PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
JEPQ.TO vs. BKCC.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

JEPQ.TO vs. BKCC.TO

Last updated Apr 1, 2026

Compare and contrast key facts about JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ.TO) and Global X Equal Weight Canadian Bank Covered Call ETF (BKCC.TO).

JEPQ.TO and BKCC.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JEPQ.TO is an actively managed fund by JPMorgan. It was launched on Sep 27, 2024. BKCC.TO is an actively managed fund by Global X. It was launched on May 16, 2011.

Performance

JEPQ.TO vs. BKCC.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ.TO) and Global X Equal Weight Canadian Bank Covered Call ETF (BKCC.TO). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

JEPQ.TO vs. BKCC.TO - Yearly Performance Comparison

2026 (YTD)20252024
JEPQ.TO
JPMorgan Nasdaq Equity Premium Income Active ETF		-1.52%10.46%15.40%
BKCC.TO
Global X Equal Weight Canadian Bank Covered Call ETF		0.86%28.05%4.09%

Returns By Period

In the year-to-date period, JEPQ.TO achieves a -1.52% return, which is significantly lower than BKCC.TO's 0.86% return.

JEPQ.TO

1D
3.31%
1M
-1.63%
YTD
-1.52%
6M
1.85%
1Y
16.19%
3Y*
—
5Y*
—
10Y*
—

BKCC.TO

1D
1.85%
1M
-3.78%
YTD
0.86%
6M
10.61%
1Y
33.59%
3Y*
16.79%
5Y*
9.57%
10Y*
8.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

JPMorgan Nasdaq Equity Premium Income Active ETF

Global X Equal Weight Canadian Bank Covered Call ETF

Often compared with JEPQ.TO:
JEPQ.TO vs. JEPI.TOJEPQ.TO vs. JEPQJEPQ.TO vs. QQCC.TOJEPQ.TO vs. VEQT.TOJEPQ.TO vs. QQQY.TOJEPQ.TO vs. TEC.TOJEPQ.TO vs. XDIV.TO
Often compared with BKCC.TO:
BKCC.TO vs. HMAX.TOBKCC.TO vs. VDY.TOBKCC.TO vs. XDV.TOBKCC.TO vs. BK.TOBKCC.TO vs. AI.TOBKCC.TO vs. BANK.TOBKCC.TO vs. ENCC.TO

JEPQ.TO vs. BKCC.TO - Expense Ratio Comparison

JEPQ.TO has a 0.35% expense ratio, which is lower than BKCC.TO's 0.84% expense ratio.

BKCC.TO
Global X Equal Weight Canadian Bank Covered Call ETF
JEPQ.TO
JPMorgan Nasdaq Equity Premium Income Active ETF

Return for Risk

JEPQ.TO vs. BKCC.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
JEPQ.TO
JEPQ.TO Risk / Return Rank: 5252
Overall Rank
JEPQ.TO Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
JEPQ.TO Sortino Ratio Rank: 4747
Sortino Ratio Rank
JEPQ.TO Omega Ratio Rank: 5555
Omega Ratio Rank
JEPQ.TO Calmar Ratio Rank: 5555
Calmar Ratio Rank
JEPQ.TO Martin Ratio Rank: 5858
Martin Ratio Rank
BKCC.TO
BKCC.TO Risk / Return Rank: 9797
Overall Rank
BKCC.TO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
BKCC.TO Sortino Ratio Rank: 9797
Sortino Ratio Rank
BKCC.TO Omega Ratio Rank: 9797
Omega Ratio Rank
BKCC.TO Calmar Ratio Rank: 9696
Calmar Ratio Rank
BKCC.TO Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JEPQ.TO vs. BKCC.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ.TO) and Global X Equal Weight Canadian Bank Covered Call ETF (BKCC.TO). 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.

JEPQ.TOBKCC.TODifference

Sharpe ratio

Return per unit of total volatility

0.86

2.94

-2.08

Sortino ratio

Return per unit of downside risk

1.29

3.88

-2.59

Omega ratio

Gain probability vs. loss probability

1.21

1.61

-0.40

Calmar ratio

Return relative to maximum drawdown

1.40

4.43

-3.02

Martin ratio

Return relative to average drawdown

5.82

18.46

-12.64

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

JEPQ.TO vs. BKCC.TO - Sharpe Ratio Comparison

The current JEPQ.TO Sharpe Ratio is 0.86, which is lower than the BKCC.TO Sharpe Ratio of 2.94. The chart below compares the historical Sharpe Ratios of JEPQ.TO and BKCC.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Loading graphics...

Sharpe Ratios by Period

JEPQ.TOBKCC.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

2.94

-2.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.72

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.50

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.92

-0.00

+0.92

Correlation

The correlation between JEPQ.TO and BKCC.TO is 0.51, 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.

Dividends

JEPQ.TO vs. BKCC.TO - Dividend Comparison

JEPQ.TO's dividend yield for the trailing twelve months is around 10.53%, more than BKCC.TO's 9.64% yield.

TTM20252024202320222021202020192018201720162015
JEPQ.TO
JPMorgan Nasdaq Equity Premium Income Active ETF		10.53%10.34%5.50%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BKCC.TO
Global X Equal Weight Canadian Bank Covered Call ETF		9.64%10.43%12.30%10.93%8.23%5.52%5.92%5.44%6.24%5.76%5.79%7.35%

Drawdowns

JEPQ.TO vs. BKCC.TO - Drawdown Comparison

The maximum JEPQ.TO drawdown since its inception was -20.05%, smaller than the maximum BKCC.TO drawdown of -100.33%. Use the drawdown chart below to compare losses from any high point for JEPQ.TO and BKCC.TO.

Loading graphics...

Drawdown Indicators

JEPQ.TOBKCC.TODifference

Max Drawdown

Largest peak-to-trough decline

-20.05%

-100.33%

+80.28%

Max Drawdown (1Y)

Largest decline over 1 year

-11.99%

-7.71%

-4.28%

Max Drawdown (5Y)

Largest decline over 5 years

—

-26.02%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-41.18%

—

Current Drawdown

Current decline from peak

-4.69%

-100.00%

+95.31%

Average Drawdown

Average peak-to-trough decline

-3.68%

-99.92%

+96.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.89%

1.85%

+1.04%

Volatility

JEPQ.TO vs. BKCC.TO - Volatility Comparison

JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ.TO) has a higher volatility of 5.95% compared to Global X Equal Weight Canadian Bank Covered Call ETF (BKCC.TO) at 5.34%. This indicates that JEPQ.TO's price experiences larger fluctuations and is considered to be riskier than BKCC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading graphics...

Volatility by Period

JEPQ.TOBKCC.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.95%

5.34%

+0.61%

Volatility (6M)

Calculated over the trailing 6-month period

10.78%

8.22%

+2.56%

Volatility (1Y)

Calculated over the trailing 1-year period

18.97%

11.49%

+7.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.91%

13.37%

+4.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.91%

16.97%

+0.94%