NUSI vs. JEPQ
Compare and contrast key facts about Nationwide Risk-Managed Income ETF (NUSI) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
NUSI and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NUSI is an actively managed fund by Nationwide. It was launched on Dec 19, 2019. 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: NUSI or JEPQ.
Correlation
The correlation between NUSI and JEPQ is 0.87, 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.
Performance
NUSI vs. JEPQ - Performance Comparison
Key characteristics
NUSI:
2.32
JEPQ:
2.14
NUSI:
3.30
JEPQ:
2.78
NUSI:
1.46
JEPQ:
1.43
NUSI:
2.57
JEPQ:
2.50
NUSI:
12.86
JEPQ:
10.77
NUSI:
2.18%
JEPQ:
2.49%
NUSI:
12.12%
JEPQ:
12.53%
NUSI:
-31.23%
JEPQ:
-16.82%
NUSI:
-1.49%
JEPQ:
-1.48%
Returns By Period
The year-to-date returns for both stocks are quite close, with NUSI having a 26.70% return and JEPQ slightly lower at 25.70%.
NUSI
26.70%
2.37%
8.46%
27.27%
9.22%
N/A
JEPQ
25.70%
2.67%
9.33%
26.16%
N/A
N/A
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NUSI vs. JEPQ - Expense Ratio Comparison
NUSI has a 0.68% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
NUSI vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Risk-Managed Income ETF (NUSI) 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
NUSI vs. JEPQ - Dividend Comparison
NUSI's dividend yield for the trailing twelve months is around 6.70%, less than JEPQ's 9.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
NUSI Nationwide Risk-Managed Income ETF | 6.70% | 7.17% | 9.05% | 7.77% | 7.48% | 0.65% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.41% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% |
Drawdowns
NUSI vs. JEPQ - Drawdown Comparison
The maximum NUSI drawdown since its inception was -31.23%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for NUSI and JEPQ. For additional features, visit the drawdowns tool.
Volatility
NUSI vs. JEPQ - Volatility Comparison
Nationwide Risk-Managed Income ETF (NUSI) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) have volatilities of 2.87% and 2.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.