(JEPQ) JPMorgan Nasdaq Equity - Performance 9.7% in 12m
Compare JEPQ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
55.10%
#20 in Group
Rel. Strength
60.75%
#3133 in Universe
Total Return 12m
9.69%
#26 in Group
Total Return 5y
38.70%
#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 (9.7%) vs QQQ (12.7%)
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 |
|---|---|---|---|---|---|---|---|---|
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-0.25% | 12.5% | 69.1% | - | - | - | - | - |
| DIVO NYSE ARCA Amplify CWP Enhanced |
-1.94% | 11% | 87.9% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-2.01% | 7.1% | 69.3% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-0.63% | 8.13% | 68.3% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-1.32% | 7.31% | 72.4% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-1.62% | 9.58% | 61.6% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-1.91% | 8.49% | 61.3% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
-1.15% | 10.3% | 59.3% | - | - | - | - | - |
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 | 0.20% | 1.40% | -0.87% |
| 3 Months | -8.22% | -8.83% | -7.58% |
| 12 Months | 9.69% | 12.67% | 11.88% |
| 5 Years | 38.70% | 127.97% | 110.33% |
| Trend Score (consistency of price movement) | JEPQ | QQQ | S&P 500 |
| 1 Month | 23.5% | 29.6% | 23% |
| 3 Months | -87.9% | -86.5% | -88.5% |
| 12 Months | 55.7% | 43.1% | 55.1% |
| 5 Years | 94.5% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #62 | -1.18% | 1.07% |
| 3 Month | #44 | 0.67% | -0.69% |
| 12 Month | #43 | -2.64% | -1.95% |
| 5 Years | #43 | -5.79% | 2.71% |
FAQs
Does JEPQ JPMorgan Nasdaq Equity outperforms the market?
No,
over the last 12 months JEPQ made 9.69%, while its related Sector, the Invesco QQQ Trust (QQQ) made 12.67%.
Over the last 3 months JEPQ made -8.22%, while QQQ made -8.83%.
Over the last 3 months JEPQ made -8.22%, while QQQ made -8.83%.
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 | -0.15% | 1.07% | 1.05% | -2.19% |
| US NASDAQ 100 | QQQ | -1.18% | -1.20% | 0.62% | -2.98% |
| US Dow Jones Industrial 30 | DIA | 0.79% | 3.38% | 1.14% | 0.49% |
| German DAX 40 | DAX | 1.08% | -1.12% | -18.5% | -15.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.81% | 3.02% | 4.04% | 3.73% |
| Hongkong Hang Seng | HSI | 0.84% | 0.14% | -0.87% | -4.20% |
| India NIFTY 50 | INDA | 2.69% | -3.86% | 0.76% | 6.62% |
| Brasil Bovespa | EWZ | 0.65% | -4.40% | -2.65% | 15.5% |
JEPQ vs. Sectors JEPQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.40% | 1.25% | -5.08% | -14.3% |
| Consumer Discretionary | XLY | -0.23% | 0.30% | -1.46% | -3.63% |
| Consumer Staples | XLP | 3.35% | - | -4.26% | -1.51% |
| Energy | XLE | 4.33% | 14.1% | 6.84% | 20.8% |
| Financial | XLF | 1.24% | 2.31% | -6.55% | -13.0% |
| Health Care | XLV | -0.07% | 3.99% | 2.74% | 7.97% |
| Industrial | XLI | -0.57% | 0.09% | 0.34% | 0.10% |
| Materials | XLB | 0.46% | 2.63% | 8.46% | 13.2% |
| Real Estate | XLRE | 1.37% | 1.51% | 1.94% | -8.40% |
| Technology | XLK | -2.60% | -1.49% | 4.39% | 1.96% |
| Utilities | XLU | 2.69% | 0.14% | -1.07% | -12.1% |
| Aerospace & Defense | XAR | -1.10% | -6.19% | -12.5% | -16.9% |
| Biotech | XBI | -1.45% | -2.08% | 13.7% | 11.5% |
| Homebuilder | XHB | 0.54% | 2.47% | 15.9% | 16.7% |
| Retail | XRT | 1.42% | 0.76% | 6.62% | 12.4% |