Correlation
The correlation between JEPQ and TDIV is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
JEPQ vs. TDIV
Compare and contrast key facts about JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) and First Trust NASDAQ Technology Dividend Index Fund (TDIV).
JEPQ and TDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022. TDIV is a passively managed fund by First Trust that tracks the performance of the NASDAQ Technology Dividend Index. It was launched on Aug 14, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JEPQ or TDIV.
Performance
JEPQ vs. TDIV - Performance Comparison
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Key characteristics
JEPQ:
0.43
TDIV:
0.58
JEPQ:
0.67
TDIV:
0.88
JEPQ:
1.10
TDIV:
1.12
JEPQ:
0.38
TDIV:
0.55
JEPQ:
1.30
TDIV:
1.97
JEPQ:
5.88%
TDIV:
6.47%
JEPQ:
20.30%
TDIV:
24.98%
JEPQ:
-20.07%
TDIV:
-31.97%
JEPQ:
-7.23%
TDIV:
-2.94%
Returns By Period
In the year-to-date period, JEPQ achieves a -2.97% return, which is significantly lower than TDIV's 3.85% return.
JEPQ
-2.97%
3.72%
-2.54%
8.58%
14.33%
N/A
N/A
TDIV
3.85%
10.46%
2.46%
14.42%
15.34%
17.39%
13.79%
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JEPQ vs. TDIV - Expense Ratio Comparison
JEPQ has a 0.35% expense ratio, which is lower than TDIV's 0.50% expense ratio.
Risk-Adjusted Performance
JEPQ vs. TDIV — Risk-Adjusted Performance Rank
JEPQ
TDIV
JEPQ vs. TDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) and First Trust NASDAQ Technology Dividend Index Fund (TDIV). 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.
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Dividends
JEPQ vs. TDIV - Dividend Comparison
JEPQ's dividend yield for the trailing twelve months is around 11.27%, more than TDIV's 1.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.27% | 9.65% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TDIV First Trust NASDAQ Technology Dividend Index Fund | 1.64% | 1.59% | 1.74% | 2.51% | 1.76% | 2.08% | 2.27% | 2.96% | 2.27% | 2.45% | 2.52% | 2.80% |
Drawdowns
JEPQ vs. TDIV - Drawdown Comparison
The maximum JEPQ drawdown since its inception was -20.07%, smaller than the maximum TDIV drawdown of -31.97%. Use the drawdown chart below to compare losses from any high point for JEPQ and TDIV.
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Volatility
JEPQ vs. TDIV - Volatility Comparison
The current volatility for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) is 2.06%, while First Trust NASDAQ Technology Dividend Index Fund (TDIV) has a volatility of 5.85%. This indicates that JEPQ experiences smaller price fluctuations and is considered to be less risky than TDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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