TDAX vs. JEPQ
Compare and contrast key facts about TDAQ Lift ETF (TDAX) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
TDAX and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TDAX is an actively managed fund by TappAlpha. It was launched on Jan 7, 2026. JEPQ is a passively managed fund by JPMorgan that tracks the performance of the Nasdaq-100 Index. It was launched on May 3, 2022.
Performance
TDAX vs. JEPQ - Performance Comparison
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TDAX vs. JEPQ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
TDAX TDAQ Lift ETF | -10.90% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | -4.20% |
Returns By Period
TDAX
- 1D
- 3.56%
- 1M
- -7.09%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JEPQ
- 1D
- 3.25%
- 1M
- -3.50%
- YTD
- -2.87%
- 6M
- 1.65%
- 1Y
- 19.82%
- 3Y*
- 19.06%
- 5Y*
- —
- 10Y*
- —
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TDAX vs. JEPQ - Expense Ratio Comparison
TDAX has a 0.98% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Return for Risk
TDAX vs. JEPQ — Risk / Return Rank
TDAX
JEPQ
TDAX vs. JEPQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TDAQ Lift ETF (TDAX) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| TDAX | JEPQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -1.67 | 0.82 | -2.49 |
Correlation
The correlation between TDAX and JEPQ is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TDAX vs. JEPQ - Dividend Comparison
TDAX's dividend yield for the trailing twelve months is around 5.15%, less than JEPQ's 11.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
TDAX TDAQ Lift ETF | 5.15% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.10% | 10.53% | 9.65% | 10.03% | 9.44% |
Drawdowns
TDAX vs. JEPQ - Drawdown Comparison
The maximum TDAX drawdown since its inception was -14.69%, smaller than the maximum JEPQ drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for TDAX and JEPQ.
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Drawdown Indicators
| TDAX | JEPQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.69% | -20.07% | +5.38% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.58% | — |
Current DrawdownCurrent decline from peak | -11.65% | -5.85% | -5.80% |
Average DrawdownAverage peak-to-trough decline | -5.11% | -3.55% | -1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.34% | — |
Volatility
TDAX vs. JEPQ - Volatility Comparison
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Volatility by Period
| TDAX | JEPQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.02% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.47% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 24.13% | 18.52% | +5.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.13% | 16.91% | +7.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.13% | 16.91% | +7.22% |