JPTBX vs. GPIQ
JPTBX (JPMorgan SmartRetirement Blend 2055 Fund) and GPIQ (Goldman Sachs Nasdaq-100 Core Premium Income ETF) are both funds - JPTBX is a Target Retirement Date fund managed by JPMorgan, while GPIQ is a Nasdaq-100 fund actively managed by Goldman Sachs. Over the past year, JPTBX returned 22.56% vs 24.16% for GPIQ. Their correlation of 0.85 means they have usually moved in the same direction. JPTBX charges 0.33%/yr vs 0.29%/yr for GPIQ.
Performance
JPTBX vs. GPIQ - Performance Comparison
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Returns By Period
In the year-to-date period, JPTBX achieves a 11.03% return, which is significantly lower than GPIQ's 11.67% return.
JPTBX
- 1D
- 1.85%
- 1M
- -0.37%
- 6M
- 7.69%
- YTD
- 11.03%
- 1Y
- 22.56%
- 3Y*
- 16.28%
- 5Y*
- 9.40%
- 10Y*
- 10.71%
- ALL TIME*
- 10.07%
GPIQ
- 1D
- 0.58%
- 1M
- -2.85%
- 6M
- 9.86%
- YTD
- 11.67%
- 1Y
- 24.16%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 26.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $86.57M | $81.60M | $83.20M | |
| $0.00 | $0.00 | $0.00 |
JPTBX vs. GPIQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
JPTBX JPMorgan SmartRetirement Blend 2055 Fund | 11.03% | 20.02% | 11.95% | 17.12% |
GPIQ Goldman Sachs Nasdaq-100 Core Premium Income ETF | 11.67% | 19.77% | 23.22% | 15.17% |
Correlation
The correlation between JPTBX and GPIQ is 0.88, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Oct 26, 2023 | 0.85 |
The correlation between JPTBX and GPIQ has been stable across timeframes, ranging from 0.85 to 0.88 - a consistent structural relationship.
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Return for Risk
JPTBX vs. GPIQ — Risk / Return Rank
JPTBX
GPIQ
JPTBX vs. GPIQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2055 Fund (JPTBX) and Goldman Sachs Nasdaq-100 Core Premium Income ETF (GPIQ). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JPTBX | GPIQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.24 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.30 | 2.35 | -0.05 |
| Martin ratioReturn relative to average drawdown | 9.86 | 8.33 | +1.54 |
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Drawdowns
JPTBX vs. GPIQ - Drawdown Comparison
The maximum JPTBX drawdown since its inception was -32.64%, which is greater than GPIQ's maximum drawdown of -21.06%. Use the drawdown chart below to compare losses from any high point for JPTBX and GPIQ.
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Drawdown Indicators
| JPTBX | GPIQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.64% | -21.06% | -11.58% |
Max Drawdown (1Y)Largest decline over 1 year | -9.00% | -9.51% | +0.51% |
Max Drawdown (3Y)Largest decline over 3 years | -15.41% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.39% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -32.64% | — | — |
Current DrawdownCurrent decline from peak | -1.27% | -5.90% | +4.63% |
Average DrawdownAverage peak-to-trough decline | -4.23% | -2.33% | -1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.09% | 2.68% | -0.59% |
Volatility
JPTBX vs. GPIQ - Volatility Comparison
The current volatility for JPMorgan SmartRetirement Blend 2055 Fund (JPTBX) is 3.62%, while Goldman Sachs Nasdaq-100 Core Premium Income ETF (GPIQ) has a volatility of 6.39%. This indicates that JPTBX experiences smaller price fluctuations and is considered to be less risky than GPIQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPTBX | GPIQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 6.39% | -2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 10.66% | 14.09% | -3.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.81% | 16.69% | -3.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.94% | 18.06% | -3.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.56% | 18.06% | -2.50% |
JPTBX vs. GPIQ - Expense Ratio Comparison
JPTBX has a 0.33% expense ratio, which is higher than GPIQ's 0.29% expense ratio.
Dividends
JPTBX vs. GPIQ - Dividend Comparison
JPTBX's dividend yield for the trailing twelve months is around 2.00%, less than GPIQ's 10.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GPIQ Goldman Sachs Nasdaq-100 Core Premium Income ETF | 9.32% | 9.81% | 9.18% | 1.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JPTBX JPMorgan SmartRetirement Blend 2055 Fund | 2.00% | 2.22% | 1.95% | 1.83% | 1.61% | 5.17% | 1.14% | 2.30% | 4.95% | 1.90% | 2.03% | 1.99% |
Frequently Asked Questions
JPTBX and GPIQ have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GPIQ has higher volatility (6.39%) compared to JPTBX (3.62%). In terms of maximum drawdown, JPTBX dropped -32.64% vs GPIQ's -21.06%.
JPTBX currently has the higher Sharpe Ratio (1.61 vs 1.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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