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PSTKX vs. JEPQ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PSTKX vs. JEPQ

Last updated May 12, 2025

Compare and contrast key facts about PIMCO StocksPLUS Fund (PSTKX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).

PSTKX is managed by PIMCO. It was launched on May 13, 1993. 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: PSTKX or JEPQ.

Correlation

The correlation between PSTKX and JEPQ is 0.80, 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

PSTKX vs. JEPQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO StocksPLUS Fund (PSTKX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

PSTKX:

9.11%

JEPQ:

4.97%

Max Drawdown

PSTKX:

-0.66%

JEPQ:

-0.35%

Current Drawdown

PSTKX:

-0.08%

JEPQ:

0.00%

Returns By Period

PSTKX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

JEPQ

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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PSTKX vs. JEPQ - Expense Ratio Comparison

PSTKX has a 0.51% expense ratio, which is higher than JEPQ's 0.35% expense ratio.

PSTKX
PIMCO StocksPLUS Fund
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF

Risk-Adjusted Performance

PSTKX vs. JEPQ — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PSTKX
The Risk-Adjusted Performance Rank of PSTKX is 3434
Overall Rank
The Sharpe Ratio Rank of PSTKX is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of PSTKX is 3434
Sortino Ratio Rank
The Omega Ratio Rank of PSTKX is 3535
Omega Ratio Rank
The Calmar Ratio Rank of PSTKX is 3535
Calmar Ratio Rank
The Martin Ratio Rank of PSTKX is 3232
Martin Ratio Rank
JEPQ
The Risk-Adjusted Performance Rank of JEPQ is 5252
Overall Rank
The Sharpe Ratio Rank of JEPQ is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of JEPQ is 5151
Sortino Ratio Rank
The Omega Ratio Rank of JEPQ is 5555
Omega Ratio Rank
The Calmar Ratio Rank of JEPQ is 5454
Calmar Ratio Rank
The Martin Ratio Rank of JEPQ is 5151
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PSTKX vs. JEPQ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Fund (PSTKX) 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.

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Dividends

PSTKX vs. JEPQ - Dividend Comparison

PSTKX's dividend yield for the trailing twelve months is around 5.09%, less than JEPQ's 11.50% yield.

TTM20242023202220212020201920182017201620152014
PSTKX
PIMCO StocksPLUS Fund		5.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF		11.50%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PSTKX vs. JEPQ - Drawdown Comparison

The maximum PSTKX drawdown since its inception was -0.66%, which is greater than JEPQ's maximum drawdown of -0.35%. Use the drawdown chart below to compare losses from any high point for PSTKX and JEPQ. For additional features, visit the drawdowns tool.

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Volatility

PSTKX vs. JEPQ - Volatility Comparison

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