JPHY vs. QQQI
Compare and contrast key facts about JPMorgan High Yield Research Enhanced ETF (JPHY) and NEOS Nasdaq-100 High Income ETF (QQQI).
JPHY and QQQI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPHY is an actively managed fund by JPMorgan. It was launched on Sep 14, 2016. QQQI is an actively managed fund by Neos. It was launched on Jan 29, 2024.
Performance
JPHY vs. QQQI - Performance Comparison
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JPHY vs. QQQI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
JPHY JPMorgan High Yield Research Enhanced ETF | 0.38% | 4.00% |
QQQI NEOS Nasdaq-100 High Income ETF | -3.45% | 12.39% |
Returns By Period
In the year-to-date period, JPHY achieves a 0.38% return, which is significantly higher than QQQI's -3.45% return.
JPHY
- 1D
- 0.22%
- 1M
- -0.10%
- YTD
- 0.38%
- 6M
- 1.54%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QQQI
- 1D
- 1.01%
- 1M
- -3.20%
- YTD
- -3.45%
- 6M
- -0.97%
- 1Y
- 21.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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JPHY vs. QQQI - Expense Ratio Comparison
JPHY has a 0.24% expense ratio, which is lower than QQQI's 0.68% expense ratio.
Return for Risk
JPHY vs. QQQI — Risk / Return Rank
JPHY
QQQI
JPHY vs. QQQI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan High Yield Research Enhanced ETF (JPHY) and NEOS Nasdaq-100 High Income ETF (QQQI). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| JPHY | QQQI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.87 | 0.90 | +0.97 |
Correlation
The correlation between JPHY and QQQI is 0.57, 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
JPHY vs. QQQI - Dividend Comparison
JPHY's dividend yield for the trailing twelve months is around 4.91%, less than QQQI's 14.90% yield.
| TTM | 2025 | 2024 | |
|---|---|---|---|
JPHY JPMorgan High Yield Research Enhanced ETF | 4.91% | 3.32% | 0.00% |
QQQI NEOS Nasdaq-100 High Income ETF | 14.90% | 13.82% | 12.85% |
Drawdowns
JPHY vs. QQQI - Drawdown Comparison
The maximum JPHY drawdown since its inception was -1.65%, smaller than the maximum QQQI drawdown of -20.00%. Use the drawdown chart below to compare losses from any high point for JPHY and QQQI.
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Drawdown Indicators
| JPHY | QQQI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.65% | -20.00% | +18.35% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.46% | — |
Current DrawdownCurrent decline from peak | -0.43% | -5.72% | +5.29% |
Average DrawdownAverage peak-to-trough decline | -0.23% | -2.31% | +2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.54% | — |
Volatility
JPHY vs. QQQI - Volatility Comparison
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Volatility by Period
| JPHY | QQQI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.18% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.23% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.09% | 19.72% | -16.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.09% | 17.48% | -14.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.09% | 17.48% | -14.39% |