QQQY.TO vs. JEPI.TO
Compare and contrast key facts about Evolve NASDAQ Technology Enhanced Yield Index Fund (QQQY.TO) and JPMorgan US Equity Premium Income Active ETF (JEPI.TO).
QQQY.TO and JEPI.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QQQY.TO is a passively managed fund by Evolve that tracks the performance of the NASDAQ-100 Technology Sector Adjusted Market-Cap Weighted™ Index. It was launched on Oct 6, 2025. JEPI.TO is an actively managed fund by JPMorgan. It was launched on Sep 27, 2024.
Performance
QQQY.TO vs. JEPI.TO - Performance Comparison
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QQQY.TO vs. JEPI.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
QQQY.TO Evolve NASDAQ Technology Enhanced Yield Index Fund | -7.00% | 27.46% | 18.08% |
JEPI.TO JPMorgan US Equity Premium Income Active ETF | 1.66% | 3.09% | 7.35% |
Returns By Period
In the year-to-date period, QQQY.TO achieves a -7.00% return, which is significantly lower than JEPI.TO's 1.66% return.
QQQY.TO
- 1D
- 1.53%
- 1M
- -3.82%
- YTD
- -7.00%
- 6M
- -2.79%
- 1Y
- 29.87%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JEPI.TO
- 1D
- 1.78%
- 1M
- -2.89%
- YTD
- 1.66%
- 6M
- 3.43%
- 1Y
- 4.64%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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QQQY.TO vs. JEPI.TO - Expense Ratio Comparison
QQQY.TO has a 0.74% expense ratio, which is higher than JEPI.TO's 0.35% expense ratio.
Return for Risk
QQQY.TO vs. JEPI.TO — Risk / Return Rank
QQQY.TO
JEPI.TO
QQQY.TO vs. JEPI.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Evolve NASDAQ Technology Enhanced Yield Index Fund (QQQY.TO) and JPMorgan US Equity Premium Income Active ETF (JEPI.TO). 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.
| QQQY.TO | JEPI.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.32 | +0.81 |
Sortino ratioReturn per unit of downside risk | 1.76 | 0.53 | +1.23 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.08 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 0.55 | +1.53 |
Martin ratioReturn relative to average drawdown | 7.61 | 1.79 | +5.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| QQQY.TO | JEPI.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.32 | +0.81 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.62 | -0.56 |
Correlation
The correlation between QQQY.TO and JEPI.TO is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
QQQY.TO vs. JEPI.TO - Dividend Comparison
QQQY.TO's dividend yield for the trailing twelve months is around 15.60%, more than JEPI.TO's 7.70% yield.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
QQQY.TO Evolve NASDAQ Technology Enhanced Yield Index Fund | 15.60% | 16.21% | 96.39% | 27.84% |
JEPI.TO JPMorgan US Equity Premium Income Active ETF | 7.10% | 7.56% | 3.91% | 0.00% |
Drawdowns
QQQY.TO vs. JEPI.TO - Drawdown Comparison
The maximum QQQY.TO drawdown since its inception was -26.27%, which is greater than JEPI.TO's maximum drawdown of -14.36%. Use the drawdown chart below to compare losses from any high point for QQQY.TO and JEPI.TO.
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Drawdown Indicators
| QQQY.TO | JEPI.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.27% | -14.36% | -11.91% |
Max Drawdown (1Y)Largest decline over 1 year | -14.91% | -10.77% | -4.14% |
Current DrawdownCurrent decline from peak | -9.71% | -2.89% | -6.82% |
Average DrawdownAverage peak-to-trough decline | -3.52% | -3.44% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 3.32% | +0.75% |
Volatility
QQQY.TO vs. JEPI.TO - Volatility Comparison
Evolve NASDAQ Technology Enhanced Yield Index Fund (QQQY.TO) has a higher volatility of 8.38% compared to JPMorgan US Equity Premium Income Active ETF (JEPI.TO) at 3.87%. This indicates that QQQY.TO's price experiences larger fluctuations and is considered to be riskier than JEPI.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QQQY.TO | JEPI.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.38% | 3.87% | +4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 15.80% | 8.18% | +7.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.54% | 14.69% | +11.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46,649.77% | 13.40% | +46,636.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46,649.77% | 13.40% | +46,636.37% |