ANAU.DE vs. JEQA.DE
ANAU.DE (AXA IM NASDAQ 100 UCITS ETF - USD Acc) and JEQA.DE (JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc)) are both Nasdaq-100 funds. ANAU.DE is passively managed, while JEQA.DE is actively managed. Over the past year, ANAU.DE returned 39.48% vs 28.03% for JEQA.DE. Their correlation of 0.86 suggests significant overlap in exposure. ANAU.DE charges 0.14%/yr vs 0.35%/yr for JEQA.DE.
Performance
ANAU.DE vs. JEQA.DE - Performance Comparison
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Different Trading Currencies
ANAU.DE is traded in USD, while JEQA.DE is traded in EUR. To make them comparable, the JEQA.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, ANAU.DE achieves a 19.26% return, which is significantly higher than JEQA.DE's 8.58% return.
ANAU.DE
- 1D
- -0.69%
- 1M
- 6.81%
- YTD
- 19.26%
- 6M
- 18.67%
- 1Y
- 39.48%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JEQA.DE
- 1D
- -0.29%
- 1M
- 3.01%
- YTD
- 8.58%
- 6M
- 9.23%
- 1Y
- 28.03%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ANAU.DE vs. JEQA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ANAU.DE AXA IM NASDAQ 100 UCITS ETF - USD Acc | 19.26% | 20.55% | 1.12% |
JEQA.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) | 8.58% | 15.04% | 1.36% |
Correlation
The correlation between ANAU.DE and JEQA.DE is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2024 | 0.86 |
The correlation between ANAU.DE and JEQA.DE has been stable across timeframes, ranging from 0.85 to 0.86 - a consistent structural relationship.
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Return for Risk
ANAU.DE vs. JEQA.DE — Risk / Return Rank
ANAU.DE
JEQA.DE
ANAU.DE vs. JEQA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AXA IM NASDAQ 100 UCITS ETF - USD Acc (ANAU.DE) and JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) (JEQA.DE). 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.
| ANAU.DE | JEQA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.46 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.71 | 3.40 | +0.31 |
| Martin ratioReturn relative to average drawdown | 13.31 | 14.80 | -1.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ANAU.DE | JEQA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.53 | 2.43 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.60 | 1.01 | +0.59 |
Drawdowns
ANAU.DE vs. JEQA.DE - Drawdown Comparison
The maximum ANAU.DE drawdown since its inception was -22.35%, which is greater than JEQA.DE's maximum drawdown of -20.46%. Use the drawdown chart below to compare losses from any high point for ANAU.DE and JEQA.DE.
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Drawdown Indicators
| ANAU.DE | JEQA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.35% | -20.46% | -1.89% |
Max Drawdown (1Y)Largest decline over 1 year | -10.88% | -8.41% | -2.47% |
Current DrawdownCurrent decline from peak | -0.77% | -0.35% | -0.42% |
Average DrawdownAverage peak-to-trough decline | -2.96% | -2.79% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 1.94% | +1.10% |
Volatility
ANAU.DE vs. JEQA.DE - Volatility Comparison
AXA IM NASDAQ 100 UCITS ETF - USD Acc (ANAU.DE) has a higher volatility of 4.75% compared to JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) (JEQA.DE) at 1.37%. This indicates that ANAU.DE's price experiences larger fluctuations and is considered to be riskier than JEQA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANAU.DE | JEQA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 1.37% | +3.38% |
Volatility (6M)Calculated over the trailing 6-month period | 11.91% | 8.53% | +3.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 11.77% | +4.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.40% | 16.13% | +2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 16.13% | +2.27% |
ANAU.DE vs. JEQA.DE - Expense Ratio Comparison
ANAU.DE has a 0.14% expense ratio, which is lower than JEQA.DE's 0.35% expense ratio.
Dividends
ANAU.DE vs. JEQA.DE - Dividend Comparison
Neither ANAU.DE nor JEQA.DE has paid dividends to shareholders.
Frequently Asked Questions
ANAU.DE and JEQA.DE have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ANAU.DE is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ANAU.DE is cheaper with a 0.14% expense ratio, compared with 0.35% for JEQA.DE.
They also come from different issuers: AXA IM and JPMorgan. Their fees differ too: 0.14% for ANAU.DE and 0.35% for JEQA.DE.
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