BBTR.L vs. JEQP.L
BBTR.L (JPM BetaBuilders US Treasury Bond UCITS ETF - USD (acc)) and JEQP.L (JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP) are both exchange-traded funds - BBTR.L is a Government Bonds fund tracking the J.P. Morgan Government Bond Index United States, while JEQP.L is a Nasdaq-100 fund actively managed by JPMorgan. BBTR.L is passively managed, while JEQP.L is actively managed. Over the past year, BBTR.L returned 3.52% vs 22.84% for JEQP.L. At a 0.06 correlation, their price movements are largely independent. BBTR.L charges 0.07%/yr vs 0.35%/yr for JEQP.L.
Performance
BBTR.L vs. JEQP.L - Performance Comparison
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Different Trading Currencies
BBTR.L is traded in USD, while JEQP.L is traded in GBp. To make them comparable, the JEQP.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BBTR.L achieves a -0.46% return, which is significantly lower than JEQP.L's 9.24% return.
BBTR.L
- 1D
- 0.30%
- 1M
- -0.33%
- 6M
- -0.53%
- YTD
- -0.46%
- 1Y
- 3.52%
- 3Y*
- 2.77%
- 5Y*
- -0.89%
- 10Y*
- —
JEQP.L
- 1D
- 0.00%
- 1M
- -0.15%
- 6M
- 9.11%
- YTD
- 9.24%
- 1Y
- 22.84%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBTR.L vs. JEQP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BBTR.L JPM BetaBuilders US Treasury Bond UCITS ETF - USD (acc) | -0.46% | 6.32% | -0.51% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 9.24% | 14.92% | -19.96% |
Correlation
The correlation between BBTR.L and JEQP.L is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2024 | 0.06 |
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Return for Risk
BBTR.L vs. JEQP.L — Risk / Return Rank
BBTR.L
JEQP.L
BBTR.L vs. JEQP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPM BetaBuilders US Treasury Bond UCITS ETF - USD (acc) (BBTR.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBTR.L | JEQP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.33 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 2.66 | -1.62 |
| Martin ratioReturn relative to average drawdown | 2.86 | 11.23 | -8.37 |
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Drawdowns
BBTR.L vs. JEQP.L - Drawdown Comparison
The maximum BBTR.L drawdown since its inception was -20.19%, smaller than the maximum JEQP.L drawdown of -99.03%. Use the drawdown chart below to compare losses from any high point for BBTR.L and JEQP.L.
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Drawdown Indicators
| BBTR.L | JEQP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.19% | -99.03% | +78.84% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -8.61% | +5.47% |
Max Drawdown (3Y)Largest decline over 3 years | -5.66% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.54% | — | — |
Current DrawdownCurrent decline from peak | -8.35% | -0.93% | -7.42% |
Average DrawdownAverage peak-to-trough decline | -8.97% | -14.46% | +5.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 2.04% | -0.89% |
Volatility
BBTR.L vs. JEQP.L - Volatility Comparison
The current volatility for JPM BetaBuilders US Treasury Bond UCITS ETF - USD (acc) (BBTR.L) is 1.00%, while JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L) has a volatility of 5.25%. This indicates that BBTR.L experiences smaller price fluctuations and is considered to be less risky than JEQP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBTR.L | JEQP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.00% | 5.25% | -4.25% |
Volatility (6M)Calculated over the trailing 6-month period | 2.78% | 10.34% | -7.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.73% | 13.23% | -9.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.87% | 5,938.19% | -5,932.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.90% | 5,938.19% | -5,932.29% |
BBTR.L vs. JEQP.L - Expense Ratio Comparison
BBTR.L has a 0.07% expense ratio, which is lower than JEQP.L's 0.35% expense ratio.
Dividends
BBTR.L vs. JEQP.L - Dividend Comparison
BBTR.L has not paid dividends to shareholders, while JEQP.L's dividend yield for the trailing twelve months is around 10.07%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BBTR.L JPM BetaBuilders US Treasury Bond UCITS ETF - USD (acc) | 0.00% | 0.00% | 0.00% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 10.07% | 10.25% | 0.73% |
Frequently Asked Questions
BBTR.L and JEQP.L have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBTR.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBTR.L is cheaper with a 0.07% expense ratio, compared with 0.35% for JEQP.L.
BBTR.L is categorized as Government Bonds, while JEQP.L is Nasdaq-100. Their fees differ too: 0.07% for BBTR.L and 0.35% for JEQP.L.
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