YBTC vs. JEPQ
Compare and contrast key facts about Roundhill Bitcoin Covered Call Strategy ETF (YBTC) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
YBTC and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. YBTC is an actively managed fund by Roundhill. It was launched on Jan 17, 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: YBTC or JEPQ.
Correlation
The correlation between YBTC and JEPQ is 0.38, 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
YBTC vs. JEPQ - Performance Comparison
Key characteristics
YBTC:
0.52
JEPQ:
0.44
YBTC:
1.01
JEPQ:
0.76
YBTC:
1.12
JEPQ:
1.12
YBTC:
1.00
JEPQ:
0.45
YBTC:
2.15
JEPQ:
1.72
YBTC:
10.91%
JEPQ:
5.25%
YBTC:
45.09%
JEPQ:
20.45%
YBTC:
-23.39%
JEPQ:
-20.07%
YBTC:
-10.21%
JEPQ:
-10.99%
Returns By Period
In the year-to-date period, YBTC achieves a 0.87% return, which is significantly higher than JEPQ's -6.90% return.
YBTC
0.87%
7.02%
23.67%
24.99%
N/A
N/A
JEPQ
-6.90%
-2.99%
-2.76%
9.37%
N/A
N/A
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YBTC vs. JEPQ - Expense Ratio Comparison
YBTC has a 0.95% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
YBTC vs. JEPQ — Risk-Adjusted Performance Rank
YBTC
JEPQ
YBTC vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill Bitcoin Covered Call Strategy ETF (YBTC) 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
YBTC vs. JEPQ - Dividend Comparison
YBTC's dividend yield for the trailing twelve months is around 52.49%, more than JEPQ's 11.29% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
YBTC Roundhill Bitcoin Covered Call Strategy ETF | 47.69% | 44.53% | 0.00% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.29% | 9.66% | 10.02% | 9.44% |
Drawdowns
YBTC vs. JEPQ - Drawdown Comparison
The maximum YBTC drawdown since its inception was -23.39%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for YBTC and JEPQ. For additional features, visit the drawdowns tool.
Volatility
YBTC vs. JEPQ - Volatility Comparison
The current volatility for Roundhill Bitcoin Covered Call Strategy ETF (YBTC) is 12.87%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 14.72%. This indicates that YBTC 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.