QQQI vs. JEPI
Compare and contrast key facts about NEOS Nasdaq 100 High Income ETF (QQQI) and JPMorgan Equity Premium Income ETF (JEPI).
QQQI and JEPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QQQI is an actively managed fund by Neos Investments. It was launched on Jan 30, 2024. JEPI is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QQQI or JEPI.
Correlation
The correlation between QQQI and JEPI is 0.57, 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
QQQI vs. JEPI - Performance Comparison
Key characteristics
QQQI:
1.62
JEPI:
1.67
QQQI:
2.18
JEPI:
2.26
QQQI:
1.31
JEPI:
1.32
QQQI:
2.16
JEPI:
2.66
QQQI:
9.16
JEPI:
8.56
QQQI:
2.51%
JEPI:
1.53%
QQQI:
14.21%
JEPI:
7.84%
QQQI:
-10.67%
JEPI:
-13.71%
QQQI:
-1.76%
JEPI:
-0.97%
Returns By Period
The year-to-date returns for both investments are quite close, with QQQI having a 3.24% return and JEPI slightly higher at 3.35%.
QQQI
3.24%
-0.02%
11.39%
20.53%
N/A
N/A
JEPI
3.35%
1.00%
5.80%
12.11%
N/A
N/A
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QQQI vs. JEPI - Expense Ratio Comparison
QQQI has a 0.68% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
QQQI vs. JEPI — Risk-Adjusted Performance Rank
QQQI
JEPI
QQQI vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NEOS Nasdaq 100 High Income ETF (QQQI) 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.
Dividends
QQQI vs. JEPI - Dividend Comparison
QQQI's dividend yield for the trailing twelve months is around 12.65%, more than JEPI's 7.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
QQQI NEOS Nasdaq 100 High Income ETF | 12.65% | 12.85% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 7.17% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
QQQI vs. JEPI - Drawdown Comparison
The maximum QQQI drawdown since its inception was -10.67%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for QQQI and JEPI. For additional features, visit the drawdowns tool.
Volatility
QQQI vs. JEPI - Volatility Comparison
NEOS Nasdaq 100 High Income ETF (QQQI) has a higher volatility of 3.79% compared to JPMorgan Equity Premium Income ETF (JEPI) at 1.84%. This indicates that QQQI's price experiences larger fluctuations and is considered to be riskier than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.