NDQ.AX vs. JPM
Compare and contrast key facts about BetaShares NASDAQ 100 ETF (NDQ.AX) and JPMorgan Chase & Co. (JPM).
NDQ.AX is a passively managed fund by BetaShares that tracks the performance of the NASDAQ-100 Index. It was launched on Jul 20, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NDQ.AX or JPM.
Correlation
The correlation between NDQ.AX and JPM is 0.17, 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
NDQ.AX vs. JPM - Performance Comparison
Key characteristics
NDQ.AX:
1.83
JPM:
2.48
NDQ.AX:
2.39
JPM:
3.24
NDQ.AX:
1.32
JPM:
1.49
NDQ.AX:
2.86
JPM:
5.80
NDQ.AX:
9.29
JPM:
16.59
NDQ.AX:
3.33%
JPM:
3.54%
NDQ.AX:
16.93%
JPM:
23.73%
NDQ.AX:
-30.79%
JPM:
-74.02%
NDQ.AX:
-0.41%
JPM:
-0.25%
Returns By Period
In the year-to-date period, NDQ.AX achieves a 2.13% return, which is significantly lower than JPM's 17.10% return.
NDQ.AX
2.13%
1.05%
19.07%
29.26%
19.35%
N/A
JPM
17.10%
7.75%
31.60%
58.92%
18.95%
19.97%
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Risk-Adjusted Performance
NDQ.AX vs. JPM — Risk-Adjusted Performance Rank
NDQ.AX
JPM
NDQ.AX vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BetaShares NASDAQ 100 ETF (NDQ.AX) and JPMorgan Chase & Co. (JPM). 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
NDQ.AX vs. JPM - Dividend Comparison
NDQ.AX's dividend yield for the trailing twelve months is around 1.82%, more than JPM's 1.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDQ.AX BetaShares NASDAQ 100 ETF | 1.82% | 1.86% | 2.17% | 3.36% | 3.33% | 2.47% | 2.22% | 0.52% | 0.45% | 0.43% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
NDQ.AX vs. JPM - Drawdown Comparison
The maximum NDQ.AX drawdown since its inception was -30.79%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for NDQ.AX and JPM. For additional features, visit the drawdowns tool.
Volatility
NDQ.AX vs. JPM - Volatility Comparison
BetaShares NASDAQ 100 ETF (NDQ.AX) has a higher volatility of 4.63% compared to JPMorgan Chase & Co. (JPM) at 3.89%. This indicates that NDQ.AX's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.