Correlation
The correlation between XQQU.TO and JEPQ is 0.82, 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.
XQQU.TO vs. JEPQ
Compare and contrast key facts about iShares NASDAQ 100 Index ETF (XQQU.TO) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
XQQU.TO and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XQQU.TO is a passively managed fund by iShares that tracks the performance of the NASDAQ-100 Index. It was launched on Sep 6, 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: XQQU.TO or JEPQ.
Performance
XQQU.TO vs. JEPQ - Performance Comparison
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Key characteristics
XQQU.TO:
0.63
JEPQ:
0.43
XQQU.TO:
0.95
JEPQ:
0.67
XQQU.TO:
1.13
JEPQ:
1.10
XQQU.TO:
0.62
JEPQ:
0.38
XQQU.TO:
1.95
JEPQ:
1.30
XQQU.TO:
7.20%
JEPQ:
5.88%
XQQU.TO:
24.87%
JEPQ:
20.30%
XQQU.TO:
-22.68%
JEPQ:
-20.07%
XQQU.TO:
-7.12%
JEPQ:
-7.23%
Returns By Period
The year-to-date returns for both stocks are quite close, with XQQU.TO having a -2.92% return and JEPQ slightly lower at -2.97%.
XQQU.TO
-2.92%
6.98%
-0.12%
17.25%
N/A
N/A
N/A
JEPQ
-2.97%
3.03%
-2.54%
8.36%
14.33%
N/A
N/A
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XQQU.TO vs. JEPQ - Expense Ratio Comparison
XQQU.TO has a 0.39% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
XQQU.TO vs. JEPQ — Risk-Adjusted Performance Rank
XQQU.TO
JEPQ
XQQU.TO vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares NASDAQ 100 Index ETF (XQQU.TO) 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
XQQU.TO vs. JEPQ - Dividend Comparison
XQQU.TO's dividend yield for the trailing twelve months is around 0.20%, less than JEPQ's 11.28% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
XQQU.TO iShares NASDAQ 100 Index ETF | 0.20% | 0.20% | 0.10% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.28% | 9.66% | 10.02% | 9.44% |
Drawdowns
XQQU.TO vs. JEPQ - Drawdown Comparison
The maximum XQQU.TO drawdown since its inception was -22.68%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for XQQU.TO and JEPQ.
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Volatility
XQQU.TO vs. JEPQ - Volatility Comparison
iShares NASDAQ 100 Index ETF (XQQU.TO) has a higher volatility of 6.47% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 2.06%. This indicates that XQQU.TO'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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