HERC.L vs. JEPQ
Compare and contrast key facts about Hercules Site Services plc (HERC.L) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
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: HERC.L or JEPQ.
Correlation
The correlation between HERC.L and JEPQ is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HERC.L vs. JEPQ - Performance Comparison
Key characteristics
HERC.L:
1.54
JEPQ:
1.67
HERC.L:
2.78
JEPQ:
2.23
HERC.L:
1.44
JEPQ:
1.33
HERC.L:
0.99
JEPQ:
2.06
HERC.L:
5.75
JEPQ:
8.67
HERC.L:
9.86%
JEPQ:
2.54%
HERC.L:
37.51%
JEPQ:
13.20%
HERC.L:
-66.00%
JEPQ:
-16.82%
HERC.L:
-21.19%
JEPQ:
-0.25%
Returns By Period
In the year-to-date period, HERC.L achieves a 34.18% return, which is significantly higher than JEPQ's 3.04% return.
HERC.L
34.18%
20.45%
10.42%
49.95%
N/A
N/A
JEPQ
3.04%
3.78%
16.18%
21.84%
N/A
N/A
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Risk-Adjusted Performance
HERC.L vs. JEPQ — Risk-Adjusted Performance Rank
HERC.L
JEPQ
HERC.L vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hercules Site Services plc (HERC.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
HERC.L vs. JEPQ - Dividend Comparison
HERC.L's dividend yield for the trailing twelve months is around 3.25%, less than JEPQ's 9.63% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
HERC.L Hercules Site Services plc | 3.25% | 4.35% | 7.17% | 4.84% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.63% | 9.65% | 10.02% | 9.44% |
Drawdowns
HERC.L vs. JEPQ - Drawdown Comparison
The maximum HERC.L drawdown since its inception was -66.00%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for HERC.L and JEPQ. For additional features, visit the drawdowns tool.
Volatility
HERC.L vs. JEPQ - Volatility Comparison
Hercules Site Services plc (HERC.L) has a higher volatility of 9.90% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 3.96%. This indicates that HERC.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.