PBDCX vs. JEPQ
Compare and contrast key facts about PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
PBDCX is managed by PIMCO. It was launched on Sep 3, 2004. 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: PBDCX or JEPQ.
Correlation
The correlation between PBDCX and JEPQ is 0.21, 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
PBDCX vs. JEPQ - Performance Comparison
Key characteristics
PBDCX:
0.99
JEPQ:
1.81
PBDCX:
1.47
JEPQ:
2.38
PBDCX:
1.17
JEPQ:
1.35
PBDCX:
0.32
JEPQ:
2.22
PBDCX:
2.65
JEPQ:
9.37
PBDCX:
1.96%
JEPQ:
2.54%
PBDCX:
5.24%
JEPQ:
13.19%
PBDCX:
-23.92%
JEPQ:
-16.82%
PBDCX:
-10.92%
JEPQ:
0.00%
Returns By Period
In the year-to-date period, PBDCX achieves a 0.86% return, which is significantly lower than JEPQ's 4.17% return.
PBDCX
0.86%
1.20%
-0.42%
4.84%
-1.68%
1.10%
JEPQ
4.17%
2.55%
14.16%
23.33%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PBDCX vs. JEPQ - Expense Ratio Comparison
PBDCX has a 2.19% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
PBDCX vs. JEPQ — Risk-Adjusted Performance Rank
PBDCX
JEPQ
PBDCX vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) 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
PBDCX vs. JEPQ - Dividend Comparison
PBDCX's dividend yield for the trailing twelve months is around 3.26%, less than JEPQ's 9.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBDCX PIMCO Investment Grade Credit Bond Fund Class C | 3.26% | 3.22% | 2.69% | 3.17% | 2.52% | 2.31% | 2.81% | 2.89% | 2.56% | 2.77% | 3.78% | 2.78% |
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
PBDCX vs. JEPQ - Drawdown Comparison
The maximum PBDCX drawdown since its inception was -23.92%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for PBDCX and JEPQ. For additional features, visit the drawdowns tool.
Volatility
PBDCX vs. JEPQ - Volatility Comparison
The current volatility for PIMCO Investment Grade Credit Bond Fund Class C (PBDCX) is 1.44%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.57%. This indicates that PBDCX 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.