IS3B.DE vs. JEQP.DE
IS3B.DE (iShares Euro Corporate Bond Financials UCITS ETF) and JEQP.DE (JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist)) are both exchange-traded funds - IS3B.DE is a European Corporate Bonds fund tracking the Bloomberg Euro Aggregate Financial, while JEQP.DE is a Nasdaq-100 fund actively managed by JPMorgan. IS3B.DE is passively managed, while JEQP.DE is actively managed. Over the past year, IS3B.DE returned 1.99% vs 23.89% for JEQP.DE. At a 0.19 correlation, their price movements are largely independent. IS3B.DE charges 0.20%/yr vs 0.35%/yr for JEQP.DE.
Performance
IS3B.DE vs. JEQP.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3B.DE achieves a 0.39% return, which is significantly lower than JEQP.DE's 8.94% return.
IS3B.DE
- 1D
- 0.11%
- 1M
- 0.64%
- YTD
- 0.39%
- 6M
- 0.28%
- 1Y
- 1.99%
- 3Y*
- 5.22%
- 5Y*
- 0.42%
- 10Y*
- 1.25%
JEQP.DE
- 1D
- -0.38%
- 1M
- 3.80%
- YTD
- 8.94%
- 6M
- 8.34%
- 1Y
- 23.89%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IS3B.DE vs. JEQP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IS3B.DE iShares Euro Corporate Bond Financials UCITS ETF | 0.39% | 3.53% | 1.05% |
JEQP.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 8.94% | 0.68% | 2.17% |
Correlation
The correlation between IS3B.DE and JEQP.DE is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Nov 5, 2024 | 0.19 |
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Return for Risk
IS3B.DE vs. JEQP.DE — Risk / Return Rank
IS3B.DE
JEQP.DE
IS3B.DE vs. JEQP.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Corporate Bond Financials UCITS ETF (IS3B.DE) and JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEQP.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.
| IS3B.DE | JEQP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.41 | ||
| Sortino ratioReturn per unit of downside risk | -1.88 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.37 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.73 | 4.09 | -3.36 |
| Martin ratioReturn relative to average drawdown | 2.62 | 14.09 | -11.47 |
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
| IS3B.DE | JEQP.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.99 | -1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.45 | +0.02 |
Drawdowns
IS3B.DE vs. JEQP.DE - Drawdown Comparison
The maximum IS3B.DE drawdown since its inception was -17.06%, smaller than the maximum JEQP.DE drawdown of -24.10%. Use the drawdown chart below to compare losses from any high point for IS3B.DE and JEQP.DE.
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Drawdown Indicators
| IS3B.DE | JEQP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.06% | -24.10% | +7.04% |
Max Drawdown (1Y)Largest decline over 1 year | -2.71% | -5.85% | +3.14% |
Max Drawdown (3Y)Largest decline over 3 years | -2.71% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.06% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -17.06% | — | — |
Current DrawdownCurrent decline from peak | -0.77% | -0.38% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -2.97% | -6.27% | +3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.76% | 1.70% | -0.94% |
Volatility
IS3B.DE vs. JEQP.DE - Volatility Comparison
The current volatility for iShares Euro Corporate Bond Financials UCITS ETF (IS3B.DE) is 1.03%, while JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEQP.DE) has a volatility of 1.57%. This indicates that IS3B.DE experiences smaller price fluctuations and is considered to be less risky than JEQP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3B.DE | JEQP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.03% | 1.57% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 3.16% | 8.52% | -5.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.44% | 12.02% | -8.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.18% | 16.60% | -12.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.35% | 16.60% | -12.25% |
IS3B.DE vs. JEQP.DE - Expense Ratio Comparison
IS3B.DE has a 0.20% expense ratio, which is lower than JEQP.DE's 0.35% expense ratio.
Dividends
IS3B.DE vs. JEQP.DE - Dividend Comparison
IS3B.DE's dividend yield for the trailing twelve months is around 3.19%, less than JEQP.DE's 8.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3B.DE iShares Euro Corporate Bond Financials UCITS ETF | 3.19% | 3.08% | 2.95% | 2.42% | 1.00% | 0.75% | 0.97% | 1.09% | 1.10% | 1.12% | 1.52% | 1.70% |
JEQP.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 8.74% | 9.22% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IS3B.DE and JEQP.DE have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3B.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3B.DE is cheaper with a 0.20% expense ratio, compared with 0.35% for JEQP.DE.
IS3B.DE is categorized as European Corporate Bonds, while JEQP.DE is Nasdaq-100. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.20% for IS3B.DE and 0.35% for JEQP.DE.
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