Jepq vs qqq.

The backtest starts on Jan. 2021 and ends at May 2023. Blue represents portfolio 1 (100% VOO), red represents portfolio 2 (100% JEPI), orange represents portfolio 3 (100% QQQ). As we could see, JEPI did exactly what it is designed to do, offer lower volatility, downside protection and consistent dividend while still allowing limited growth. Since its inception in 2021, the outperformance of JEPI relative to SPY has actually been only about 2% per year (10.5% CAGR vs 8.5% CAGR) including the dividends it earned from the ELNs.Oct 9, 2023 · Last year, when QQQ and JEPQ took a big dump, JEPQ still paid an average of .5357/month for the months of Sept, Oct, Nov. If it continued to do that, for a whole year, with a share price of where ...30 thg 8, 2023 ... YTD % ch. 12-month yield, Expense, Assets ($ billions). JPMorgan Nasdaq Equity Premium Income, (JEPQ), 19.1%, 11.48% ...Invesco QQQ is the biggest technology-focused ETF with over $202 billion in assets under management and an expense ratio of 0.20%. JP Morgan Nasdaq Equity Premium Income (JEPQ) is a relatively new ETF that was launched in 2022. It has over $3.95 billion in assets. While the fund tracks stocks in the Nasdaq 100 index, it applies a covered call ...

2 thg 11, 2023 ... Why is JEPQ Crushing its Sister ETF? (11.8% Yield). Armchair Income•7.2 ... Leveraged ETFs: TQQQ vs QQQ -- Buyer Beware. Rob Berger•52K views · 9 ...So JEPQ has upside a bit capped but offers some real downside safety along with 6-10% return of your money..while QQQ is $ 368/sh and offers a $2.15 annual dividend ( JEPQ is $47.98 and pays $5.67 ...The TTM total return compound annual growth rate for JEPQ stock is 27.53%. What is the YTD total return for Invesco QQQ Trust (QQQ)? The YTD total return for QQQ stock is 46.79%. What is the TTM total return for Invesco QQQ Trust (QQQ)? The TTM total return for QQQ stock is 38.59%.

The current volatility for JPMorgan Equity Premium Income ETF (JEPI) is 2.73%, while Invesco QQQ (QQQ) has a volatility of 4.75%. This indicates that JEPI experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.Mar 27, 2023 · JEPI and SCHD are popular income-yielding ETFs. I think JEPI will outperform SCHD for 4 key reasons: JEPI has greater exposure to the market index vs SCHD. JEPI has significantly lower energy ...

Dec 2, 2023 · Explore JEPQ for FREE on ETFdb.com: Price, Holdings, Charts, Technicals, Fact Sheet, News, and more. ETF Database Categories; Head-To-Head ETF Comparison Tool; ... QQQ Stocks Kicked Out Of The NASDAQ-100 (QQQ) Since 1995 DIA The Original Businesses of Dow Components View More. Dividends.Dec 1, 2023 · Holdings. Compare ETFs JEPI and SPY on performance, AUM, flows, holdings, costs and ESG ratings.The backtest starts on Jan. 2021 and ends at May 2023. Blue represents portfolio 1 (100% VOO), red represents portfolio 2 (100% JEPI), orange represents portfolio 3 (100% QQQ). As we could see, JEPI did exactly what it is designed to do, offer lower volatility, downside protection and consistent dividend while still allowing limited growth.As the graphics below illustrate, while JEPI itself has substantial technology exposure (its largest sector by exposure at 17.65%), JEPQ is nearly 50% allotted to technology at 49.62%. Beyond that ...JEPQ has strong performance, low expenses, and a robust trading volume, making it an attractive option compared to QQQ which could endure struggles through early October. I highlight key price ...

Jun 29, 2022 · Since its inception in 2021, the outperformance of JEPI relative to SPY has actually been only about 2% per year (10.5% CAGR vs 8.5% CAGR) including the dividends it earned from the ELNs.

Bull vs. Bear: Active ETFs Rising — Meaningful or Mirage? Bull vs. Bear is a ... Invesco QQQ ETF investors: Buy JP Morgan's JEPQ too. Investing in technology ...

Key Metrics Comparison. Before we delve into the specifics of VOO and QQQ, let's first look at the key metrics that differentiate these ETFs: Expense Ratio: VOO boasts an expense ratio of 0.03%, while QQQ has an expense ratio of 0.20%. Dividend Yield: VOO offers a dividend yield of 1.6%, whereas QQQ provides a dividend yield of 0.59%.Jun 15, 2023 · The distribution yield for JEPQ is currently 11.9%, even HIGHER than that of JEPI. The distribution is also paid out on a monthly basis. As you can see on this chart, JEPQ, in terms of share price ...Dec 2, 2023 · Holdings. Compare ETFs JEPQ and VOO on performance, AUM, flows, holdings, costs and ESG ratings.Dec 1, 2023 · Holdings. Compare ETFs JEPI and SPY on performance, AUM, flows, holdings, costs and ESG ratings.Nov 30, 2023 · JEPQ vs. QQQ - Dividend Yield Comparison. JEPQ - 6-12%. QQQ - 0.55%. One of the biggest differences between these ETFs is that JEPQ pays a much higher dividend yield than QQQ. The dividend yield of JEPQ ranges from 6-12%, an eye-catching figure for income-focused investors. JEPQ is a better option because it holds a mixture of growth tech stocks and solid dividend stocks. As I understand it, JEPQ, like JEPI, do strategic covered calls. Whereas QYLD does a covered call on the whole QQQ index. If the fund managers choose wisely, they can do better with covered calls on stocks that would best return a premium. Jul 8, 2023 · Invesco QQQ is the biggest technology-focused ETF with over $202 billion in assets under management and an expense ratio of 0.20%. JP Morgan Nasdaq Equity Premium Income (JEPQ) is a relatively new ...

Dec 1, 2023 · A high-level overview of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. Jun 2, 2023 · The reading of 95.73 is above 90.00 which I consider a parabolic bubble. Trading Strategy: Buy QQQ on weakness to its 200-day simple moving average at $296.05. Reduce holdings now with the monthly ...So you're basically always making a bet the market will go down and functionally trading away all capital gains for dividends. JEPQ only sells out the money covered calls on about 20% of it's holdings. Much more room for options to expire worthless and still basically like holding 80% QQQ at the same time. Here is a percentage table of JEPQ vs. QQQ portfolio (the main NASDAQ index ETF): sector. JEPQ. QQQ % JEPQ-QQQ. information technology. 41.1%. 55.0% (13.9)% communication service. 11.8%. 15.5% (3.7)% click to enlarge . Source: fund documents. Additionally, JEPQ’s risk mitigation focuses on the well-known FAANG …Jan 19, 2018 · By Brett Owens. Exchange-traded funds (ETFs) shattered growth records in 2017, with inflows topping $464 billion last year. The global ETF market now boasts more than $4.5 trillion in assets, and ...Nov 30, 2023 · JEPQ vs. QQQ - Dividend Yield Comparison. JEPQ - 6-12%. QQQ - 0.55%. One of the biggest differences between these ETFs is that JEPQ pays a much higher dividend yield than QQQ. The dividend yield of JEPQ ranges from 6-12%, an eye-catching figure for income-focused investors. As the graphics below illustrate, while JEPI itself has substantial technology exposure (its largest sector by exposure at 17.65%), JEPQ is nearly 50% allotted to technology at 49.62%. Beyond that ...

As the graphics below illustrate, while JEPI itself has substantial technology exposure (its largest sector by exposure at 17.65%), JEPQ is nearly 50% allotted to technology at 49.62%. Beyond that ...Feb 27, 2023 · Pros of JEPQ: JEPQ offers an attractive dividend yield. However, just like JEPI, JEPQ is structured to deliver a 5% to 8% dividend yield over time, and 6% to 10% annual returns. The fund does this by using covered calls, meaning it writes options against an underlying portfolio of stocks in the fund to generate extra income.

% of QQQ's 100 holdings also in SPY. Research SPY SPDR S&P 500 ETF Trust. Research QQQ Invesco QQQ Trust. Overlap by Weight. Sector Drift (SPY minus QQQ) Overlapping Holdings. Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list. Company Weight in SPY Weight in QQQ Overlap; APPLE INC: …@Diesel Is there a way to backtest over a long period (10-20yrs) how JEPQ might have performed vs QQQ with dividends and option premiums re-invested? Reply Like. Retire2020. 09 Nov. 2023.The most noticeable difference between JEPI and JEPQ is with respect to their benchmark indexes. JEPI actively selects stocks from the S&P 500, while JEPQ does so from the Nasdaq 100.... QQQ shows how selling covered calls on growth stocks performs very poorly during bull markets. Image From Google Finance | QQQ Vs. QYLD Over The Last 5 ...오늘은 국내 투자자들에게 고배당주 ETF로 잘 알려져 있고 JP 모건에서 운용하는 미국 ETF인 JEPQ와 JEPI 주가, 수익률, 배당 일정, 배당금 등에 대해 알아보겠습니다. 포스팅 하단에서 주가 흐름을 살펴볼 때, QQQ와 SPY의 흐름과 어떤 차이를 보이는지도 살펴보겠습니다.JEPI and JEPQ are the two best-covered call ETFs on the market right now due to their high dividend yield, the opportunity for high monthly dividend income, ...QQQ has more net assets: 223B vs. JEPQ (7.4B). QQQ has a higher annual dividend yield than JEPQ: QQQ (47.032) vs JEPQ (32.406). JEPQ was incepted earlier than QQQ: JEPQ (2 years) vs QQQ (25 years). QQQ (0.20) has a lower expense ratio than JEPQ (0.35). JEPQ has a higher turnover QQQ (7.10) vs QQQ (7.10).

Sep 30, 2023 · For performance current to the most recent month-end, please call 1-800-338-4345. 12-month rolling yield is shown for all asset classes with the exception of fixed income, where yield to maturity is shown, and 30-day SEC yield is used for JEPQ. 30-day SEC yield (unsubsidized), 11.68%; 12-month rolling dividend yield, 12.51%; as of 9/30/23.

Jun 2, 2023 · The reading of 95.73 is above 90.00 which I consider a parabolic bubble. Trading Strategy: Buy QQQ on weakness to its 200-day simple moving average at $296.05. Reduce holdings now with the monthly ...

For performance current to the most recent month-end, please call 1-800-338-4345. 12-month rolling yield is shown for all asset classes with the exception of fixed income, where yield to maturity is shown, and 30-day SEC yield is used for JEPQ. 30-day SEC yield (unsubsidized), 11.68%; 12-month rolling dividend yield, 12.51%; as of 9/30/23.JEPQ sports an even larger dividend yield than JEPI at 11.8%. The ETF is much smaller than JEPI, with about $4 billion in assets under management compared to $28 billion for JEPI. JEPQ is also ...Apr 28, 2023 · Key Metrics Comparison. Before we delve into the specifics of VOO and QQQ, let's first look at the key metrics that differentiate these ETFs: Expense Ratio: VOO boasts an expense ratio of 0.03%, while QQQ has an expense ratio of 0.20%. Dividend Yield: VOO offers a dividend yield of 1.6%, whereas QQQ provides a dividend yield of 0.59%. Mar 10, 2023 · The fund is fairly well-diversified with 78 holdings, although JEPQ’s top 10 holdings make up 53.3% of assets, mirroring the composition of other Nasdaq-oriented funds like the Invesco QQQ Trust. Compare ETFs QQQ and JEPQ on performance, AUM, flows, holdings, costs and ESG ratingsSince its inception a year ago, JEPQ has returned 3.5% vs. a return of 4.8% for the Invesco QQQ Trust (QQQ). JEPQ has a current dividend yield of 13.9%. Positives & Negatives of Covered Call ...Jan 19, 2018 · By Brett Owens. Exchange-traded funds (ETFs) shattered growth records in 2017, with inflows topping $464 billion last year. The global ETF market now boasts more than $4.5 trillion in assets, and ...The total spread between high and low as a percentage of the midpoint is about 23.1% for JEPQ versus 32.8% for QQQ, reinforcing the idea that JEPQ is at least less volatile than QQQ and the ...Its obviously very hard to pick a bottom but with how uncertain everything is thats what im doing. I love qylg but a lot of people recommend just doing 50/50 qyld and qqq. Saves the expense ratio with more or less similar returns. Yep or do the covered calls yourself and just own qqq.

So you're basically always making a bet the market will go down and functionally trading away all capital gains for dividends. JEPQ only sells out the money covered calls on about 20% of it's holdings. Much more room for options to expire worthless and still basically like holding 80% QQQ at the same time. Jan 26, 2023 · JEPI is the JPMorgan Premium Equity ETF. The makeup of JEPI is much different from your average dividend ETF. JEPI pays a VERY high yield of 11.5% and they have an expense ratio of 0.35% which is ... Oct 20, 2022 · Expenses Comparison - VOO Clear Winner. VOO is an incredibly cheap fund, with a 0.03% expense ratio. JEPI is a comparatively more expensive fund, with a 0.35% expense ratio. JEPI's expenses are ...Instagram:https://instagram. real nasdaqbest robotics etfnyse brk.binvesting in industrial real estate JEPQ is a better option because it holds a mixture of growth tech stocks and solid dividend stocks. As I understand it, JEPQ, like JEPI, do strategic covered calls. Whereas QYLD does a covered call on the whole QQQ index. If the fund managers choose wisely, they can do better with covered calls on stocks that would best return a premium. JEPQ is a better option because it holds a mixture of growth tech stocks and solid dividend stocks. As I understand it, JEPQ, like JEPI, do strategic covered calls. Whereas QYLD does a covered call on the whole QQQ index. If the fund managers choose wisely, they can do better with covered calls on stocks that would best return a premium. best credit cards with high limitsbcred blackstone Holdings. Compare ETFs JEPQ and VOO on performance, AUM, flows, holdings, costs and ESG ratings. best stock market api Looking at the long-term performance of QQQ and VTI, we find some interesting insights. Since June 2001, QQQ has delivered an impressive total return of 342%, while VTI has generated a solid total …Nov 12, 2022 · JEPQとQQQの株式の上位10銘柄はこんな感じになっています(11/1時点) JEPQの株の構成比率はQQQを非常に近くなっていました。 これは、JEPIがS&P500採用銘柄の低ボラティリティの銘柄が中心なのに対して、JEPQはNASDAQ100の大型成長株中心になっているためだと思います。