RCMT vs. JEPQ

In the year-to-date period, RCMT achieves a 3.25% return, which is significantly higher than JEPQ's -3.70% return.

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

This table presents a comparison of risk-adjusted performance metrics for RCM Technologies, Inc. (RCMT) 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.

The current RCMT Sharpe Ratio is 0.37, which is comparable to the JEPQ Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of RCMT and JEPQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RCMT has not paid dividends to shareholders, while JEPQ's dividend yield for the trailing twelve months is around 11.36%.

The maximum RCMT drawdown since its inception was -97.05%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for RCMT and JEPQ.

RCM Technologies, Inc. (RCMT) has a higher volatility of 18.20% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 2.19%. This indicates that RCMT's price experiences larger fluctuations and is considered to be riskier than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.