JEQP.L vs. ANXG.L
JEQP.L (JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP) and ANXG.L (Amundi Nasdaq-100 UCITS USD) are both Nasdaq-100 funds. JEQP.L is actively managed, while ANXG.L is passively managed. Over the past year, JEQP.L returned 29.63% vs 41.02% for ANXG.L. Their correlation of 0.82 suggests significant overlap in exposure. JEQP.L charges 0.35%/yr vs 0.13%/yr for ANXG.L.
Performance
JEQP.L vs. ANXG.L - Performance Comparison
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Returns By Period
In the year-to-date period, JEQP.L achieves a 8.97% return, which is significantly lower than ANXG.L's 19.88% return.
JEQP.L
- 1D
- -0.35%
- 1M
- 4.24%
- YTD
- 8.97%
- 6M
- 8.46%
- 1Y
- 29.63%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ANXG.L
- 1D
- -0.64%
- 1M
- 8.17%
- YTD
- 19.88%
- 6M
- 17.66%
- 1Y
- 41.02%
- 3Y*
- 24.84%
- 5Y*
- 19.03%
- 10Y*
- 22.61%
JEQP.L vs. ANXG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 8.97% | 6.58% | 5.67% |
ANXG.L Amundi Nasdaq-100 UCITS USD | 19.88% | 11.70% | 6.01% |
Correlation
The correlation between JEQP.L and ANXG.L is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2024 | 0.82 |
The correlation between JEQP.L and ANXG.L has been stable across timeframes, ranging from 0.76 to 0.82 - a consistent structural relationship.
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Return for Risk
JEQP.L vs. ANXG.L — Risk / Return Rank
JEQP.L
ANXG.L
JEQP.L vs. ANXG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L) and Amundi Nasdaq-100 UCITS USD (ANXG.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.
| JEQP.L | ANXG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.48 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 5.23 | 3.75 | +1.48 |
| Martin ratioReturn relative to average drawdown | 19.59 | 10.95 | +8.64 |
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.L | ANXG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.63 | 2.85 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.99 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.17 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 1.18 | -0.24 |
Drawdowns
JEQP.L vs. ANXG.L - Drawdown Comparison
The maximum JEQP.L drawdown since its inception was -22.00%, smaller than the maximum ANXG.L drawdown of -27.69%. Use the drawdown chart below to compare losses from any high point for JEQP.L and ANXG.L.
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Drawdown Indicators
| JEQP.L | ANXG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.00% | -27.69% | +5.69% |
Max Drawdown (1Y)Largest decline over 1 year | -5.64% | -11.12% | +5.48% |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.54% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.69% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.69% | — |
Current DrawdownCurrent decline from peak | -0.35% | -0.64% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -4.92% | -5.35% | +0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.51% | 3.81% | -2.30% |
Volatility
JEQP.L vs. ANXG.L - Volatility Comparison
The current volatility for JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L) is 1.57%, while Amundi Nasdaq-100 UCITS USD (ANXG.L) has a volatility of 4.14%. This indicates that JEQP.L experiences smaller price fluctuations and is considered to be less risky than ANXG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JEQP.L | ANXG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 4.14% | -2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 7.83% | 10.39% | -2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.20% | 14.62% | -3.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.88% | 19.12% | -4.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.88% | 19.31% | -4.43% |
JEQP.L vs. ANXG.L - Expense Ratio Comparison
JEQP.L has a 0.35% expense ratio, which is higher than ANXG.L's 0.13% expense ratio.
Dividends
JEQP.L vs. ANXG.L - Dividend Comparison
JEQP.L's dividend yield for the trailing twelve months is around 10.21%, while ANXG.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
ANXG.L Amundi Nasdaq-100 UCITS USD | 0.00% | 0.00% | 0.00% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 10.21% | 10.04% | 0.73% |
Frequently Asked Questions
JEQP.L and ANXG.L have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ANXG.L is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ANXG.L is cheaper with a 0.13% expense ratio, compared with 0.35% for JEQP.L.
They also come from different issuers: JPMorgan and Amundi. Their fees differ too: 0.35% for JEQP.L and 0.13% for ANXG.L.
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