PSEP vs. JEPQ
Compare and contrast key facts about Innovator U.S. Equity Power Buffer ETF - September (PSEP) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
PSEP and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSEP is a passively managed fund by Innovator that tracks the performance of the Cboe S&P 500 15% Buffer Protect September Series Index. It was launched on Sep 3, 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: PSEP or JEPQ.
Correlation
The correlation between PSEP and JEPQ is 0.86, 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
PSEP vs. JEPQ - Performance Comparison
Key characteristics
PSEP:
2.37
JEPQ:
1.81
PSEP:
3.25
JEPQ:
2.38
PSEP:
1.52
JEPQ:
1.35
PSEP:
5.48
JEPQ:
2.22
PSEP:
22.70
JEPQ:
9.37
PSEP:
0.55%
JEPQ:
2.54%
PSEP:
5.27%
JEPQ:
13.19%
PSEP:
-17.90%
JEPQ:
-16.82%
PSEP:
0.00%
JEPQ:
0.00%
Returns By Period
In the year-to-date period, PSEP achieves a 2.19% return, which is significantly lower than JEPQ's 4.17% return.
PSEP
2.19%
1.47%
5.40%
11.72%
8.91%
N/A
JEPQ
4.17%
3.31%
15.14%
22.79%
N/A
N/A
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PSEP vs. JEPQ - Expense Ratio Comparison
PSEP has a 0.79% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
PSEP vs. JEPQ — Risk-Adjusted Performance Rank
PSEP
JEPQ
PSEP vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Equity Power Buffer ETF - September (PSEP) 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
PSEP vs. JEPQ - Dividend Comparison
PSEP has not paid dividends to shareholders, while JEPQ's dividend yield for the trailing twelve months is around 9.53%.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
PSEP Innovator U.S. Equity Power Buffer ETF - September | 0.00% | 0.00% | 0.00% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.53% | 9.66% | 10.02% | 9.44% |
Drawdowns
PSEP vs. JEPQ - Drawdown Comparison
The maximum PSEP drawdown since its inception was -17.90%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for PSEP and JEPQ. For additional features, visit the drawdowns tool.
Volatility
PSEP vs. JEPQ - Volatility Comparison
The current volatility for Innovator U.S. Equity Power Buffer ETF - September (PSEP) is 1.31%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.57%. This indicates that PSEP 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.