IUKD.L vs. JEQP.L
IUKD.L (iShares UK Dividend UCITS ETF) and JEQP.L (JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP) are both exchange-traded funds - IUKD.L is a Dividend fund tracking the FTSE UK Dividend+ Index, while JEQP.L is a Nasdaq-100 fund actively managed by JPMorgan. IUKD.L is passively managed, while JEQP.L is actively managed. Over the past year, IUKD.L returned 27.41% vs 22.83% for JEQP.L. At a 0.18 correlation, their price movements are largely independent. IUKD.L charges 0.40%/yr vs 0.35%/yr for JEQP.L.
Performance
IUKD.L vs. JEQP.L - Performance Comparison
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Returns By Period
In the year-to-date period, IUKD.L achieves a 11.46% return, which is significantly higher than JEQP.L's 9.85% return.
IUKD.L
- 1D
- 0.08%
- 1M
- 2.34%
- 6M
- 10.21%
- YTD
- 11.46%
- 1Y
- 27.41%
- 3Y*
- 21.91%
- 5Y*
- 12.89%
- 10Y*
- 7.21%
JEQP.L
- 1D
- 0.00%
- 1M
- 0.09%
- 6M
- 9.58%
- YTD
- 9.85%
- 1Y
- 22.83%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUKD.L vs. JEQP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IUKD.L iShares UK Dividend UCITS ETF | 11.46% | 32.12% | -0.02% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 9.85% | 6.86% | -16.74% |
Correlation
The correlation between IUKD.L and JEQP.L is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2024 | 0.18 |
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Return for Risk
IUKD.L vs. JEQP.L — Risk / Return Rank
IUKD.L
JEQP.L
IUKD.L vs. JEQP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares UK Dividend UCITS ETF (IUKD.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.
| IUKD.L | JEQP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.34 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.75 | 4.06 | -1.31 |
| Martin ratioReturn relative to average drawdown | 9.71 | 13.64 | -3.93 |
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Drawdowns
IUKD.L vs. JEQP.L - Drawdown Comparison
The maximum IUKD.L drawdown since its inception was -61.97%, smaller than the maximum JEQP.L drawdown of -99.02%. Use the drawdown chart below to compare losses from any high point for IUKD.L and JEQP.L.
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Drawdown Indicators
| IUKD.L | JEQP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.97% | -99.02% | +37.05% |
Max Drawdown (1Y)Largest decline over 1 year | -9.92% | -5.64% | -4.28% |
Max Drawdown (3Y)Largest decline over 3 years | -10.52% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -19.93% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.34% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.26% | +2.26% |
Average DrawdownAverage peak-to-trough decline | -15.49% | -15.72% | +0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 1.68% | +1.14% |
Volatility
IUKD.L vs. JEQP.L - Volatility Comparison
The current volatility for iShares UK Dividend UCITS ETF (IUKD.L) is 2.86%, while JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L) has a volatility of 5.11%. This indicates that IUKD.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
| IUKD.L | JEQP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.86% | 5.11% | -2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.61% | 9.51% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.41% | 12.69% | -1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.78% | 6,013.84% | -6,000.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 6,013.84% | -5,997.05% |
IUKD.L vs. JEQP.L - Expense Ratio Comparison
IUKD.L has a 0.40% expense ratio, which is higher than JEQP.L's 0.35% expense ratio.
Dividends
IUKD.L vs. JEQP.L - Dividend Comparison
IUKD.L's dividend yield for the trailing twelve months is around 4.70%, less than JEQP.L's 10.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUKD.L iShares UK Dividend UCITS ETF | 4.70% | 4.85% | 5.78% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 10.07% | 10.25% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IUKD.L and JEQP.L have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JEQP.L is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JEQP.L is cheaper with a 0.35% expense ratio, compared with 0.40% for IUKD.L.
IUKD.L is categorized as Dividend, while JEQP.L is Nasdaq-100. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.40% for IUKD.L and 0.35% for JEQP.L.
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