JEQP.DE vs. EQQB.DE
JEQP.DE (JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist)) and EQQB.DE (Invesco EQQQ Nasdaq-100 UCITS ETF Acc) are both Nasdaq-100 funds. JEQP.DE is actively managed, while EQQB.DE is passively managed. Over the past year, JEQP.DE returned 25.76% vs 36.14% for EQQB.DE. Their correlation of 0.85 suggests significant overlap in exposure. JEQP.DE charges 0.35%/yr vs 0.30%/yr for EQQB.DE.
Performance
JEQP.DE vs. EQQB.DE - Performance Comparison
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Returns By Period
In the year-to-date period, JEQP.DE achieves a 10.32% return, which is significantly lower than EQQB.DE's 19.81% return.
JEQP.DE
- 1D
- 0.00%
- 1M
- 1.68%
- YTD
- 10.32%
- 6M
- 10.86%
- 1Y
- 25.76%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EQQB.DE
- 1D
- 0.00%
- 1M
- 0.86%
- YTD
- 19.81%
- 6M
- 19.97%
- 1Y
- 36.14%
- 3Y*
- 24.46%
- 5Y*
- —
- 10Y*
- —
JEQP.DE vs. EQQB.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JEQP.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 10.32% | 1.98% | 2.22% |
EQQB.DE Invesco EQQQ Nasdaq-100 UCITS ETF Acc | 19.81% | 6.93% | 9.85% |
Correlation
The correlation between JEQP.DE and EQQB.DE is 0.83, 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 | 0.83 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2024 | 0.85 |
The correlation between JEQP.DE and EQQB.DE has been stable across timeframes, ranging from 0.83 to 0.85 - a consistent structural relationship.
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Return for Risk
JEQP.DE vs. EQQB.DE — Risk / Return Rank
JEQP.DE
EQQB.DE
JEQP.DE vs. EQQB.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 (Dist) (JEQP.DE) and Invesco EQQQ Nasdaq-100 UCITS ETF Acc (EQQB.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JEQP.DE | EQQB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.38 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.65 | 3.60 | +1.05 |
| Martin ratioReturn relative to average drawdown | 15.70 | 10.54 | +5.16 |
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Drawdowns
JEQP.DE vs. EQQB.DE - Drawdown Comparison
The maximum JEQP.DE drawdown since its inception was -24.03%, smaller than the maximum EQQB.DE drawdown of -26.59%. Use the drawdown chart below to compare losses from any high point for JEQP.DE and EQQB.DE.
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Drawdown Indicators
| JEQP.DE | EQQB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.03% | -26.59% | +2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -5.56% | -10.08% | +4.52% |
Max Drawdown (3Y)Largest decline over 3 years | — | -26.59% | — |
Current DrawdownCurrent decline from peak | -1.40% | -1.91% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -5.69% | -6.71% | +1.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 3.44% | -1.80% |
Volatility
JEQP.DE vs. EQQB.DE - Volatility Comparison
The current volatility for JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEQP.DE) is 4.30%, while Invesco EQQQ Nasdaq-100 UCITS ETF Acc (EQQB.DE) has a volatility of 5.92%. This indicates that JEQP.DE experiences smaller price fluctuations and is considered to be less risky than EQQB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JEQP.DE | EQQB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 5.92% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.16% | 12.01% | -2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.60% | 16.70% | -4.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.63% | 20.05% | -3.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.63% | 20.05% | -3.42% |
JEQP.DE vs. EQQB.DE - Expense Ratio Comparison
JEQP.DE has a 0.35% expense ratio, which is higher than EQQB.DE's 0.30% expense ratio.
Dividends
JEQP.DE vs. EQQB.DE - Dividend Comparison
JEQP.DE's dividend yield for the trailing twelve months is around 8.81%, while EQQB.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
EQQB.DE Invesco EQQQ Nasdaq-100 UCITS ETF Acc | 0.00% | 0.00% | 0.00% |
JEQP.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 8.81% | 10.43% | 0.73% |
Frequently Asked Questions
JEQP.DE and EQQB.DE have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EQQB.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EQQB.DE is cheaper with a 0.30% expense ratio, compared with 0.35% for JEQP.DE.
They also come from different issuers: JPMorgan and Invesco. Their fees differ too: 0.35% for JEQP.DE and 0.30% for EQQB.DE.
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