NUVBX vs. JEPQ
Compare and contrast key facts about Nuveen Intermediate Duration Municipal Bond Fund (NUVBX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
NUVBX is managed by Nuveen. It was launched on Nov 28, 1976. 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: NUVBX or JEPQ.
Correlation
The correlation between NUVBX and JEPQ is 0.14, 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
NUVBX vs. JEPQ - Performance Comparison
Key characteristics
NUVBX:
1.10
JEPQ:
1.81
NUVBX:
1.53
JEPQ:
2.38
NUVBX:
1.23
JEPQ:
1.35
NUVBX:
0.94
JEPQ:
2.22
NUVBX:
3.84
JEPQ:
9.37
NUVBX:
0.88%
JEPQ:
2.54%
NUVBX:
3.08%
JEPQ:
13.19%
NUVBX:
-13.31%
JEPQ:
-16.82%
NUVBX:
-0.69%
JEPQ:
0.00%
Returns By Period
In the year-to-date period, NUVBX achieves a 0.84% return, which is significantly lower than JEPQ's 4.17% return.
NUVBX
0.84%
1.07%
0.39%
3.26%
0.93%
2.36%
JEPQ
4.17%
2.55%
14.16%
23.33%
N/A
N/A
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NUVBX vs. JEPQ - Expense Ratio Comparison
NUVBX has a 0.44% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
NUVBX vs. JEPQ — Risk-Adjusted Performance Rank
NUVBX
JEPQ
NUVBX vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Intermediate Duration Municipal Bond Fund (NUVBX) 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
NUVBX vs. JEPQ - Dividend Comparison
NUVBX's dividend yield for the trailing twelve months is around 3.21%, less than JEPQ's 9.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUVBX Nuveen Intermediate Duration Municipal Bond Fund | 3.21% | 3.22% | 2.82% | 2.38% | 2.18% | 2.55% | 2.86% | 3.03% | 2.99% | 3.08% | 2.97% | 3.19% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.53% | 9.66% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NUVBX vs. JEPQ - Drawdown Comparison
The maximum NUVBX drawdown since its inception was -13.31%, smaller than the maximum JEPQ drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for NUVBX and JEPQ. For additional features, visit the drawdowns tool.
Volatility
NUVBX vs. JEPQ - Volatility Comparison
The current volatility for Nuveen Intermediate Duration Municipal Bond Fund (NUVBX) is 0.92%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.57%. This indicates that NUVBX 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.