XFLT vs. JEPQ

In the year-to-date period, XFLT achieves a -9.38% return, which is significantly lower than JEPQ's -7.36% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) 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.

The current XFLT Sharpe Ratio is -0.44, which is lower than the JEPQ Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of XFLT and JEPQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

XFLT has not paid dividends to shareholders, while JEPQ's dividend yield for the trailing twelve months is around 11.36%.

The maximum XFLT drawdown since its inception was -55.42%, which is greater than JEPQ's maximum drawdown of -21.59%. Use the drawdown chart below to compare losses from any high point for XFLT and JEPQ. For additional features, visit the drawdowns tool.

The current volatility for XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) is 4.45%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 5.41%. This indicates that XFLT 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.