TUGN vs. JEPQ
Compare and contrast key facts about STF Tactical Growth & Income ETF (TUGN) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
TUGN and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TUGN is an actively managed fund by STF. It was launched on May 18, 2022. 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: TUGN or JEPQ.
Correlation
The correlation between TUGN and JEPQ is 0.85, 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.
Performance
TUGN vs. JEPQ - Performance Comparison
Key characteristics
TUGN:
1.24
JEPQ:
1.79
TUGN:
1.70
JEPQ:
2.37
TUGN:
1.23
JEPQ:
1.35
TUGN:
1.48
JEPQ:
2.20
TUGN:
4.08
JEPQ:
9.30
TUGN:
4.88%
JEPQ:
2.54%
TUGN:
16.05%
JEPQ:
13.17%
TUGN:
-23.45%
JEPQ:
-16.82%
TUGN:
-0.28%
JEPQ:
-0.19%
Returns By Period
In the year-to-date period, TUGN achieves a 5.43% return, which is significantly higher than JEPQ's 4.40% return.
TUGN
5.43%
2.94%
15.95%
20.81%
N/A
N/A
JEPQ
4.40%
2.26%
15.27%
24.58%
N/A
N/A
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TUGN vs. JEPQ - Expense Ratio Comparison
TUGN has a 0.65% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
TUGN vs. JEPQ — Risk-Adjusted Performance Rank
TUGN
JEPQ
TUGN vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for STF Tactical Growth & Income ETF (TUGN) 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
TUGN vs. JEPQ - Dividend Comparison
TUGN's dividend yield for the trailing twelve months is around 10.45%, more than JEPQ's 9.51% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
TUGN STF Tactical Growth & Income ETF | 10.45% | 11.84% | 11.29% | 7.58% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.51% | 9.66% | 10.02% | 9.44% |
Drawdowns
TUGN vs. JEPQ - Drawdown Comparison
The maximum TUGN drawdown since its inception was -23.45%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for TUGN and JEPQ. For additional features, visit the drawdowns tool.
Volatility
TUGN vs. JEPQ - Volatility Comparison
STF Tactical Growth & Income ETF (TUGN) has a higher volatility of 4.47% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 3.33%. This indicates that TUGN'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.