GLDI vs. JEPQ
Compare and contrast key facts about Credit Suisse X-Links Gold Shares Covered Call ETN (GLDI) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
GLDI and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GLDI is a passively managed fund by Credit Suisse Group AG that tracks the performance of the Credit Suisse NASDAQ Gold FLOWS 103 Index. It was launched on Jan 29, 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: GLDI or JEPQ.
Correlation
The correlation between GLDI and JEPQ is 0.80, 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
GLDI vs. JEPQ - Performance Comparison
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Key characteristics
GLDI:
4.75%
JEPQ:
4.97%
GLDI:
-0.46%
JEPQ:
-0.35%
GLDI:
-0.17%
JEPQ:
0.00%
Returns By Period
GLDI
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JEPQ
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GLDI vs. JEPQ - Expense Ratio Comparison
GLDI has a 0.65% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
GLDI vs. JEPQ — Risk-Adjusted Performance Rank
GLDI
JEPQ
GLDI vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Credit Suisse X-Links Gold Shares Covered Call ETN (GLDI) 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.
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Dividends
GLDI vs. JEPQ - Dividend Comparison
GLDI's dividend yield for the trailing twelve months is around 12.51%, more than JEPQ's 11.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLDI Credit Suisse X-Links Gold Shares Covered Call ETN | 12.51% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GLDI vs. JEPQ - Drawdown Comparison
The maximum GLDI drawdown since its inception was -0.46%, which is greater than JEPQ's maximum drawdown of -0.35%. Use the drawdown chart below to compare losses from any high point for GLDI and JEPQ. For additional features, visit the drawdowns tool.
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Volatility
GLDI vs. JEPQ - Volatility Comparison
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