DLY vs. JEPQ
Compare and contrast key facts about DoubleLine Yield Opportunities Fund (DLY) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
DLY is an actively managed fund by DoubleLine. It was launched on Feb 26, 2020. 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: DLY or JEPQ.
Correlation
The correlation between DLY and JEPQ is 0.41, 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
DLY vs. JEPQ - Performance Comparison
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Key characteristics
DLY:
0.48
JEPQ:
0.44
DLY:
0.72
JEPQ:
0.78
DLY:
1.12
JEPQ:
1.12
DLY:
0.64
JEPQ:
0.47
DLY:
2.47
JEPQ:
1.65
DLY:
2.80%
JEPQ:
5.66%
DLY:
13.48%
JEPQ:
20.27%
DLY:
-28.60%
JEPQ:
-20.07%
DLY:
-3.70%
JEPQ:
-7.60%
Returns By Period
In the year-to-date period, DLY achieves a 0.74% return, which is significantly higher than JEPQ's -3.35% return.
DLY
0.74%
5.42%
0.20%
6.40%
7.42%
N/A
JEPQ
-3.35%
6.22%
-2.17%
8.95%
N/A
N/A
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DLY vs. JEPQ - Expense Ratio Comparison
DLY has a 2.91% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
DLY vs. JEPQ — Risk-Adjusted Performance Rank
DLY
JEPQ
DLY vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DoubleLine Yield Opportunities Fund (DLY) 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.
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Dividends
DLY vs. JEPQ - Dividend Comparison
DLY's dividend yield for the trailing twelve months is around 9.46%, less than JEPQ's 11.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
DLY DoubleLine Yield Opportunities Fund | 9.46% | 9.25% | 9.86% | 10.70% | 7.50% | 5.69% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.32% | 9.65% | 10.02% | 9.44% | 0.00% | 0.00% |
Drawdowns
DLY vs. JEPQ - Drawdown Comparison
The maximum DLY drawdown since its inception was -28.60%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for DLY and JEPQ. For additional features, visit the drawdowns tool.
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Volatility
DLY vs. JEPQ - Volatility Comparison
The current volatility for DoubleLine Yield Opportunities Fund (DLY) is 2.99%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 5.16%. This indicates that DLY 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.
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