36%
27.02%
19.28%
18.67%
JEPQ
2.92%
-0.08%
12.81%
20.33%
N/A
N/A
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CSNDX.MI vs. JEPQ - Expense Ratio Comparison
CSNDX.MI has a 0.30% expense ratio, which is lower than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
CSNDX.MI vs. JEPQ — Risk-Adjusted Performance Rank
CSNDX.MI
JEPQ
CSNDX.MI vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares NASDAQ 100 UCITS ETF USD (Acc) (CSNDX.MI) 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
CSNDX.MI vs. JEPQ - Dividend Comparison
CSNDX.MI has not paid dividends to shareholders, while JEPQ's dividend yield for the trailing twelve months is around 9.64%.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
CSNDX.MI iShares NASDAQ 100 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.64% | 9.65% | 10.02% | 9.44% |
Drawdowns
CSNDX.MI vs. JEPQ - Drawdown Comparison
The maximum CSNDX.MI drawdown since its inception was -31.19%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for CSNDX.MI and JEPQ. For additional features, visit the drawdowns tool.
Volatility
CSNDX.MI vs. JEPQ - Volatility Comparison
iShares NASDAQ 100 UCITS ETF USD (Acc) (CSNDX.MI) has a higher volatility of 5.44% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 3.55%. This indicates that CSNDX.MI'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.