JEPQ.L vs. JUKC.L
JEPQ.L (JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist)) and JUKC.L (JPMorgan UK Equity Core UCITS ETF GBP (acc)) are both exchange-traded funds - JEPQ.L is a Nasdaq-100 fund actively managed by JPMorgan, while JUKC.L is a Europe Equities fund tracking the FTSE AllSh TR GBP. JEPQ.L is actively managed, while JUKC.L is passively managed. Over the past year, JEPQ.L returned 28.73% vs 19.71% for JUKC.L. At a 0.39 correlation, their price movements are largely independent. JEPQ.L charges 0.35%/yr vs 0.25%/yr for JUKC.L.
Performance
JEPQ.L vs. JUKC.L - Performance Comparison
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Different Trading Currencies
JEPQ.L is traded in USD, while JUKC.L is traded in GBp. To make them comparable, the JUKC.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, JEPQ.L achieves a 8.75% return, which is significantly higher than JUKC.L's 6.21% return.
JEPQ.L
- 1D
- -0.84%
- 1M
- 3.01%
- YTD
- 8.75%
- 6M
- 9.37%
- 1Y
- 28.73%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JUKC.L
- 1D
- 0.39%
- 1M
- 1.31%
- YTD
- 6.21%
- 6M
- 9.16%
- 1Y
- 19.71%
- 3Y*
- 17.94%
- 5Y*
- —
- 10Y*
- —
JEPQ.L vs. JUKC.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JEPQ.L JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 8.75% | 14.77% | 2.89% |
JUKC.L JPMorgan UK Equity Core UCITS ETF GBP (acc) | 6.21% | 34.38% | -2.30% |
Correlation
The correlation between JEPQ.L and JUKC.L is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2024 | 0.39 |
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Return for Risk
JEPQ.L vs. JUKC.L — Risk / Return Rank
JEPQ.L
JUKC.L
JEPQ.L vs. JUKC.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEPQ.L) and JPMorgan UK Equity Core UCITS ETF GBP (acc) (JUKC.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.
| JEPQ.L | JUKC.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.95 | ||
| Sortino ratioReturn per unit of downside risk | +1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.26 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 3.48 | 2.01 | +1.47 |
| Martin ratioReturn relative to average drawdown | 15.39 | 7.01 | +8.38 |
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
| JEPQ.L | JUKC.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.41 | 1.45 | +0.95 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 1.02 | +0.06 |
Drawdowns
JEPQ.L vs. JUKC.L - Drawdown Comparison
The maximum JEPQ.L drawdown since its inception was -20.10%, which is greater than JUKC.L's maximum drawdown of -18.54%. Use the drawdown chart below to compare losses from any high point for JEPQ.L and JUKC.L.
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Drawdown Indicators
| JEPQ.L | JUKC.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.10% | -18.54% | -1.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.28% | -9.77% | +1.49% |
Max Drawdown (3Y)Largest decline over 3 years | — | -13.37% | — |
Current DrawdownCurrent decline from peak | -0.84% | -3.78% | +2.94% |
Average DrawdownAverage peak-to-trough decline | -2.77% | -2.92% | +0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 2.80% | -0.93% |
Volatility
JEPQ.L vs. JUKC.L - Volatility Comparison
The current volatility for JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEPQ.L) is 1.99%, while JPMorgan UK Equity Core UCITS ETF GBP (acc) (JUKC.L) has a volatility of 4.94%. This indicates that JEPQ.L experiences smaller price fluctuations and is considered to be less risky than JUKC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JEPQ.L | JUKC.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.99% | 4.94% | -2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 8.97% | 11.30% | -2.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.95% | 13.51% | -1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.99% | 15.91% | +0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.99% | 15.91% | +0.08% |
JEPQ.L vs. JUKC.L - Expense Ratio Comparison
JEPQ.L has a 0.35% expense ratio, which is higher than JUKC.L's 0.25% expense ratio.
Dividends
JEPQ.L vs. JUKC.L - Dividend Comparison
JEPQ.L's dividend yield for the trailing twelve months is around 10.20%, while JUKC.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
JEPQ.L JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 10.20% | 10.06% | 0.74% |
JUKC.L JPMorgan UK Equity Core UCITS ETF GBP (acc) | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JEPQ.L and JUKC.L have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JUKC.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JUKC.L is cheaper with a 0.25% expense ratio, compared with 0.35% for JEPQ.L.
JEPQ.L is categorized as Nasdaq-100, while JUKC.L is Europe Equities. Their fees differ too: 0.35% for JEPQ.L and 0.25% for JUKC.L.
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