SYBF.DE vs. JEPQ
Compare and contrast key facts about SPDR Bloomberg 0-3 Year US Corporate Bond UCITS ETF (SYBF.DE) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
SYBF.DE and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SYBF.DE is a passively managed fund by State Street that tracks the performance of the Bloomberg US Corporate 0-3. It was launched on Aug 27, 2013. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SYBF.DE or JEPQ.
Correlation
The correlation between SYBF.DE and JEPQ is 0.20, 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.
Performance
SYBF.DE vs. JEPQ - Performance Comparison
Key characteristics
SYBF.DE:
1.09
JEPQ:
1.67
SYBF.DE:
1.63
JEPQ:
2.23
SYBF.DE:
1.27
JEPQ:
1.33
SYBF.DE:
1.69
JEPQ:
2.06
SYBF.DE:
4.95
JEPQ:
8.67
SYBF.DE:
1.90%
JEPQ:
2.54%
SYBF.DE:
8.58%
JEPQ:
13.20%
SYBF.DE:
-15.84%
JEPQ:
-16.82%
SYBF.DE:
-3.35%
JEPQ:
-0.25%
Returns By Period
In the year-to-date period, SYBF.DE achieves a 1.56% return, which is significantly lower than JEPQ's 3.04% return.
SYBF.DE
1.56%
-0.59%
8.20%
9.88%
3.22%
3.14%
JEPQ
3.04%
3.78%
16.18%
21.84%
N/A
N/A
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SYBF.DE vs. JEPQ - Expense Ratio Comparison
SYBF.DE has a 0.12% expense ratio, which is lower than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
SYBF.DE vs. JEPQ — Risk-Adjusted Performance Rank
SYBF.DE
JEPQ
SYBF.DE vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg 0-3 Year US Corporate Bond UCITS ETF (SYBF.DE) 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.
Dividends
SYBF.DE vs. JEPQ - Dividend Comparison
SYBF.DE's dividend yield for the trailing twelve months is around 4.58%, less than JEPQ's 9.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SYBF.DE SPDR Bloomberg 0-3 Year US Corporate Bond UCITS ETF | 4.58% | 4.13% | 3.10% | 1.21% | 1.74% | 2.86% | 2.43% | 1.68% | 1.77% | 1.36% | 1.02% | 0.67% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.63% | 9.65% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SYBF.DE vs. JEPQ - Drawdown Comparison
The maximum SYBF.DE drawdown since its inception was -15.84%, smaller than the maximum JEPQ drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for SYBF.DE and JEPQ. For additional features, visit the drawdowns tool.
Volatility
SYBF.DE vs. JEPQ - Volatility Comparison
SPDR Bloomberg 0-3 Year US Corporate Bond UCITS ETF (SYBF.DE) has a higher volatility of 5.03% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 3.96%. This indicates that SYBF.DE'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.