PLTY vs. JEPQ
Compare and contrast key facts about YieldMax PLTR Option Income Strategy ETF (PLTY) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
PLTY and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PLTY is an actively managed fund by YieldMax. It was launched on Oct 7, 2024. 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: PLTY or JEPQ.
Correlation
The correlation between PLTY and JEPQ is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PLTY vs. JEPQ - Performance Comparison
Key characteristics
PLTY:
63.43%
JEPQ:
13.25%
PLTY:
-17.89%
JEPQ:
-16.82%
PLTY:
-16.76%
JEPQ:
-1.61%
Returns By Period
In the year-to-date period, PLTY achieves a 23.03% return, which is significantly higher than JEPQ's 2.92% return.
PLTY
23.03%
22.69%
N/A
N/A
N/A
N/A
JEPQ
2.92%
-0.08%
12.81%
20.33%
N/A
N/A
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PLTY vs. JEPQ - Expense Ratio Comparison
PLTY has a 0.99% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
PLTY vs. JEPQ — Risk-Adjusted Performance Rank
PLTY
JEPQ
PLTY vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax PLTR Option Income Strategy ETF (PLTY) 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.
Not enough dataDividends
PLTY vs. JEPQ - Dividend Comparison
PLTY's dividend yield for the trailing twelve months is around 15.35%, more than JEPQ's 9.64% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
PLTY YieldMax PLTR Option Income Strategy ETF | 15.35% | 7.85% | 0.00% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.64% | 9.65% | 10.02% | 9.44% |
Drawdowns
PLTY vs. JEPQ - Drawdown Comparison
The maximum PLTY drawdown since its inception was -17.89%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for PLTY and JEPQ. For additional features, visit the drawdowns tool.
Volatility
PLTY vs. JEPQ - Volatility Comparison
YieldMax PLTR Option Income Strategy ETF (PLTY) has a higher volatility of 25.37% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 3.56%. This indicates that PLTY's price experiences larger fluctuations and is considered to be riskier than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.