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EQEU.DE vs. JEQA.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EQEU.DE vs. JEQA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco EQQQ NASDAQ-100 UCITS ETF EUR Hedged (EQEU.DE) and JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) (JEQA.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EQEU.DE achieves a 17.47% return, which is significantly higher than JEQA.DE's 9.86% return.


EQEU.DE

1D
-0.76%
1M
6.59%
YTD
17.47%
6M
16.78%
1Y
35.29%
3Y*
25.32%
5Y*
14.74%
10Y*

JEQA.DE

1D
-0.39%
1M
4.23%
YTD
9.86%
6M
9.54%
1Y
26.19%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EQEU.DE vs. JEQA.DE - Yearly Performance Comparison


Correlation

The correlation between EQEU.DE and JEQA.DE is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.72

Correlation (All Time)
Calculated using the full available price history since Nov 8, 2024

0.73

The correlation between EQEU.DE and JEQA.DE has been stable across timeframes, ranging from 0.72 to 0.73 - a consistent structural relationship.

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Return for Risk

EQEU.DE vs. JEQA.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EQEU.DE
EQEU.DE Risk / Return Rank: 6666
Overall Rank
EQEU.DE Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
EQEU.DE Sortino Ratio Rank: 7171
Sortino Ratio Rank
EQEU.DE Omega Ratio Rank: 6666
Omega Ratio Rank
EQEU.DE Calmar Ratio Rank: 6262
Calmar Ratio Rank
EQEU.DE Martin Ratio Rank: 6060
Martin Ratio Rank

JEQA.DE
JEQA.DE Risk / Return Rank: 7676
Overall Rank
JEQA.DE Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
JEQA.DE Sortino Ratio Rank: 6767
Sortino Ratio Rank
JEQA.DE Omega Ratio Rank: 7373
Omega Ratio Rank
JEQA.DE Calmar Ratio Rank: 8585
Calmar Ratio Rank
JEQA.DE Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EQEU.DE vs. JEQA.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco EQQQ NASDAQ-100 UCITS ETF EUR Hedged (EQEU.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.


EQEU.DEJEQA.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.03

Sortino ratioReturn per unit of downside risk

+0.14

Omega ratioGain probability vs. loss probability

1.39

1.43

-0.03

Calmar ratioReturn relative to maximum drawdown

3.02

4.62

-1.60

Martin ratioReturn relative to average drawdown

10.63

16.56

-5.93

EQEU.DE vs. JEQA.DE - Sharpe Ratio Comparison

The current EQEU.DE Sharpe Ratio is 2.27, which is comparable to the JEQA.DE Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of EQEU.DE and JEQA.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EQEU.DEJEQA.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.27

2.24

+0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

Sharpe Ratio (All Time)

Calculated using the full available price history

0.86

0.67

+0.19

Drawdowns

EQEU.DE vs. JEQA.DE - Drawdown Comparison

The maximum EQEU.DE drawdown since its inception was -37.97%, which is greater than JEQA.DE's maximum drawdown of -24.26%. Use the drawdown chart below to compare losses from any high point for EQEU.DE and JEQA.DE.


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Drawdown Indicators


EQEU.DEJEQA.DEDifference

Max Drawdown

Largest peak-to-trough decline

-37.97%

-24.26%

-13.71%

Max Drawdown (1Y)

Largest decline over 1 year

-12.02%

-5.73%

-6.29%

Max Drawdown (3Y)

Largest decline over 3 years

-22.08%

Max Drawdown (5Y)

Largest decline over 5 years

-37.97%

Current Drawdown

Current decline from peak

-0.89%

-0.39%

-0.50%

Average Drawdown

Average peak-to-trough decline

-8.03%

-5.85%

-2.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.42%

1.60%

+1.82%

Volatility

EQEU.DE vs. JEQA.DE - Volatility Comparison

Invesco EQQQ NASDAQ-100 UCITS ETF EUR Hedged (EQEU.DE) has a higher volatility of 4.77% compared to JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) (JEQA.DE) at 1.37%. This indicates that EQEU.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


EQEU.DEJEQA.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.77%

1.37%

+3.40%

Volatility (6M)

Calculated over the trailing 6-month period

11.98%

8.09%

+3.89%

Volatility (1Y)

Calculated over the trailing 1-year period

15.97%

11.82%

+4.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.79%

16.42%

+4.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.03%

16.42%

+4.61%

EQEU.DE vs. JEQA.DE - Expense Ratio Comparison

Both EQEU.DE and JEQA.DE have an expense ratio of 0.35%.


Dividends

EQEU.DE vs. JEQA.DE - Dividend Comparison

Neither EQEU.DE nor JEQA.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


EQEU.DE and JEQA.DE have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

EQEU.DE and JEQA.DE have the same expense ratio: 0.35% per year.

They also come from different issuers: Invesco and JPMorgan.

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