BNKE.L vs. JEPG.L
Compare and contrast key facts about Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc (BNKE.L) and JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L).
BNKE.L and JEPG.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BNKE.L is a passively managed fund by Amundi that tracks the performance of the MSCI World/Financials NR USD. It was launched on Nov 8, 2018. JEPG.L is an actively managed fund by JPMorgan. It was launched on Nov 30, 2023.
Performance
BNKE.L vs. JEPG.L - Performance Comparison
Loading graphics...
BNKE.L vs. JEPG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BNKE.L Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc | -5.22% | 99.94% | 25.19% | 0.80% |
JEPG.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | 2.90% | 4.39% | 9.72% | 0.25% |
Different Trading Currencies
BNKE.L is traded in GBP, while JEPG.L is traded in USD. To make them comparable, the JEPG.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, BNKE.L achieves a -5.22% return, which is significantly lower than JEPG.L's 2.90% return.
BNKE.L
- 1D
- 4.59%
- 1M
- -4.00%
- YTD
- -5.22%
- 6M
- 7.45%
- 1Y
- 44.05%
- 3Y*
- 42.12%
- 5Y*
- 30.32%
- 10Y*
- —
JEPG.L
- 1D
- 1.14%
- 1M
- -2.63%
- YTD
- 2.90%
- 6M
- 4.68%
- 1Y
- 1.69%
- 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.
BNKE.L vs. JEPG.L - Expense Ratio Comparison
BNKE.L has a 0.30% expense ratio, which is lower than JEPG.L's 0.35% expense ratio.
Return for Risk
BNKE.L vs. JEPG.L — Risk / Return Rank
BNKE.L
JEPG.L
BNKE.L vs. JEPG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc (BNKE.L) and JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.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.
| BNKE.L | JEPG.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.77 | 0.14 | +1.63 |
Sortino ratioReturn per unit of downside risk | 2.26 | 0.26 | +1.99 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.03 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 2.67 | 0.39 | +2.28 |
Martin ratioReturn relative to average drawdown | 9.26 | 0.91 | +8.35 |
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
| BNKE.L | JEPG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 0.14 | +1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.20 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.65 | +0.06 |
Correlation
The correlation between BNKE.L and JEPG.L is 0.18, 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
BNKE.L vs. JEPG.L - Dividend Comparison
BNKE.L has not paid dividends to shareholders, while JEPG.L's dividend yield for the trailing twelve months is around 7.95%.
| TTM | 2025 | 2024 | |
|---|---|---|---|
BNKE.L Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc | 0.00% | 0.00% | 0.00% |
JEPG.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | 7.95% | 7.86% | 6.50% |
Drawdowns
BNKE.L vs. JEPG.L - Drawdown Comparison
The maximum BNKE.L drawdown since its inception was -48.52%, which is greater than JEPG.L's maximum drawdown of -8.39%. Use the drawdown chart below to compare losses from any high point for BNKE.L and JEPG.L.
Loading graphics...
Drawdown Indicators
| BNKE.L | JEPG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.52% | -7.92% | -40.60% |
Max Drawdown (1Y)Largest decline over 1 year | -16.66% | -7.92% | -8.74% |
Max Drawdown (5Y)Largest decline over 5 years | -34.21% | — | — |
Current DrawdownCurrent decline from peak | -10.88% | -4.32% | -6.56% |
Average DrawdownAverage peak-to-trough decline | -10.54% | -1.35% | -9.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.79% | 2.06% | +2.73% |
Volatility
BNKE.L vs. JEPG.L - Volatility Comparison
Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc (BNKE.L) has a higher volatility of 9.76% compared to JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L) at 4.31%. This indicates that BNKE.L's price experiences larger fluctuations and is considered to be riskier than JEPG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BNKE.L | JEPG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.76% | 4.31% | +5.45% |
Volatility (6M)Calculated over the trailing 6-month period | 17.26% | 7.22% | +10.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.84% | 12.46% | +12.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.27% | 11.47% | +13.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.70% | 11.47% | +18.23% |