Correlation
The correlation between INCM and JEPQ is 0.63, 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.
INCM vs. JEPQ
Compare and contrast key facts about Franklin Income Focus ETF (INCM) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
INCM and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. INCM is an actively managed fund by Franklin. It was launched on Jun 6, 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: INCM or JEPQ.
Performance
INCM vs. JEPQ - Performance Comparison
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Key characteristics
INCM:
1.08
JEPQ:
0.43
INCM:
1.47
JEPQ:
0.67
INCM:
1.22
JEPQ:
1.10
INCM:
1.10
JEPQ:
0.38
INCM:
4.75
JEPQ:
1.30
INCM:
1.81%
JEPQ:
5.88%
INCM:
8.42%
JEPQ:
20.30%
INCM:
-7.84%
JEPQ:
-20.07%
INCM:
-0.55%
JEPQ:
-7.23%
Returns By Period
In the year-to-date period, INCM achieves a 3.97% return, which is significantly higher than JEPQ's -2.97% return.
INCM
3.97%
2.05%
0.40%
8.01%
N/A
N/A
N/A
JEPQ
-2.97%
3.03%
-2.54%
8.36%
14.33%
N/A
N/A
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INCM vs. JEPQ - Expense Ratio Comparison
INCM has a 0.38% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
INCM vs. JEPQ — Risk-Adjusted Performance Rank
INCM
JEPQ
INCM vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Focus ETF (INCM) 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
INCM vs. JEPQ - Dividend Comparison
INCM's dividend yield for the trailing twelve months is around 5.89%, less than JEPQ's 11.28% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
INCM Franklin Income Focus ETF | 5.89% | 5.07% | 3.01% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.28% | 9.66% | 10.02% | 9.44% |
Drawdowns
INCM vs. JEPQ - Drawdown Comparison
The maximum INCM drawdown since its inception was -7.84%, smaller than the maximum JEPQ drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for INCM and JEPQ.
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Volatility
INCM vs. JEPQ - Volatility Comparison
Franklin Income Focus ETF (INCM) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) have volatilities of 2.01% and 2.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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