HDIV.TO vs. JEPQ
Compare and contrast key facts about Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV.TO) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
HDIV.TO and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HDIV.TO is an actively managed fund by Hamilton Capital. It was launched on Jul 19, 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: HDIV.TO or JEPQ.
Correlation
The correlation between HDIV.TO and JEPQ is 0.76, 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
HDIV.TO vs. JEPQ - Performance Comparison
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Key characteristics
HDIV.TO:
0.90
JEPQ:
0.39
HDIV.TO:
1.34
JEPQ:
0.70
HDIV.TO:
1.21
JEPQ:
1.11
HDIV.TO:
1.10
JEPQ:
0.41
HDIV.TO:
5.02
JEPQ:
1.46
HDIV.TO:
3.20%
JEPQ:
5.60%
HDIV.TO:
16.94%
JEPQ:
20.24%
HDIV.TO:
-22.33%
JEPQ:
-20.07%
HDIV.TO:
-2.09%
JEPQ:
-8.99%
Returns By Period
In the year-to-date period, HDIV.TO achieves a 2.53% return, which is significantly higher than JEPQ's -4.81% return.
HDIV.TO
2.53%
11.09%
0.87%
15.29%
N/A
N/A
JEPQ
-4.81%
6.91%
-3.46%
7.71%
N/A
N/A
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HDIV.TO vs. JEPQ - Expense Ratio Comparison
HDIV.TO has a 0.00% expense ratio, which is lower than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
HDIV.TO vs. JEPQ — Risk-Adjusted Performance Rank
HDIV.TO
JEPQ
HDIV.TO vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV.TO) 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
HDIV.TO vs. JEPQ - Dividend Comparison
HDIV.TO's dividend yield for the trailing twelve months is around 12.00%, more than JEPQ's 11.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
HDIV.TO Hamilton Enhanced Multi-Sector Covered Call ETF | 12.00% | 11.38% | 10.41% | 9.64% | 3.37% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.50% | 9.66% | 10.02% | 9.44% | 0.00% |
Drawdowns
HDIV.TO vs. JEPQ - Drawdown Comparison
The maximum HDIV.TO drawdown since its inception was -22.33%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for HDIV.TO and JEPQ. For additional features, visit the drawdowns tool.
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Volatility
HDIV.TO vs. JEPQ - Volatility Comparison
The current volatility for Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV.TO) is 5.49%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 6.59%. This indicates that HDIV.TO 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.
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