IQQD.DE vs. JGPI.DE
Compare and contrast key facts about iShares UK Dividend UCITS ETF GBP Distributing (IQQD.DE) and JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE).
IQQD.DE and JGPI.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IQQD.DE is a passively managed fund by iShares that tracks the performance of the FTSE UK Dividend+ Index. It was launched on Nov 4, 2005. JGPI.DE is an actively managed fund by JPMorgan. It was launched on Nov 30, 2023.
Performance
IQQD.DE vs. JGPI.DE - Performance Comparison
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IQQD.DE vs. JGPI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IQQD.DE iShares UK Dividend UCITS ETF GBP Distributing | 4.46% | 25.40% | 15.76% | 1.03% |
JGPI.DE JPMorgan Global Equity Premium Income UCITS ETF | 2.61% | -1.01% | 14.60% | -1.17% |
Returns By Period
In the year-to-date period, IQQD.DE achieves a 4.46% return, which is significantly higher than JGPI.DE's 2.61% return.
IQQD.DE
- 1D
- 1.79%
- 1M
- -5.00%
- YTD
- 4.46%
- 6M
- 13.83%
- 1Y
- 22.98%
- 3Y*
- 16.63%
- 5Y*
- 11.15%
- 10Y*
- 5.23%
JGPI.DE
- 1D
- 0.72%
- 1M
- -3.00%
- YTD
- 2.61%
- 6M
- 4.04%
- 1Y
- -3.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IQQD.DE vs. JGPI.DE - Expense Ratio Comparison
IQQD.DE has a 0.40% expense ratio, which is higher than JGPI.DE's 0.35% expense ratio.
Return for Risk
IQQD.DE vs. JGPI.DE — Risk / Return Rank
IQQD.DE
JGPI.DE
IQQD.DE vs. JGPI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares UK Dividend UCITS ETF GBP Distributing (IQQD.DE) and JPMorgan Global Equity Premium Income UCITS ETF (JGPI.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.
| IQQD.DE | JGPI.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | -0.29 | +1.79 |
Sortino ratioReturn per unit of downside risk | 1.90 | -0.30 | +2.21 |
Omega ratioGain probability vs. loss probability | 1.32 | 0.96 | +0.36 |
Calmar ratioReturn relative to maximum drawdown | 2.15 | -0.34 | +2.49 |
Martin ratioReturn relative to average drawdown | 9.08 | -0.58 | +9.66 |
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
| IQQD.DE | JGPI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | -0.29 | +1.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.64 | -0.52 |
Correlation
The correlation between IQQD.DE and JGPI.DE is 0.38, 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
IQQD.DE vs. JGPI.DE - Dividend Comparison
IQQD.DE's dividend yield for the trailing twelve months is around 4.06%, less than JGPI.DE's 7.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQD.DE iShares UK Dividend UCITS ETF GBP Distributing | 4.06% | 4.23% | 4.83% | 4.64% | 5.67% | 4.74% | 3.63% | 4.83% | 6.22% | 4.60% | 4.15% | 4.17% |
JGPI.DE JPMorgan Global Equity Premium Income UCITS ETF | 7.78% | 7.73% | 6.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IQQD.DE vs. JGPI.DE - Drawdown Comparison
The maximum IQQD.DE drawdown since its inception was -72.74%, which is greater than JGPI.DE's maximum drawdown of -12.16%. Use the drawdown chart below to compare losses from any high point for IQQD.DE and JGPI.DE.
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Drawdown Indicators
| IQQD.DE | JGPI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.74% | -12.16% | -60.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.35% | -9.37% | -2.98% |
Max Drawdown (5Y)Largest decline over 5 years | -24.10% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -49.99% | — | — |
Current DrawdownCurrent decline from peak | -5.87% | -5.66% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -27.18% | -4.23% | -22.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 4.55% | -1.93% |
Volatility
IQQD.DE vs. JGPI.DE - Volatility Comparison
iShares UK Dividend UCITS ETF GBP Distributing (IQQD.DE) has a higher volatility of 5.49% compared to JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) at 2.96%. This indicates that IQQD.DE's price experiences larger fluctuations and is considered to be riskier than JGPI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IQQD.DE | JGPI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 2.96% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 5.52% | +3.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 11.13% | +4.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.15% | 9.72% | +5.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.51% | 9.72% | +9.79% |