(JEPQ) JPMorgan Nasdaq Equity - Performance 2.9% in 12m
Compare JEPQ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
54.74%
#20 in Group
Rel. Strength
51.99%
#3841 in Universe
Total Return 12m
2.89%
#49 in Group
Total Return 5y
31.73%
#25 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: JEPQ (2.9%) vs QQQ (3.7%)
5y Drawdown (Underwater) Chart
Top Performers in Derivative Income
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
-3.07% | 8.89% | 84.1% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-3.15% | 9.23% | 62.1% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-6.03% | 3.72% | 63.3% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-2.25% | 6.74% | 75.8% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-5.61% | 3.44% | 65.4% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-5.12% | 6.05% | 60.2% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-5.01% | 5.39% | 60.9% | - | - | - | - | - |
| KNG BATS FT Cboe Vest SP500 |
-5.47% | 1.5% | 66.1% | - | - | - | - | - |
Performance Comparison: JEPQ vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for JEPQ
| Total Return (including Dividends) | JEPQ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -6.82% | -7.86% | -7.04% |
| 3 Months | -11.46% | -13.30% | -10.88% |
| 12 Months | 2.89% | 3.66% | 5.72% |
| 5 Years | 31.73% | 115.45% | 100.77% |
| Trend Score (consistency of price movement) | JEPQ | QQQ | S&P 500 |
| 1 Month | -77.7% | -77.9% | -76.1% |
| 3 Months | -85.0% | -86.2% | -86.4% |
| 12 Months | 67.4% | 57.5% | 67.8% |
| 5 Years | 94.8% | 77% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #44 | 1.13% | 0.24% |
| 3 Month | #39 | 2.12% | -0.65% |
| 12 Month | #46 | -0.74% | -2.68% |
| 5 Years | #42 | -4.22% | 2.91% |
FAQs
Does JEPQ JPMorgan Nasdaq Equity outperforms the market?
No,
over the last 12 months JEPQ made 2.89%, while its related Sector, the Invesco QQQ Trust (QQQ) made 3.66%.
Over the last 3 months JEPQ made -11.46%, while QQQ made -13.30%.
Over the last 3 months JEPQ made -11.46%, while QQQ made -13.30%.
Performance Comparison JEPQ vs Indeces and Sectors
JEPQ vs. Indices JEPQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.38% | 0.22% | 2.79% | -2.83% |
| US NASDAQ 100 | QQQ | 0.87% | 1.04% | 2.88% | -0.77% |
| US Dow Jones Industrial 30 | DIA | -1.52% | -1.65% | 0.82% | -3.79% |
| German DAX 40 | DAX | -12.1% | 1.23% | -15.8% | -16.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -6.62% | 0.93% | -2.06% | -5.06% |
| Hongkong Hang Seng | HSI | -7.29% | 4.33% | 1.40% | -13.3% |
| India NIFTY 50 | INDA | -3.63% | -10.2% | 3.37% | 2.21% |
| Brasil Bovespa | EWZ | -4.13% | -0.54% | 2.47% | 13.8% |
JEPQ vs. Sectors JEPQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.57% | 0.76% | -5.41% | -10.4% |
| Consumer Discretionary | XLY | 1.97% | -0.60% | 0.58% | -4.45% |
| Consumer Staples | XLP | -4.88% | -6.71% | -4.86% | -9.60% |
| Energy | XLE | -0.58% | 5.10% | 3.85% | 15.7% |
| Financial | XLF | -2.33% | -1.95% | -5.13% | -16.5% |
| Health Care | XLV | -2.03% | -0.04% | 3.98% | 3.03% |
| Industrial | XLI | -2.12% | -0.85% | 3.42% | -1.0% |
| Materials | XLB | -3.12% | 0.62% | 10.2% | 10.8% |
| Real Estate | XLRE | -5.37% | -1.83% | 3.07% | -11.5% |
| Technology | XLK | 1.07% | 3.01% | 8.82% | 6.11% |
| Utilities | XLU | -5.14% | -4.71% | -1.44% | -23.5% |
| Aerospace & Defense | XAR | -4.28% | -6.21% | -6.62% | -20.3% |
| Biotech | XBI | -4.14% | 8.08% | 18.7% | 15.0% |
| Homebuilder | XHB | 0.99% | 2.39% | 22.2% | 14.6% |
| Retail | XRT | 0.62% | -1.07% | 10.1% | 9.91% |