SYBR.DE vs. JEPQ
Compare and contrast key facts about SPDR Bloomberg 1-10 Year US Corporate Bond UCITS ETF (SYBR.DE) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
SYBR.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. SYBR.DE is a passively managed fund by State Street that tracks the performance of the Bloomberg US Intermediate Corporate Bond. It was launched on Feb 17, 2016. 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: SYBR.DE or JEPQ.
Correlation
The correlation between SYBR.DE and JEPQ is 0.30, 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
SYBR.DE vs. JEPQ - Performance Comparison
Key characteristics
SYBR.DE:
1.36
JEPQ:
1.81
SYBR.DE:
2.14
JEPQ:
2.38
SYBR.DE:
1.33
JEPQ:
1.35
SYBR.DE:
2.08
JEPQ:
2.22
SYBR.DE:
5.86
JEPQ:
9.37
SYBR.DE:
1.64%
JEPQ:
2.54%
SYBR.DE:
7.05%
JEPQ:
13.19%
SYBR.DE:
-15.02%
JEPQ:
-16.82%
SYBR.DE:
-0.56%
JEPQ:
0.00%
Returns By Period
In the year-to-date period, SYBR.DE achieves a 1.65% return, which is significantly lower than JEPQ's 4.17% return.
SYBR.DE
1.65%
-0.05%
7.78%
10.14%
2.56%
N/A
JEPQ
4.17%
2.55%
14.16%
23.33%
N/A
N/A
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SYBR.DE vs. JEPQ - Expense Ratio Comparison
SYBR.DE has a 0.12% expense ratio, which is lower than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
SYBR.DE vs. JEPQ — Risk-Adjusted Performance Rank
SYBR.DE
JEPQ
SYBR.DE vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg 1-10 Year US Corporate Bond UCITS ETF (SYBR.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
SYBR.DE vs. JEPQ - Dividend Comparison
SYBR.DE's dividend yield for the trailing twelve months is around 4.79%, less than JEPQ's 9.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
SYBR.DE SPDR Bloomberg 1-10 Year US Corporate Bond UCITS ETF | 4.79% | 4.55% | 5.85% | 2.62% | 2.24% | 2.89% | 3.01% | 2.78% | 3.41% | 1.21% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.53% | 9.66% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SYBR.DE vs. JEPQ - Drawdown Comparison
The maximum SYBR.DE drawdown since its inception was -15.02%, smaller than the maximum JEPQ drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for SYBR.DE and JEPQ. For additional features, visit the drawdowns tool.
Volatility
SYBR.DE vs. JEPQ - Volatility Comparison
The current volatility for SPDR Bloomberg 1-10 Year US Corporate Bond UCITS ETF (SYBR.DE) is 1.17%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.51%. This indicates that SYBR.DE experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.