JPEQ.AX vs. JEPQ
Compare and contrast key facts about JPMorgan US 100Q Equity Premium Income Active ETF (JPEQ.AX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
JPEQ.AX and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPEQ.AX is an actively managed fund by JPMorgan Chase. It was launched on May 23, 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: JPEQ.AX or JEPQ.
Correlation
The correlation between JPEQ.AX and JEPQ is 0.24, 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
JPEQ.AX vs. JEPQ - Performance Comparison
Key characteristics
JPEQ.AX:
1.74
JEPQ:
1.77
JPEQ.AX:
2.32
JEPQ:
2.34
JPEQ.AX:
1.34
JEPQ:
1.35
JPEQ.AX:
2.59
JEPQ:
2.17
JPEQ.AX:
10.32
JEPQ:
9.17
JPEQ.AX:
2.54%
JEPQ:
2.54%
JPEQ.AX:
15.08%
JEPQ:
13.18%
JPEQ.AX:
-10.13%
JEPQ:
-16.82%
JPEQ.AX:
-0.63%
JEPQ:
0.00%
Returns By Period
In the year-to-date period, JPEQ.AX achieves a 0.93% return, which is significantly lower than JEPQ's 4.60% return.
JPEQ.AX
0.93%
0.28%
19.71%
24.22%
N/A
N/A
JEPQ
4.60%
2.97%
14.50%
24.46%
N/A
N/A
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JPEQ.AX vs. JEPQ - Expense Ratio Comparison
Risk-Adjusted Performance
JPEQ.AX vs. JEPQ — Risk-Adjusted Performance Rank
JPEQ.AX
JEPQ
JPEQ.AX vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US 100Q Equity Premium Income Active ETF (JPEQ.AX) 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
JPEQ.AX vs. JEPQ - Dividend Comparison
JPEQ.AX's dividend yield for the trailing twelve months is around 7.91%, less than JEPQ's 9.49% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
JPEQ.AX JPMorgan US 100Q Equity Premium Income Active ETF | 7.91% | 7.46% | 4.88% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.49% | 9.66% | 10.02% | 9.44% |
Drawdowns
JPEQ.AX vs. JEPQ - Drawdown Comparison
The maximum JPEQ.AX drawdown since its inception was -10.13%, smaller than the maximum JEPQ drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for JPEQ.AX and JEPQ. For additional features, visit the drawdowns tool.
Volatility
JPEQ.AX vs. JEPQ - Volatility Comparison
JPMorgan US 100Q Equity Premium Income Active ETF (JPEQ.AX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) have volatilities of 3.21% and 3.32%, 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.