PortfoliosLab logoPortfoliosLab logo
QCON vs. JEPI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QCON vs. JEPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Quality Convertible Securities ETF (QCON) and JPMorgan Equity Premium Income ETF (JEPI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


QCON

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

JEPI

1D
0.14%
1M
-1.54%
YTD
0.15%
6M
0.47%
1Y
7.70%
3Y*
8.88%
5Y*
7.26%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

QCON vs. JEPI - Yearly Performance Comparison


QCON vs. JEPI - Sectors Allocation Comparison


Sectors
QCON
JEPI

Financial Services

7.9%
9.8%

Utilities

1.5%
6.2%

Industrials

1.0%
13.8%

Basic Materials

-

1.9%

Communication Services

-

6.9%

Consumer Cyclical

-

11.7%

Consumer Defensive

-

9.6%

Energy

-

3.5%

Healthcare

-

14.1%

Real Estate

-

3.5%

Technology

-

19.1%

Financial Services

QCON
7.9%
JEPI
9.8%

Utilities

QCON
1.5%
JEPI
6.2%

Industrials

QCON
1.0%
JEPI
13.8%

Basic Materials

QCON

-

JEPI
1.9%

Communication Services

QCON

-

JEPI
6.9%

Consumer Cyclical

QCON

-

JEPI
11.7%

Consumer Defensive

QCON

-

JEPI
9.6%

Energy

QCON

-

JEPI
3.5%

Healthcare

QCON

-

JEPI
14.1%

Real Estate

QCON

-

JEPI
3.5%

Technology

QCON

-

JEPI
19.1%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

QCON vs. JEPI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QCON

JEPI
JEPI Risk / Return Rank: 2626
Overall Rank
JEPI Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
JEPI Sortino Ratio Rank: 2626
Sortino Ratio Rank
JEPI Omega Ratio Rank: 2626
Omega Ratio Rank
JEPI Calmar Ratio Rank: 2424
Calmar Ratio Rank
JEPI Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

QCON vs. JEPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Quality Convertible Securities ETF (QCON) and JPMorgan Equity Premium Income ETF (JEPI). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

QCON vs. JEPI - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


QCONJEPIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

1.01

Drawdowns

QCON vs. JEPI - Drawdown Comparison

The maximum QCON drawdown since its inception was 0.00%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for QCON and JEPI.


Loading charts...

Drawdown Indicators


QCONJEPIDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-13.71%

+13.71%

Max Drawdown (1Y)

Largest decline over 1 year

-6.68%

Max Drawdown (3Y)

Largest decline over 3 years

-13.26%

Max Drawdown (5Y)

Largest decline over 5 years

-13.71%

Current Drawdown

Current decline from peak

0.00%

-4.83%

+4.83%

Average Drawdown

Average peak-to-trough decline

0.00%

-2.12%

+2.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.07%

Volatility

QCON vs. JEPI - Volatility Comparison


Loading charts...

Volatility by Period


QCONJEPIDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.35%

Volatility (6M)

Calculated over the trailing 6-month period

6.07%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

7.85%

-7.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

11.06%

-11.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

10.80%

-10.80%

QCON vs. JEPI - Expense Ratio Comparison

QCON has a 0.32% expense ratio, which is lower than JEPI's 0.35% expense ratio.


Dividends

QCON vs. JEPI - Dividend Comparison

QCON has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 8.27%.


PositionTTM202520242023202220212020
JEPI
JPMorgan Equity Premium Income ETF
8.27%8.25%7.33%8.40%11.68%6.59%5.79%
QCON
American Century Quality Convertible Securities ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, QCON is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QCON is cheaper with a 0.32% expense ratio, compared with 0.35% for JEPI.

JEPI has the higher dividend yield at 8.27%, compared with 0.00% for QCON.

QCON is categorized as Corporate Bonds, while JEPI is Dividend. They also come from different issuers: American Century and JPMorgan. Their fees differ too: 0.32% for QCON and 0.35% for JEPI.

Portfolio Optimizer

Find the right allocation for QCON and JEPI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer