AAPI.L vs. JEPI.L
Compare and contrast key facts about IncomeShares Apple (AAPL) Options ETP GBP (AAPI.L) and JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEPI.L).
AAPI.L and JEPI.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AAPI.L is an actively managed fund by Leverage Shares. It was launched on Sep 26, 2024. JEPI.L is an actively managed fund by JPMorgan. It was launched on Oct 29, 2024.
Performance
AAPI.L vs. JEPI.L - Performance Comparison
Loading graphics...
AAPI.L vs. JEPI.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AAPI.L IncomeShares Apple (AAPL) Options ETP GBP | -11.83% | -12.96% | 15.83% |
JEPI.L JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) | 0.54% | 0.41% | 0.80% |
Different Trading Currencies
AAPI.L is traded in GBp, while JEPI.L is traded in USD. To make them comparable, the JEPI.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, AAPI.L achieves a -11.83% return, which is significantly lower than JEPI.L's 0.54% return.
AAPI.L
- 1D
- 0.69%
- 1M
- -6.68%
- YTD
- -11.83%
- 6M
- -11.99%
- 1Y
- -8.63%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JEPI.L
- 1D
- -0.08%
- 1M
- -3.63%
- YTD
- 0.54%
- 6M
- 4.11%
- 1Y
- 5.13%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AAPI.L vs. JEPI.L - Expense Ratio Comparison
AAPI.L has a 0.55% expense ratio, which is higher than JEPI.L's 0.35% expense ratio.
Return for Risk
AAPI.L vs. JEPI.L — Risk / Return Rank
AAPI.L
JEPI.L
AAPI.L vs. JEPI.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IncomeShares Apple (AAPL) Options ETP GBP (AAPI.L) and JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEPI.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AAPI.L | JEPI.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.34 | 0.40 | -0.74 |
Sortino ratioReturn per unit of downside risk | -0.29 | 0.63 | -0.92 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.09 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | -0.50 | 0.47 | -0.97 |
Martin ratioReturn relative to average drawdown | -1.03 | 1.65 | -2.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AAPI.L | JEPI.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.34 | 0.40 | -0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.21 | 0.10 | -0.31 |
Correlation
The correlation between AAPI.L and JEPI.L is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AAPI.L vs. JEPI.L - Dividend Comparison
AAPI.L's dividend yield for the trailing twelve months is around 11.56%, more than JEPI.L's 7.68% yield.
| TTM | 2025 | 2024 | |
|---|---|---|---|
AAPI.L IncomeShares Apple (AAPL) Options ETP GBP | 11.56% | 11.04% | 1.04% |
JEPI.L JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) | 7.68% | 7.08% | 0.62% |
Drawdowns
AAPI.L vs. JEPI.L - Drawdown Comparison
The maximum AAPI.L drawdown since its inception was -31.31%, which is greater than JEPI.L's maximum drawdown of -16.18%. Use the drawdown chart below to compare losses from any high point for AAPI.L and JEPI.L.
Loading graphics...
Drawdown Indicators
| AAPI.L | JEPI.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.31% | -14.36% | -16.95% |
Max Drawdown (1Y)Largest decline over 1 year | -18.98% | -10.51% | -8.47% |
Current DrawdownCurrent decline from peak | -23.86% | -5.92% | -17.94% |
Average DrawdownAverage peak-to-trough decline | -14.35% | -2.32% | -12.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.26% | 2.06% | +7.20% |
Volatility
AAPI.L vs. JEPI.L - Volatility Comparison
IncomeShares Apple (AAPL) Options ETP GBP (AAPI.L) and JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEPI.L) have volatilities of 3.90% and 3.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AAPI.L | JEPI.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 3.84% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 14.12% | 7.17% | +6.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.14% | 12.81% | +12.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.18% | 12.55% | +11.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.18% | 12.55% | +11.63% |