IQQQ vs. JEPQ

In the year-to-date period, IQQQ achieves a -1.24% return, which is significantly higher than JEPQ's -3.17% return.

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IQQQ has a 0.55% expense ratio, which is higher than JEPQ's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ProShares Nasdaq-100 High Income ETF (IQQQ) 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.

The current IQQQ Sharpe Ratio is 0.48, which is comparable to the JEPQ Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of IQQQ and JEPQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IQQQ's dividend yield for the trailing twelve months is around 15.28%, more than JEPQ's 11.30% yield.

The maximum IQQQ drawdown since its inception was -20.41%, roughly equal to the maximum JEPQ drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for IQQQ and JEPQ. For additional features, visit the drawdowns tool.

ProShares Nasdaq-100 High Income ETF (IQQQ) has a higher volatility of 5.36% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 4.24%. This indicates that IQQQ'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.