FUSD.L vs. JEPQ
Compare and contrast key facts about Fidelity US Quality Income ETF Inc (FUSD.L) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
FUSD.L and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FUSD.L is a passively managed fund by Fidelity that tracks the performance of the Fidelity US Quality Income Index NR. It was launched on Jun 21, 2023. 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: FUSD.L or JEPQ.
Correlation
The correlation between FUSD.L and JEPQ is 0.49, 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
FUSD.L vs. JEPQ - Performance Comparison
Key characteristics
FUSD.L:
1.36
JEPQ:
1.79
FUSD.L:
1.93
JEPQ:
2.37
FUSD.L:
1.25
JEPQ:
1.35
FUSD.L:
2.53
JEPQ:
2.20
FUSD.L:
6.97
JEPQ:
9.30
FUSD.L:
2.22%
JEPQ:
2.54%
FUSD.L:
11.46%
JEPQ:
13.17%
FUSD.L:
-35.82%
JEPQ:
-16.82%
FUSD.L:
-1.31%
JEPQ:
-0.19%
Returns By Period
In the year-to-date period, FUSD.L achieves a 2.66% return, which is significantly lower than JEPQ's 4.40% return.
FUSD.L
2.66%
1.14%
4.77%
17.83%
11.97%
N/A
JEPQ
4.40%
2.26%
15.27%
24.58%
N/A
N/A
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FUSD.L vs. JEPQ - Expense Ratio Comparison
FUSD.L has a 0.25% expense ratio, which is lower than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
FUSD.L vs. JEPQ — Risk-Adjusted Performance Rank
FUSD.L
JEPQ
FUSD.L vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity US Quality Income ETF Inc (FUSD.L) 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
FUSD.L vs. JEPQ - Dividend Comparison
FUSD.L's dividend yield for the trailing twelve months is around 1.77%, less than JEPQ's 9.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FUSD.L Fidelity US Quality Income ETF Inc | 1.77% | 1.85% | 2.10% | 2.31% | 2.30% | 2.30% | 1.95% | 2.19% | 1.24% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.51% | 9.66% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FUSD.L vs. JEPQ - Drawdown Comparison
The maximum FUSD.L drawdown since its inception was -35.82%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for FUSD.L and JEPQ. For additional features, visit the drawdowns tool.
Volatility
FUSD.L vs. JEPQ - Volatility Comparison
Fidelity US Quality Income ETF Inc (FUSD.L) has a higher volatility of 3.43% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 3.22%. This indicates that FUSD.L's price experiences larger fluctuations and is considered to be riskier than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.