JEPI vs QQQ: Complete Comparison

JPMorgan Equity Premium Income ETF vs Invesco QQQ Trust โ€” overlap, correlation, performance & risk analysis

Holdings Overlap
22.02%
Low Overlap
Shared Holdings
28 of 100
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

JEPI
QQQ
22.0%
JEPI Only
Overlap
QQQ Only

Price Performance

Historical price comparison over 3M

JEPI Return
+4.43%
QQQ Return
+9.87%
Winner
QQQ
+5.44%
Max Drawdown
JEPI: -2.5%
QQQ: -7.9%
JEPI Volatility (annualized)7.02%
QQQ Volatility (annualized)15.94%

๐Ÿ“ˆ Comparison

Metric
JEPI
QQQ
1 Year Return
+15.2%
+28.2%โœ“
3 Year Return
+8.5%
+12.5%โœ“
5 Year Return
N/A
+20.1%
Volatility
12.50%โœ“
22.50%
Expense Ratio
0.35%
0.20%โœ“
โš ๏ธ Past performance does not guarantee future results. Data may be delayed.

โš ๏ธRisk Metrics

Metric
JEPI
QQQ
Volatility
12.50%โœ“
22.50%
Sharpe Ratio
0.95โœ“
0.88
Sortino Ratio
1.25
1.22
Max Drawdown
-18.50%โœ“
-35.20%
Beta
0.65
1.18

Interpretation:

  • ๐Ÿ“Š Lower volatility = smoother ride
  • โšก Higher Sharpe/Sortino = better risk-adjusted returns
  • โš ๏ธ Smaller max drawdown = less worst-case pain
  • ๐Ÿ“ˆ Beta > 1 = more volatile than S&P 500

โš”๏ธ Comparison

9 - 7

๐Ÿ† JEPI wins this comparison

Key Factors

๐Ÿ’ฐ Expense Ratio
JEPI:0.35%โœ“
vs
QQQ:0.20%โœ“
๐ŸŽฏ Number of Holdings
JEPI:120 holdingsโœ“
vs
QQQ:101 holdingsโœ“
โ–ถAdditional Metrics (5)
โš–๏ธ Concentration Risk
JEPI: 15.7% in top 10โœ“
QQQ: 49.6% in top 10
๐Ÿ“Š Assets Under Management
JEPI: $30B
QQQ: $220B โœ“โœ“
โšก Sharpe Ratio
JEPI: 0.95
QQQ: 0.88
๐Ÿ“‰ Volatility
JEPI: 12.5%โœ“
QQQ: 22.5%
๐Ÿ” Uniqueness vs SPY
JEPI: 64.8% uniqueโœ“
QQQ: 48.3% unique

Bottom line: JEPI wins with better number of holdings. Consider JEPI for your portfolio, but QQQ is still a solid choice if you prefer its specific advantages.

Detailed Overlap Analysis

28 shared holdings representing 22.0% portfolio overlap

Top Shared Holdings

#StockJEPI WeightQQQ WeightOverlap
1
GOOGL
GOOGL
1.67%3.58%1.67%
2
AMZN
AMZN
1.55%4.87%1.55%
3
NVDA
NVDA
1.51%8.99%1.51%
4
MSFT
MSFT
1.50%7.12%1.50%
5
AAPL
AAPL
1.48%7.94%1.48%
6
META
META
1.37%3.85%1.37%
7
PEP
PEP
1.27%1.06%1.06%
8
AVGO
AVGO
1.03%3.24%1.03%
9
INTU
INTU
1.29%1.02%1.02%
10
NFLX
NFLX
0.85%2.15%0.85%

Overlap by Sector

Technology
10 stocks ยท 10.22% overlap
Other
11 stocks ยท 4.31% overlap
Consumer Discretionary
1 stocks ยท 1.55% overlap
Consumer Staples
2 stocks ยท 1.33% overlap
Communication Services
2 stocks ยท 1.25% overlap

Showing top 5 sectors by overlap contribution

28
Shared Stocks
22.0%
Total Overlap
5
Sectors Represented

Top Holdings Only in JEPI

Unique to JEPI

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
JNJJNJ1.63%
ABBVABBV1.62%
MGMXXMGMXX1.62%
MAMA1.55%
HWMHWM1.51%

Top Holdings Only in QQQ

Unique to QQQ

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
TSLATSLA4.21%
GOOGGOOG3.35%
PLTRPLTR2.40%
AMDAMD1.90%
MUMU1.75%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = ฮฃ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

๐Ÿ“Š This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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