JEQP.DE vs. TRET.DE
JEQP.DE (JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist)) and TRET.DE (VanEck Global Real Estate UCITS ETF) are both exchange-traded funds - JEQP.DE is a Nasdaq-100 fund actively managed by JPMorgan, while TRET.DE is a REIT fund tracking the GPR Global 100. JEQP.DE is actively managed, while TRET.DE is passively managed. Over the past year, JEQP.DE returned 25.32% vs 17.68% for TRET.DE. At a 0.22 correlation, their price movements are largely independent. JEQP.DE charges 0.35%/yr vs 0.25%/yr for TRET.DE.
Performance
JEQP.DE vs. TRET.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with JEQP.DE having a 12.05% return and TRET.DE slightly higher at 12.48%.
JEQP.DE
- 1D
- 0.00%
- 1M
- 1.09%
- 6M
- 10.81%
- YTD
- 12.05%
- 1Y
- 25.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TRET.DE
- 1D
- -0.19%
- 1M
- 2.51%
- 6M
- 9.50%
- YTD
- 12.48%
- 1Y
- 17.68%
- 3Y*
- 10.19%
- 5Y*
- 3.35%
- 10Y*
- —
JEQP.DE vs. TRET.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JEQP.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 12.05% | 1.98% | 2.22% |
TRET.DE VanEck Global Real Estate UCITS ETF | 12.48% | 1.89% | -1.82% |
Correlation
The correlation between JEQP.DE and TRET.DE is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2024 | 0.22 |
The correlation between JEQP.DE and TRET.DE shifts across timeframes, from 0.08 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
JEQP.DE vs. TRET.DE — Risk / Return Rank
JEQP.DE
TRET.DE
JEQP.DE vs. TRET.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 VanEck Global Real Estate UCITS ETF (TRET.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 | TRET.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.49 | ||
| Sortino ratioReturn per unit of downside risk | +0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.25 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 4.57 | 2.10 | +2.47 |
| Martin ratioReturn relative to average drawdown | 15.18 | 6.99 | +8.19 |
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Drawdowns
JEQP.DE vs. TRET.DE - Drawdown Comparison
The maximum JEQP.DE drawdown since its inception was -24.03%, smaller than the maximum TRET.DE drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for JEQP.DE and TRET.DE.
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Drawdown Indicators
| JEQP.DE | TRET.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.03% | -41.74% | +17.71% |
Max Drawdown (1Y)Largest decline over 1 year | -5.56% | -8.37% | +2.81% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.60% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -30.36% | — |
Current DrawdownCurrent decline from peak | -1.05% | -1.74% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -5.54% | -12.01% | +6.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 2.52% | -0.85% |
Volatility
JEQP.DE vs. TRET.DE - Volatility Comparison
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEQP.DE) has a higher volatility of 4.76% compared to VanEck Global Real Estate UCITS ETF (TRET.DE) at 3.83%. This indicates that JEQP.DE's price experiences larger fluctuations and is considered to be riskier than TRET.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 | TRET.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 3.83% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 9.98% | -0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.11% | 12.11% | +1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.63% | 15.26% | +1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.63% | 17.81% | -1.18% |
JEQP.DE vs. TRET.DE - Expense Ratio Comparison
JEQP.DE has a 0.35% expense ratio, which is higher than TRET.DE's 0.25% expense ratio.
Dividends
JEQP.DE vs. TRET.DE - Dividend Comparison
JEQP.DE's dividend yield for the trailing twelve months is around 9.93%, more than TRET.DE's 3.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
JEQP.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 9.93% | 10.43% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TRET.DE VanEck Global Real Estate UCITS ETF | 3.26% | 3.66% | 3.44% | 3.66% | 4.69% | 1.78% | 4.45% | 3.31% | 1.39% |
Frequently Asked Questions
JEQP.DE and TRET.DE have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TRET.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TRET.DE is cheaper with a 0.25% expense ratio, compared with 0.35% for JEQP.DE.
JEQP.DE is categorized as Nasdaq-100, while TRET.DE is REIT. They also come from different issuers: JPMorgan and VanEck. Their fees differ too: 0.35% for JEQP.DE and 0.25% for TRET.DE.
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