XDTE vs. JEPQ
Compare and contrast key facts about Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
XDTE and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XDTE is an actively managed fund by Roundhill. It was launched on Mar 6, 2024. 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: XDTE or JEPQ.
Correlation
The correlation between XDTE and JEPQ is 0.94, 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
XDTE vs. JEPQ - Performance Comparison
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Key characteristics
XDTE:
0.62
JEPQ:
0.44
XDTE:
0.91
JEPQ:
0.78
XDTE:
1.14
JEPQ:
1.12
XDTE:
0.57
JEPQ:
0.47
XDTE:
1.96
JEPQ:
1.65
XDTE:
5.50%
JEPQ:
5.66%
XDTE:
16.67%
JEPQ:
20.27%
XDTE:
-19.09%
JEPQ:
-20.07%
XDTE:
-7.38%
JEPQ:
-7.60%
Returns By Period
The year-to-date returns for both investments are quite close, with XDTE having a -3.37% return and JEPQ slightly higher at -3.35%.
XDTE
-3.37%
9.69%
-5.55%
10.21%
N/A
N/A
JEPQ
-3.35%
6.22%
-2.17%
8.95%
N/A
N/A
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XDTE vs. JEPQ - Expense Ratio Comparison
XDTE has a 0.95% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
XDTE vs. JEPQ — Risk-Adjusted Performance Rank
XDTE
JEPQ
XDTE vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) 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.
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Dividends
XDTE vs. JEPQ - Dividend Comparison
XDTE's dividend yield for the trailing twelve months is around 31.04%, more than JEPQ's 11.32% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
XDTE Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF | 31.04% | 20.35% | 0.00% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.32% | 9.65% | 10.02% | 9.44% |
Drawdowns
XDTE vs. JEPQ - Drawdown Comparison
The maximum XDTE drawdown since its inception was -19.09%, roughly equal to the maximum JEPQ drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for XDTE and JEPQ. For additional features, visit the drawdowns tool.
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Volatility
XDTE vs. JEPQ - Volatility Comparison
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF (XDTE) has a higher volatility of 5.90% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 5.16%. This indicates that XDTE'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.
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