JEPI.L vs. JEQP.L
Compare and contrast key facts about JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEPI.L) and JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L).
JEPI.L and JEQP.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JEPI.L is an actively managed fund by JPMorgan. It was launched on Oct 29, 2024. JEQP.L is an actively managed fund by JPMorgan. It was launched on Oct 29, 2024.
Performance
JEPI.L vs. JEQP.L - Performance Comparison
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JEPI.L vs. JEQP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JEPI.L JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) | -0.07% | 8.11% | -2.52% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | -2.29% | 14.92% | 2.43% |
Different Trading Currencies
JEPI.L is traded in USD, while JEQP.L is traded in GBp. To make them comparable, the JEQP.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, JEPI.L achieves a -0.07% return, which is significantly higher than JEQP.L's -2.29% return.
JEPI.L
- 1D
- 1.28%
- 1M
- -4.07%
- YTD
- -0.07%
- 6M
- 3.25%
- 1Y
- 8.12%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JEQP.L
- 1D
- 2.74%
- 1M
- -2.26%
- YTD
- -2.29%
- 6M
- 2.84%
- 1Y
- 20.93%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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JEPI.L vs. JEQP.L - Expense Ratio Comparison
Both JEPI.L and JEQP.L have an expense ratio of 0.35%.
Return for Risk
JEPI.L vs. JEQP.L — Risk / Return Rank
JEPI.L
JEQP.L
JEPI.L vs. JEQP.L - 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) (JEPI.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.
| JEPI.L | JEQP.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 1.28 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.85 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.28 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 2.32 | -1.40 |
Martin ratioReturn relative to average drawdown | 4.50 | 9.68 | -5.18 |
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
| JEPI.L | JEQP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 1.28 | -0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.66 | -0.32 |
Correlation
The correlation between JEPI.L and JEQP.L is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JEPI.L vs. JEQP.L - Dividend Comparison
JEPI.L's dividend yield for the trailing twelve months is around 7.58%, less than JEQP.L's 11.04% yield.
| TTM | 2025 | 2024 | |
|---|---|---|---|
JEPI.L JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) | 7.58% | 7.08% | 0.62% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 11.04% | 10.25% | 0.73% |
Drawdowns
JEPI.L vs. JEQP.L - Drawdown Comparison
The maximum JEPI.L drawdown since its inception was -14.36%, smaller than the maximum JEQP.L drawdown of -20.32%. Use the drawdown chart below to compare losses from any high point for JEPI.L and JEQP.L.
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Drawdown Indicators
| JEPI.L | JEQP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.36% | -21.99% | +7.63% |
Max Drawdown (1Y)Largest decline over 1 year | -10.51% | -9.99% | -0.52% |
Current DrawdownCurrent decline from peak | -4.71% | -2.83% | -1.88% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -5.46% | +3.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 1.67% | +0.13% |
Volatility
JEPI.L vs. JEQP.L - Volatility Comparison
The current volatility for JPMorgan US Equity Premium Income Active UCITS ETF USD (Dist) (JEPI.L) is 3.39%, while JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L) has a volatility of 5.30%. This indicates that JEPI.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
| JEPI.L | JEQP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 5.30% | -1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 6.02% | 10.23% | -4.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.67% | 16.32% | -3.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.02% | 16.26% | -4.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.02% | 16.26% | -4.24% |