JPMO vs. JEPQ
Compare and contrast key facts about YieldMax JPM Option Income Strategy ETF (JPMO) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
JPMO and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPMO is an actively managed fund by YieldMax. It was launched on Sep 11, 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: JPMO or JEPQ.
Correlation
The correlation between JPMO and JEPQ is 0.59, 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.
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JPMO vs. JEPQ - Performance Comparison
Key characteristics
JPMO:
-0.67
JEPQ:
-0.21
JPMO:
-0.74
JEPQ:
-0.16
JPMO:
0.88
JEPQ:
0.98
JPMO:
-0.59
JEPQ:
-0.18
JPMO:
-2.34
JEPQ:
-0.86
JPMO:
6.23%
JEPQ:
4.04%
JPMO:
21.74%
JEPQ:
16.76%
JPMO:
-24.80%
JEPQ:
-18.82%
JPMO:
-24.80%
JEPQ:
-18.82%
Returns By Period
The year-to-date returns for both stocks are quite close, with JPMO having a -14.57% return and JEPQ slightly lower at -15.08%.
JPMO
-14.57%
-17.51%
-9.73%
-13.84%
N/A
N/A
JEPQ
-15.08%
-14.11%
-9.62%
-2.28%
N/A
N/A
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JPMO vs. JEPQ - Expense Ratio Comparison
JPMO has a 1.01% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
JPMO vs. JEPQ — Risk-Adjusted Performance Rank
JPMO
JEPQ
JPMO vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax JPM Option Income Strategy ETF (JPMO) 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
JPMO vs. JEPQ - Dividend Comparison
JPMO's dividend yield for the trailing twelve months is around 32.49%, more than JEPQ's 12.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|
Drawdowns
JPMO vs. JEPQ - Drawdown Comparison
The maximum JPMO drawdown since its inception was -24.80%, which is greater than JEPQ's maximum drawdown of -18.82%. Use the drawdown chart below to compare losses from any high point for JPMO and JEPQ. For additional features, visit the drawdowns tool.
Volatility
JPMO vs. JEPQ - Volatility Comparison
The current volatility for YieldMax JPM Option Income Strategy ETF (JPMO) is NaN%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of NaN%. This indicates that JPMO experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
User Portfolios with JPMO or JEPQ
-6%
YTD
Recent discussions
Dividend Paying Stock Portfolio
4803heights
Screener
michael
Bonds (BND and/or BNDX) are greatly favored over stocks by the optimizer
I have not seem many orange lines winning against original or benchmark no matter what I do. But the software seems to be doing something when all is stock or stock ETFs. However, Bonds and Stocks don't work well together. The moment I add BND or BNDX, the optimizer puts almost all of the weight in the bonds. I ran out of the free limit of calculations.
Maybe it's a message we all need to hear: invest in bond ETFs. Maybe I'm not using the tool correctly. Maybe there is something wrong with the tool.
I don't know.
-- Fred
Fred