DSL vs. JEPQ
Compare and contrast key facts about DoubleLine Income Solutions Fund (DSL) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
DSL is managed by DoubleLine. It was launched on Apr 26, 2013. 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: DSL or JEPQ.
Correlation
The correlation between DSL and JEPQ is 0.39, 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
DSL vs. JEPQ - Performance Comparison
Key characteristics
DSL:
1.36
JEPQ:
1.38
DSL:
1.95
JEPQ:
1.85
DSL:
1.25
JEPQ:
1.27
DSL:
1.23
JEPQ:
1.70
DSL:
7.50
JEPQ:
7.09
DSL:
1.90%
JEPQ:
2.57%
DSL:
10.54%
JEPQ:
13.19%
DSL:
-49.51%
JEPQ:
-16.82%
DSL:
0.00%
JEPQ:
-3.35%
Returns By Period
In the year-to-date period, DSL achieves a 3.45% return, which is significantly higher than JEPQ's 1.09% return.
DSL
3.45%
2.46%
4.57%
14.37%
3.58%
5.81%
JEPQ
1.09%
0.24%
11.56%
17.89%
N/A
N/A
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DSL vs. JEPQ - Expense Ratio Comparison
DSL has a 2.28% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
DSL vs. JEPQ — Risk-Adjusted Performance Rank
DSL
JEPQ
DSL vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DoubleLine Income Solutions Fund (DSL) 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
DSL vs. JEPQ - Dividend Comparison
DSL's dividend yield for the trailing twelve months is around 11.19%, more than JEPQ's 9.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSL DoubleLine Income Solutions Fund | 11.19% | 11.38% | 10.78% | 13.67% | 10.74% | 10.69% | 9.33% | 10.39% | 9.11% | 9.53% | 11.63% | 9.56% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.82% | 9.66% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DSL vs. JEPQ - Drawdown Comparison
The maximum DSL drawdown since its inception was -49.51%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for DSL and JEPQ. For additional features, visit the drawdowns tool.
Volatility
DSL vs. JEPQ - Volatility Comparison
The current volatility for DoubleLine Income Solutions Fund (DSL) is 1.53%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.19%. This indicates that DSL 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.