PortfoliosLab logoPortfoliosLab logo
JEQA.DE vs. N1ES.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JEQA.DE vs. N1ES.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) (JEQA.DE) and Invesco Nasdaq-100 ESG UCITS ETF Acc (N1ES.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, JEQA.DE achieves a 9.86% return, which is significantly lower than N1ES.DE's 21.31% return.


JEQA.DE

1D
-0.39%
1M
4.23%
YTD
9.86%
6M
9.54%
1Y
26.19%
3Y*
5Y*
10Y*

N1ES.DE

1D
-0.74%
1M
8.84%
YTD
21.31%
6M
19.74%
1Y
39.34%
3Y*
25.46%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JEQA.DE vs. N1ES.DE - Yearly Performance Comparison


Correlation

The correlation between JEQA.DE and N1ES.DE is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.90

Correlation (All Time)
Calculated using the full available price history since Nov 8, 2024

0.90

The correlation between JEQA.DE and N1ES.DE has been stable across timeframes, ranging from 0.90 to 0.90 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

JEQA.DE vs. N1ES.DE — Risk / Return Rank

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

JEQA.DE
JEQA.DE Risk / Return Rank: 7676
Overall Rank
JEQA.DE Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
JEQA.DE Sortino Ratio Rank: 6767
Sortino Ratio Rank
JEQA.DE Omega Ratio Rank: 7373
Omega Ratio Rank
JEQA.DE Calmar Ratio Rank: 8585
Calmar Ratio Rank
JEQA.DE Martin Ratio Rank: 8383
Martin Ratio Rank

N1ES.DE
N1ES.DE Risk / Return Rank: 7171
Overall Rank
N1ES.DE Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
N1ES.DE Sortino Ratio Rank: 7171
Sortino Ratio Rank
N1ES.DE Omega Ratio Rank: 7171
Omega Ratio Rank
N1ES.DE Calmar Ratio Rank: 7474
Calmar Ratio Rank
N1ES.DE Martin Ratio Rank: 6060
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.

JEQA.DE vs. N1ES.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) (JEQA.DE) and Invesco Nasdaq-100 ESG UCITS ETF Acc (N1ES.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.


JEQA.DEN1ES.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.17

Sortino ratioReturn per unit of downside risk

-0.16

Omega ratioGain probability vs. loss probability

1.43

1.42

+0.01

Calmar ratioReturn relative to maximum drawdown

4.62

3.69

+0.93

Martin ratioReturn relative to average drawdown

16.56

10.62

+5.94

JEQA.DE vs. N1ES.DE - Sharpe Ratio Comparison

The current JEQA.DE Sharpe Ratio is 2.24, which is comparable to the N1ES.DE Sharpe Ratio of 2.42. The chart below compares the historical Sharpe Ratios of JEQA.DE and N1ES.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.


Loading charts...

Sharpe Ratios by Period


JEQA.DEN1ES.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.24

2.42

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.81

-0.14

Drawdowns

JEQA.DE vs. N1ES.DE - Drawdown Comparison

The maximum JEQA.DE drawdown since its inception was -24.26%, smaller than the maximum N1ES.DE drawdown of -29.96%. Use the drawdown chart below to compare losses from any high point for JEQA.DE and N1ES.DE.


Loading charts...

Drawdown Indicators


JEQA.DEN1ES.DEDifference

Max Drawdown

Largest peak-to-trough decline

-24.26%

-29.96%

+5.70%

Max Drawdown (1Y)

Largest decline over 1 year

-5.73%

-10.86%

+5.13%

Max Drawdown (3Y)

Largest decline over 3 years

-26.65%

Current Drawdown

Current decline from peak

-0.39%

-0.74%

+0.35%

Average Drawdown

Average peak-to-trough decline

-5.85%

-8.51%

+2.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.60%

3.78%

-2.18%

Volatility

JEQA.DE vs. N1ES.DE - Volatility Comparison

The current volatility for JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) (JEQA.DE) is 1.37%, while Invesco Nasdaq-100 ESG UCITS ETF Acc (N1ES.DE) has a volatility of 4.64%. This indicates that JEQA.DE experiences smaller price fluctuations and is considered to be less risky than N1ES.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


JEQA.DEN1ES.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.37%

4.64%

-3.27%

Volatility (6M)

Calculated over the trailing 6-month period

8.09%

11.63%

-3.54%

Volatility (1Y)

Calculated over the trailing 1-year period

11.82%

16.59%

-4.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.42%

20.73%

-4.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.42%

20.73%

-4.31%

JEQA.DE vs. N1ES.DE - Expense Ratio Comparison

JEQA.DE has a 0.35% expense ratio, which is higher than N1ES.DE's 0.25% expense ratio.


Dividends

JEQA.DE vs. N1ES.DE - Dividend Comparison

Neither JEQA.DE nor N1ES.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


JEQA.DE and N1ES.DE have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, N1ES.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

N1ES.DE is cheaper with a 0.25% expense ratio, compared with 0.35% for JEQA.DE.

They also come from different issuers: JPMorgan and Invesco. Their fees differ too: 0.35% for JEQA.DE and 0.25% for N1ES.DE.

Portfolio Optimizer

Find the right allocation for JEQA.DE and N1ES.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer