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JEIP.DE vs. JREA.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JEIP.DE vs. JREA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEIP.DE) and JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) (JREA.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, JEIP.DE achieves a 1.23% return, which is significantly lower than JREA.DE's 30.23% return.


JEIP.DE

1D
0.31%
1M
0.36%
YTD
1.23%
6M
1.05%
1Y
7.13%
3Y*
5Y*
10Y*

JREA.DE

1D
-1.51%
1M
4.07%
YTD
30.23%
6M
30.94%
1Y
49.01%
3Y*
20.04%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JEIP.DE vs. JREA.DE - Yearly Performance Comparison


Correlation

The correlation between JEIP.DE and JREA.DE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.28

Correlation (All Time)
Calculated using the full available price history since Nov 5, 2024

0.32

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Return for Risk

JEIP.DE vs. JREA.DE — Risk / Return Rank

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

JEIP.DE
JEIP.DE Risk / Return Rank: 2525
Overall Rank
JEIP.DE Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
JEIP.DE Sortino Ratio Rank: 2323
Sortino Ratio Rank
JEIP.DE Omega Ratio Rank: 2323
Omega Ratio Rank
JEIP.DE Calmar Ratio Rank: 2929
Calmar Ratio Rank
JEIP.DE Martin Ratio Rank: 2727
Martin Ratio Rank

JREA.DE
JREA.DE Risk / Return Rank: 8888
Overall Rank
JREA.DE Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
JREA.DE Sortino Ratio Rank: 8787
Sortino Ratio Rank
JREA.DE Omega Ratio Rank: 8787
Omega Ratio Rank
JREA.DE Calmar Ratio Rank: 8989
Calmar Ratio Rank
JREA.DE Martin Ratio Rank: 8888
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.

JEIP.DE vs. JREA.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEIP.DE) and JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) (JREA.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.


JEIP.DEJREA.DEDifference
Sharpe ratioReturn per unit of total volatility

-2.13

Sortino ratioReturn per unit of downside risk

-2.68

Omega ratioGain probability vs. loss probability

1.14

1.53

-0.38

Calmar ratioReturn relative to maximum drawdown

1.36

5.19

-3.83

Martin ratioReturn relative to average drawdown

3.69

18.76

-15.07

JEIP.DE vs. JREA.DE - Sharpe Ratio Comparison

The current JEIP.DE Sharpe Ratio is 0.81, which is lower than the JREA.DE Sharpe Ratio of 2.94. The chart below compares the historical Sharpe Ratios of JEIP.DE and JREA.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


JEIP.DEJREA.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.81

2.94

-2.13

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.31

0.67

-0.99

Drawdowns

JEIP.DE vs. JREA.DE - Drawdown Comparison

The maximum JEIP.DE drawdown since its inception was -19.56%, roughly equal to the maximum JREA.DE drawdown of -20.14%. Use the drawdown chart below to compare losses from any high point for JEIP.DE and JREA.DE.


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Drawdown Indicators


JEIP.DEJREA.DEDifference

Max Drawdown

Largest peak-to-trough decline

-19.56%

-20.14%

+0.58%

Max Drawdown (1Y)

Largest decline over 1 year

-4.88%

-9.64%

+4.76%

Max Drawdown (3Y)

Largest decline over 3 years

-20.14%

Current Drawdown

Current decline from peak

-7.15%

-2.73%

-4.42%

Average Drawdown

Average peak-to-trough decline

-8.26%

-6.28%

-1.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.80%

2.67%

-0.87%

Volatility

JEIP.DE vs. JREA.DE - Volatility Comparison

The current volatility for JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEIP.DE) is 2.47%, while JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) (JREA.DE) has a volatility of 7.19%. This indicates that JEIP.DE experiences smaller price fluctuations and is considered to be less risky than JREA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JEIP.DEJREA.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.47%

7.19%

-4.72%

Volatility (6M)

Calculated over the trailing 6-month period

5.52%

14.07%

-8.55%

Volatility (1Y)

Calculated over the trailing 1-year period

8.16%

17.02%

-8.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.09%

16.86%

-3.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.09%

16.86%

-3.77%

JEIP.DE vs. JREA.DE - Expense Ratio Comparison

JEIP.DE has a 0.35% expense ratio, which is higher than JREA.DE's 0.30% expense ratio.


Dividends

JEIP.DE vs. JREA.DE - Dividend Comparison

JEIP.DE's dividend yield for the trailing twelve months is around 8.31%, while JREA.DE has not paid dividends to shareholders.


Frequently Asked Questions


JEIP.DE and JREA.DE have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, JREA.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JREA.DE is cheaper with a 0.30% expense ratio, compared with 0.35% for JEIP.DE.

JEIP.DE is categorized as Derivative Income, while JREA.DE is Asia Pacific Equities. Their fees differ too: 0.35% for JEIP.DE and 0.30% for JREA.DE.

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