ECAT vs. JEPQ
Compare and contrast key facts about BlackRock ESG Capital Allocation Term Trust (ECAT) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
ECAT is managed by Blackrock. It was launched on Sep 28, 2021. 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: ECAT or JEPQ.
Correlation
The correlation between ECAT and JEPQ is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ECAT vs. JEPQ - Performance Comparison
Key characteristics
ECAT:
1.47
JEPQ:
1.79
ECAT:
1.98
JEPQ:
2.37
ECAT:
1.26
JEPQ:
1.35
ECAT:
2.29
JEPQ:
2.20
ECAT:
7.19
JEPQ:
9.30
ECAT:
2.89%
JEPQ:
2.54%
ECAT:
14.19%
JEPQ:
13.17%
ECAT:
-32.23%
JEPQ:
-16.82%
ECAT:
-0.37%
JEPQ:
-0.19%
Returns By Period
In the year-to-date period, ECAT achieves a 6.08% return, which is significantly higher than JEPQ's 4.40% return.
ECAT
6.08%
2.37%
6.27%
20.49%
N/A
N/A
JEPQ
4.40%
2.26%
15.27%
24.58%
N/A
N/A
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ECAT vs. JEPQ - Expense Ratio Comparison
ECAT has a 1.38% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
ECAT vs. JEPQ — Risk-Adjusted Performance Rank
ECAT
JEPQ
ECAT vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock ESG Capital Allocation Term Trust (ECAT) 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
ECAT vs. JEPQ - Dividend Comparison
ECAT's dividend yield for the trailing twelve months is around 18.93%, more than JEPQ's 9.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
ECAT BlackRock ESG Capital Allocation Term Trust | 18.93% | 17.45% | 9.14% | 8.94% | 0.54% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.51% | 9.66% | 10.02% | 9.44% | 0.00% |
Drawdowns
ECAT vs. JEPQ - Drawdown Comparison
The maximum ECAT drawdown since its inception was -32.23%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for ECAT and JEPQ. For additional features, visit the drawdowns tool.
Volatility
ECAT vs. JEPQ - Volatility Comparison
The current volatility for BlackRock ESG Capital Allocation Term Trust (ECAT) is 3.08%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.33%. This indicates that ECAT 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.