XOMO vs. JEPQ
Compare and contrast key facts about YieldMax XOM Option Income Strategy ETF (XOMO) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
XOMO and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XOMO is an actively managed fund by YieldMax. It was launched on Aug 30, 2023. 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: XOMO or JEPQ.
Correlation
The correlation between XOMO and JEPQ is 0.17, 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
XOMO vs. JEPQ - Performance Comparison
Key characteristics
XOMO:
-0.39
JEPQ:
0.48
XOMO:
-0.39
JEPQ:
0.80
XOMO:
0.95
JEPQ:
1.12
XOMO:
-0.41
JEPQ:
0.48
XOMO:
-1.08
JEPQ:
1.87
XOMO:
7.14%
JEPQ:
5.20%
XOMO:
19.98%
JEPQ:
20.43%
XOMO:
-18.89%
JEPQ:
-20.07%
XOMO:
-13.32%
JEPQ:
-11.79%
Returns By Period
In the year-to-date period, XOMO achieves a -2.32% return, which is significantly higher than JEPQ's -7.74% return.
XOMO
-2.32%
-8.13%
-9.98%
-8.42%
N/A
N/A
JEPQ
-7.74%
-5.27%
-3.37%
7.78%
N/A
N/A
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XOMO vs. JEPQ - Expense Ratio Comparison
XOMO has a 1.01% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
XOMO vs. JEPQ — Risk-Adjusted Performance Rank
XOMO
JEPQ
XOMO vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax XOM Option Income Strategy ETF (XOMO) 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
XOMO vs. JEPQ - Dividend Comparison
XOMO's dividend yield for the trailing twelve months is around 31.51%, more than JEPQ's 11.39% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
XOMO YieldMax XOM Option Income Strategy ETF | 31.51% | 26.94% | 5.13% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.39% | 9.65% | 10.02% | 9.44% |
Drawdowns
XOMO vs. JEPQ - Drawdown Comparison
The maximum XOMO drawdown since its inception was -18.89%, smaller than the maximum JEPQ drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for XOMO and JEPQ. For additional features, visit the drawdowns tool.
Volatility
XOMO vs. JEPQ - Volatility Comparison
The current volatility for YieldMax XOM Option Income Strategy ETF (XOMO) is 13.11%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 14.74%. This indicates that XOMO 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.