ECAT vs. JEPQ

In the year-to-date period, ECAT achieves a 3.53% return, which is significantly higher than JEPQ's -4.81% return.

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ECAT has a 1.38% expense ratio, which is higher than JEPQ's 0.35% expense ratio.

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.

The current ECAT Sharpe Ratio is 0.83, which is higher than the JEPQ Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of ECAT 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.

ECAT's dividend yield for the trailing twelve months is around 22.14%, more than JEPQ's 11.50% yield.

The maximum ECAT drawdown since its inception was -32.23%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for ECAT and JEPQ. For additional features, visit the drawdowns tool.

The current volatility for BlackRock ESG Capital Allocation Term Trust (ECAT) is 5.08%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 6.59%. 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.