JEQP.DE vs. TROW
Compare and contrast key facts about JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEQP.DE) and T. Rowe Price Group, Inc. (TROW).
JEQP.DE is an actively managed fund by JPMorgan. It was launched on Oct 29, 2024.
Performance
JEQP.DE vs. TROW - Performance Comparison
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JEQP.DE vs. TROW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JEQP.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | -1.24% | 0.68% | 5.67% |
TROW T. Rowe Price Group, Inc. | -9.54% | -15.98% | -2.38% |
Different Trading Currencies
JEQP.DE is traded in EUR, while TROW is traded in USD. To make them comparable, the TROW values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, JEQP.DE achieves a -1.24% return, which is significantly higher than TROW's -9.54% return.
JEQP.DE
- 1D
- 2.26%
- 1M
- -1.31%
- YTD
- -1.24%
- 6M
- 3.42%
- 1Y
- 11.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TROW
- 1D
- -0.40%
- 1M
- -2.90%
- YTD
- -9.54%
- 6M
- -7.35%
- 1Y
- -4.21%
- 3Y*
- -4.84%
- 5Y*
- -7.96%
- 10Y*
- 5.63%
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Return for Risk
JEQP.DE vs. TROW — Risk / Return Rank
JEQP.DE
TROW
JEQP.DE vs. TROW - 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 T. Rowe Price Group, Inc. (TROW). 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.
| JEQP.DE | TROW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | -0.13 | +0.81 |
Sortino ratioReturn per unit of downside risk | 1.00 | 0.03 | +0.97 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.00 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | -0.19 | +1.73 |
Martin ratioReturn relative to average drawdown | 5.66 | -0.43 | +6.09 |
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
| JEQP.DE | TROW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | -0.13 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.27 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.19 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.21 | +0.01 |
Correlation
The correlation between JEQP.DE and TROW is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JEQP.DE vs. TROW - Dividend Comparison
JEQP.DE's dividend yield for the trailing twelve months is around 9.60%, more than TROW's 5.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JEQP.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 9.60% | 9.22% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TROW T. Rowe Price Group, Inc. | 5.69% | 4.96% | 4.39% | 4.53% | 4.40% | 3.72% | 2.38% | 2.50% | 3.03% | 2.17% | 2.87% | 5.71% |
Drawdowns
JEQP.DE vs. TROW - Drawdown Comparison
The maximum JEQP.DE drawdown since its inception was -24.10%, smaller than the maximum TROW drawdown of -62.66%. Use the drawdown chart below to compare losses from any high point for JEQP.DE and TROW.
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Drawdown Indicators
| JEQP.DE | TROW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.10% | -67.43% | +43.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -19.76% | +7.24% |
Max Drawdown (5Y)Largest decline over 5 years | — | -58.16% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -58.16% | — |
Current DrawdownCurrent decline from peak | -3.73% | -50.63% | +46.90% |
Average DrawdownAverage peak-to-trough decline | -6.92% | -16.54% | +9.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 7.76% | -5.82% |
Volatility
JEQP.DE vs. TROW - Volatility Comparison
The current volatility for JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEQP.DE) is 4.70%, while T. Rowe Price Group, Inc. (TROW) has a volatility of 5.30%. This indicates that JEQP.DE experiences smaller price fluctuations and is considered to be less risky than TROW 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 | TROW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.70% | 5.30% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 9.95% | 18.85% | -8.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.85% | 31.62% | -14.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 29.74% | -12.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 30.02% | -13.11% |