JEPQ vs. VCAR ETF Comparison
Comparison of J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ) to Simplify Volt RoboCar Disruption and Tech ETF (VCAR)
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
JEPQ Description
J.P. Morgan Nasdaq Equity Premium Income ETF its a fund to list on the Nasdaq, is an active equity ETF that seeks to deliver an attractive distributable yield while also delivering a significant portion of the returns associated with the fund’s primary benchmark, the Nasdaq-100 Index, with less volatility. This Fund was built for investors that are seeking income while also owning companies that provide exposure to Nasdaq's innovative marketplace. This strategy benefits from the intentionality of an active manager while being delivered through the ETF technology.
Grade (RS Rating)
Last Trade
$56.63
Average Daily Volume
3,052,605
89
VCAR
Simplify Volt RoboCar Disruption and Tech ETF
VCAR Description
The Simplify Volt Robocar Disruption and Tech ETF is not just another thematic investment product. VCAR is designed to concentrate in those few disruptive companies poised to dominate autonomous driving and then enhance the concentrated exposures with options. With our partner Volt Equity our investment process begins with a first principles approach to identify those few companies poised to lead the disruption. We then deploy a sophisticated option overlay to create convexity in the portfolio to enhance the upside while improving drawdowns.Grade (RS Rating)
Last Trade
$19.18
Average Daily Volume
11,167
33
Performance
| Period | JEPQ | VCAR |
|---|---|---|
| 30 Days | 3.94% | 76.83% |
| 60 Days | 5.67% | 78.47% |
| 90 Days | 8.10% | 72.66% |
| 12 Months | 24.97% | 110.83% |
16 Overlapping Holdings
| Symbol | Grade | Weight in JEPQ | Weight in VCAR | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.24% | 4.22% | 4.22% | |
| ADBE | C | 1.04% | 0.08% | 0.08% | |
| ADI | D | 0.88% | 2.11% | 0.88% | |
| AMD | F | 1.35% | 9.67% | 1.35% | |
| AMZN | C | 4.57% | 4.14% | 4.14% | |
| ANSS | B | 0.09% | 0.17% | 0.09% | |
| ASML | F | 0.48% | 3.15% | 0.48% | |
| COST | B | 1.62% | 0.71% | 0.71% | |
| CRWD | B | 0.47% | 0.46% | 0.46% | |
| GOOG | C | 3.99% | 4.1% | 3.99% | |
| INTC | D | 0.34% | 0.7% | 0.34% | |
| META | D | 4.21% | 2.87% | 2.87% | |
| MSFT | F | 6.49% | 4.71% | 4.71% | |
| NFLX | A | 2.15% | 1.18% | 1.18% | |
| NVDA | C | 7.42% | 24.19% | 7.42% | |
| TSLA | B | 3.11% | 12.93% | 3.11% |
JEPQ Overweight 73 Positions Relative to VCAR
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | 3.5% | |
| INTU | C | 1.34% | |
| BKNG | A | 1.3% | |
| ISRG | A | 1.26% | |
| TMUS | B | 1.17% | |
| CMCSA | B | 1.04% | |
| CSCO | B | 0.99% | |
| PANW | C | 0.96% | |
| LIN | D | 0.92% | |
| QCOM | F | 0.9% | |
| TXN | C | 0.88% | |
| VRTX | F | 0.84% | |
| SNPS | B | 0.77% | |
| PEP | F | 0.74% | |
| HON | B | 0.71% | |
| LRCX | F | 0.7% | |
| MU | D | 0.69% | |
| REGN | F | 0.67% | |
| ORLY | B | 0.63% | |
| MDLZ | F | 0.62% | |
| CSX | B | 0.6% | |
| NXPI | D | 0.6% | |
| MELI | D | 0.59% | |
| MRVL | B | 0.59% | |
| MAR | B | 0.57% | |
| CPRT | A | 0.55% | |
| AMAT | F | 0.47% | |
| ABBV | D | 0.43% | |
| ETN | A | 0.43% | |
| LOW | D | 0.42% | |
| NOW | A | 0.42% | |
| KO | D | 0.42% | |
| ORCL | B | 0.41% | |
| SBUX | A | 0.4% | |
| VRSK | A | 0.4% | |
| AMGN | D | 0.39% | |
| TTWO | A | 0.38% | |
| CMG | B | 0.38% | |
| MNST | C | 0.38% | |
| XEL | A | 0.35% | |
| NEE | D | 0.34% | |
| UNH | C | 0.33% | |
| SO | D | 0.33% | |
| MA | C | 0.32% | |
| STZ | D | 0.3% | |
| HUBS | A | 0.3% | |
| FANG | D | 0.29% | |
| STX | D | 0.28% | |
| BMY | B | 0.28% | |
| CHTR | C | 0.27% | |
| DXCM | D | 0.27% | |
| DE | A | 0.26% | |
| KHC | F | 0.26% | |
| PYPL | B | 0.26% | |
| UBER | D | 0.25% | |
| APP | B | 0.24% | |
| DASH | A | 0.24% | |
| CPAY | A | 0.24% | |
| WDAY | B | 0.23% | |
| TMO | F | 0.22% | |
| BIIB | F | 0.21% | |
| ROST | C | 0.21% | |
| PLD | D | 0.2% | |
| UPS | C | 0.16% | |
| MDB | C | 0.16% | |
| TER | D | 0.16% | |
| TTD | B | 0.15% | |
| CTSH | B | 0.13% | |
| ABNB | C | 0.12% | |
| LULU | C | 0.1% | |
| PDD | F | 0.07% | |
| SMCI | F | 0.03% | |
| DLTR | F | 0.0% |
JEPQ: Top Represented Industries & Keywords
VCAR: Top Represented Industries & Keywords
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