JEPQ vs. JEQP.L
Compare and contrast key facts about JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) and JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L).
JEPQ 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. JEPQ is a passively managed fund by JPMorgan that tracks the performance of the Nasdaq-100 Index. It was launched on May 3, 2022. JEQP.L is an actively managed fund by JPMorgan. It was launched on Oct 29, 2024.
Performance
JEPQ vs. JEQP.L - Performance Comparison
Loading graphics...
JEPQ vs. JEQP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | -1.76% | 15.18% | 1.24% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | -2.49% | 14.92% | 2.43% |
Different Trading Currencies
JEPQ 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, JEPQ achieves a -1.76% return, which is significantly higher than JEQP.L's -2.49% return.
JEPQ
- 1D
- 0.13%
- 1M
- -1.64%
- YTD
- -1.76%
- 6M
- 2.43%
- 1Y
- 19.67%
- 3Y*
- 19.59%
- 5Y*
- —
- 10Y*
- —
JEQP.L
- 1D
- -0.15%
- 1M
- -1.59%
- YTD
- -2.49%
- 6M
- 2.04%
- 1Y
- 19.72%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JEPQ vs. JEQP.L - Expense Ratio Comparison
Both JEPQ and JEQP.L have an expense ratio of 0.35%.
Return for Risk
JEPQ vs. JEQP.L — Risk / Return Rank
JEPQ
JEQP.L
JEPQ vs. JEQP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) 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.
| JEPQ | JEQP.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.21 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.75 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.82 | -1.06 |
Martin ratioReturn relative to average drawdown | 8.55 | 12.50 | -3.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JEPQ | JEQP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.21 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.65 | +0.19 |
Correlation
The correlation between JEPQ and JEQP.L is 0.61, 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
JEPQ vs. JEQP.L - Dividend Comparison
JEPQ's dividend yield for the trailing twelve months is around 11.12%, more than JEQP.L's 11.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 11.12% | 10.53% | 9.65% | 10.03% | 9.44% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 11.00% | 10.25% | 0.73% | 0.00% | 0.00% |
Drawdowns
JEPQ vs. JEQP.L - Drawdown Comparison
The maximum JEPQ drawdown since its inception was -20.07%, roughly equal to the maximum JEQP.L drawdown of -20.32%. Use the drawdown chart below to compare losses from any high point for JEPQ and JEQP.L.
Loading graphics...
Drawdown Indicators
| JEPQ | JEQP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.07% | -21.99% | +1.92% |
Max Drawdown (1Y)Largest decline over 1 year | -8.82% | -5.85% | -2.97% |
Current DrawdownCurrent decline from peak | -4.77% | -2.51% | -2.26% |
Average DrawdownAverage peak-to-trough decline | -3.55% | -5.45% | +1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 1.58% | +0.80% |
Volatility
JEPQ vs. JEQP.L - Volatility Comparison
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a higher volatility of 5.94% compared to JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L) at 5.01%. This indicates that JEPQ's price experiences larger fluctuations and is considered to be riskier than JEQP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JEPQ | JEQP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 5.01% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 10.52% | 10.22% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.53% | 16.22% | +2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.90% | 16.23% | +0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.90% | 16.23% | +0.67% |