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SDAY.NEO vs. JEPQ.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SDAY.NEO vs. JEPQ.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Hamilton Enhanced U.S. Equity DayMAX™ ETF (SDAY.NEO) and JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SDAY.NEO achieves a 15.24% return, which is significantly higher than JEPQ.TO's 9.03% return.


SDAY.NEO

1D
-1.13%
1M
2.43%
6M
7.41%
YTD
15.24%
1Y
20.01%
3Y*
5Y*
10Y*

JEPQ.TO

1D
-1.39%
1M
-2.79%
6M
6.05%
YTD
9.03%
1Y
21.93%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SDAY.NEO vs. JEPQ.TO - Yearly Performance Comparison


Correlation

The correlation between SDAY.NEO and JEPQ.TO is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (All Time)
Calculated using the full available price history since Jul 14, 2025

0.26

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Return for Risk

SDAY.NEO vs. JEPQ.TO — Risk / Return Rank

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

SDAY.NEO
SDAY.NEO Risk / Return Rank: 6464
Overall Rank
SDAY.NEO Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
SDAY.NEO Sortino Ratio Rank: 6767
Sortino Ratio Rank
SDAY.NEO Omega Ratio Rank: 6161
Omega Ratio Rank
SDAY.NEO Calmar Ratio Rank: 6666
Calmar Ratio Rank
SDAY.NEO Martin Ratio Rank: 6161
Martin Ratio Rank

JEPQ.TO
JEPQ.TO Risk / Return Rank: 6262
Overall Rank
JEPQ.TO Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
JEPQ.TO Sortino Ratio Rank: 5353
Sortino Ratio Rank
JEPQ.TO Omega Ratio Rank: 5656
Omega Ratio Rank
JEPQ.TO Calmar Ratio Rank: 7272
Calmar Ratio Rank
JEPQ.TO Martin Ratio Rank: 7272
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.

SDAY.NEO vs. JEPQ.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hamilton Enhanced U.S. Equity DayMAX™ ETF (SDAY.NEO) and JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SDAY.NEOJEPQ.TODifference
Sharpe ratioReturn per unit of total volatility

+0.19

Sortino ratioReturn per unit of downside risk

+0.39

Omega ratioGain probability vs. loss probability

1.29

1.28

+0.02

Calmar ratioReturn relative to maximum drawdown

2.62

2.85

-0.23

Martin ratioReturn relative to average drawdown

8.36

10.16

-1.80

SDAY.NEO vs. JEPQ.TO - Sharpe Ratio Comparison

The current SDAY.NEO Sharpe Ratio is 1.67, which is comparable to the JEPQ.TO Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of SDAY.NEO and JEPQ.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SDAY.NEO vs. JEPQ.TO - Drawdown Comparison

The maximum SDAY.NEO drawdown since its inception was -7.75%, smaller than the maximum JEPQ.TO drawdown of -20.05%. Use the drawdown chart below to compare losses from any high point for SDAY.NEO and JEPQ.TO.


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Drawdown Indicators


SDAY.NEOJEPQ.TODifference

Max Drawdown

Largest peak-to-trough decline

-7.75%

-20.05%

+12.30%

Max Drawdown (1Y)

Largest decline over 1 year

-7.75%

-7.74%

-0.01%

Current Drawdown

Current decline from peak

-3.60%

-5.74%

+2.14%

Average Drawdown

Average peak-to-trough decline

-1.74%

-3.30%

+1.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.41%

2.16%

+0.25%

Volatility

SDAY.NEO vs. JEPQ.TO - Volatility Comparison

The current volatility for Hamilton Enhanced U.S. Equity DayMAX™ ETF (SDAY.NEO) is 5.16%, while JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ.TO) has a volatility of 6.29%. This indicates that SDAY.NEO experiences smaller price fluctuations and is considered to be less risky than JEPQ.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SDAY.NEOJEPQ.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.16%

6.29%

-1.13%

Volatility (6M)

Calculated over the trailing 6-month period

9.71%

12.43%

-2.72%

Volatility (1Y)

Calculated over the trailing 1-year period

12.19%

14.95%

-2.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.17%

17.80%

-5.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.17%

17.80%

-5.63%

SDAY.NEO vs. JEPQ.TO - Expense Ratio Comparison

SDAY.NEO has a 0.85% expense ratio, which is higher than JEPQ.TO's 0.35% expense ratio.


Dividends

SDAY.NEO vs. JEPQ.TO - Dividend Comparison

SDAY.NEO's dividend yield for the trailing twelve months is around 18.07%, more than JEPQ.TO's 10.07% yield.


PositionTTM20252024
JEPQ.TO
JPMorgan Nasdaq Equity Premium Income Active ETF
10.07%10.34%1.72%
SDAY.NEO
Hamilton Enhanced U.S. Equity DayMAX™ ETF
18.07%8.62%0.00%

Frequently Asked Questions


SDAY.NEO and JEPQ.TO have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, JEPQ.TO is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JEPQ.TO is cheaper with a 0.35% expense ratio, compared with 0.85% for SDAY.NEO.

SDAY.NEO is categorized as Derivative Income, while JEPQ.TO is Nasdaq-100. They also come from different issuers: Hamilton Capital and JPMorgan. Their fees differ too: 0.85% for SDAY.NEO and 0.35% for JEPQ.TO.

Portfolio Optimizer

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