DSL vs. JEPQ

In the year-to-date period, DSL achieves a 1.22% return, which is significantly higher than JEPQ's -3.48% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DSL has a 2.28% expense ratio, which is higher than JEPQ's 0.35% expense ratio.

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.

The current DSL Sharpe Ratio is 0.62, which is higher than the JEPQ Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of DSL and JEPQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DSL's dividend yield for the trailing twelve months is around 11.64%, more than JEPQ's 11.34% yield.

The maximum DSL drawdown since its inception was -49.51%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for DSL and JEPQ. For additional features, visit the drawdowns tool.

The current volatility for DoubleLine Income Solutions Fund (DSL) is 3.28%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 5.18%. 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.