BBDD.L vs. JEQP.L
BBDD.L (JPMorgan BetaBuilders US Equity UCITS ETF (Dist)) and JEQP.L (JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP) are both exchange-traded funds - BBDD.L is a Large Cap Blend Equities fund tracking the Russell 1000 TR USD, while JEQP.L is a Nasdaq-100 fund actively managed by JPMorgan. BBDD.L is passively managed, while JEQP.L is actively managed. Over the past year, BBDD.L returned 28.61% vs 29.62% for JEQP.L. Their correlation of 0.87 suggests significant overlap in exposure. BBDD.L charges 0.05%/yr vs 0.35%/yr for JEQP.L.
Performance
BBDD.L vs. JEQP.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BBDD.L achieves a 10.30% return, which is significantly higher than JEQP.L's 8.97% return.
BBDD.L
- 1D
- 0.06%
- 1M
- 5.57%
- YTD
- 10.30%
- 6M
- 10.10%
- 1Y
- 28.61%
- 3Y*
- 19.09%
- 5Y*
- 14.50%
- 10Y*
- —
JEQP.L
- 1D
- -0.35%
- 1M
- 4.81%
- YTD
- 8.97%
- 6M
- 9.21%
- 1Y
- 29.62%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBDD.L vs. JEQP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BBDD.L JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 10.30% | 9.41% | 3.42% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 8.97% | 6.58% | 5.67% |
Correlation
The correlation between BBDD.L and JEQP.L 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 7, 2024 | 0.87 |
The correlation between BBDD.L and JEQP.L has been stable across timeframes, ranging from 0.85 to 0.87 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BBDD.L vs. JEQP.L — Risk / Return Rank
BBDD.L
JEQP.L
BBDD.L vs. JEQP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) and JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.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.
| BBDD.L | JEQP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.50 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.66 | 5.23 | -1.57 |
| Martin ratioReturn relative to average drawdown | 12.78 | 19.59 | -6.82 |
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 charts...
Sharpe Ratios by Period
| BBDD.L | JEQP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.69 | 2.63 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.00 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.94 | +0.02 |
Drawdowns
BBDD.L vs. JEQP.L - Drawdown Comparison
The maximum BBDD.L drawdown since its inception was -25.72%, which is greater than JEQP.L's maximum drawdown of -22.00%. Use the drawdown chart below to compare losses from any high point for BBDD.L and JEQP.L.
Loading charts...
Drawdown Indicators
| BBDD.L | JEQP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.72% | -22.00% | -3.72% |
Max Drawdown (1Y)Largest decline over 1 year | -7.78% | -5.64% | -2.14% |
Max Drawdown (3Y)Largest decline over 3 years | -21.41% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -21.41% | — | — |
Current DrawdownCurrent decline from peak | -0.16% | -0.35% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -3.72% | -4.92% | +1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 1.51% | +0.72% |
Volatility
BBDD.L vs. JEQP.L - Volatility Comparison
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) has a higher volatility of 2.63% compared to JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L) at 1.57%. This indicates that BBDD.L's price experiences larger fluctuations and is considered to be riskier than JEQP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BBDD.L | JEQP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.63% | 1.57% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.24% | 7.83% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.57% | 11.20% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.47% | 14.88% | -0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.17% | 14.88% | +1.29% |
BBDD.L vs. JEQP.L - Expense Ratio Comparison
BBDD.L has a 0.05% expense ratio, which is lower than JEQP.L's 0.35% expense ratio.
Dividends
BBDD.L vs. JEQP.L - Dividend Comparison
BBDD.L's dividend yield for the trailing twelve months is around 0.99%, less than JEQP.L's 10.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBDD.L JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 0.99% | 1.12% | 0.99% | 1.31% | 1.44% | 0.94% | 1.46% | 0.79% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 10.21% | 10.04% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BBDD.L and JEQP.L 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, BBDD.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBDD.L is cheaper with a 0.05% expense ratio, compared with 0.35% for JEQP.L.
BBDD.L is categorized as Large Cap Blend Equities, while JEQP.L is Nasdaq-100. Their fees differ too: 0.05% for BBDD.L and 0.35% for JEQP.L.
Find the right allocation for BBDD.L and JEQP.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer