JEQP.L vs. BBDD.L
JEQP.L (JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP) and BBDD.L (JPMorgan BetaBuilders US Equity UCITS ETF (Dist)) are both exchange-traded funds - JEQP.L is a Nasdaq-100 fund actively managed by JPMorgan, while BBDD.L is a Large Cap Blend Equities fund tracking the Russell 1000 TR USD. JEQP.L is actively managed, while BBDD.L is passively managed. Over the past year, JEQP.L returned 29.63% vs 28.42% for BBDD.L. Their correlation of 0.87 suggests significant overlap in exposure. JEQP.L charges 0.35%/yr vs 0.05%/yr for BBDD.L.
Performance
JEQP.L vs. BBDD.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 BBDD.L's 10.30% return.
JEQP.L
- 1D
- -0.35%
- 1M
- 4.24%
- YTD
- 8.97%
- 6M
- 8.46%
- 1Y
- 29.63%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBDD.L
- 1D
- 0.06%
- 1M
- 4.59%
- YTD
- 10.30%
- 6M
- 9.47%
- 1Y
- 28.42%
- 3Y*
- 19.09%
- 5Y*
- 14.50%
- 10Y*
- —
JEQP.L vs. BBDD.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% |
BBDD.L JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 10.30% | 9.41% | 3.42% |
Correlation
The correlation between JEQP.L and BBDD.L is 0.85, 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 | 0.85 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2024 | 0.87 |
The correlation between JEQP.L and BBDD.L has been stable across timeframes, ranging from 0.85 to 0.87 - a consistent structural relationship.
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Return for Risk
JEQP.L vs. BBDD.L — Risk / Return Rank
JEQP.L
BBDD.L
JEQP.L vs. BBDD.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 JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.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 | BBDD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.50 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 5.23 | 3.66 | +1.57 |
| Martin ratioReturn relative to average drawdown | 19.59 | 12.78 | +6.82 |
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 | BBDD.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.63 | 2.69 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.00 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.96 | -0.02 |
Drawdowns
JEQP.L vs. BBDD.L - Drawdown Comparison
The maximum JEQP.L drawdown since its inception was -22.00%, smaller than the maximum BBDD.L drawdown of -25.72%. Use the drawdown chart below to compare losses from any high point for JEQP.L and BBDD.L.
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Drawdown Indicators
| JEQP.L | BBDD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.00% | -25.72% | +3.72% |
Max Drawdown (1Y)Largest decline over 1 year | -5.64% | -7.78% | +2.14% |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.41% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.41% | — |
Current DrawdownCurrent decline from peak | -0.35% | -0.16% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -4.92% | -3.72% | -1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.51% | 2.23% | -0.72% |
Volatility
JEQP.L vs. BBDD.L - Volatility Comparison
The current volatility for JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L) is 1.57%, while JPMorgan BetaBuilders US Equity UCITS ETF (Dist) (BBDD.L) has a volatility of 2.63%. This indicates that JEQP.L experiences smaller price fluctuations and is considered to be less risky than BBDD.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 | BBDD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 2.63% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.83% | 7.24% | +0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.20% | 10.57% | +0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.88% | 14.47% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.88% | 16.17% | -1.29% |
JEQP.L vs. BBDD.L - Expense Ratio Comparison
JEQP.L has a 0.35% expense ratio, which is higher than BBDD.L's 0.05% expense ratio.
Dividends
JEQP.L vs. BBDD.L - Dividend Comparison
JEQP.L's dividend yield for the trailing twelve months is around 10.21%, more than BBDD.L's 0.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBDD.L JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 0.99% | 1.12% | 0.99% | 1.31% | 1.44% | 0.94% | 1.46% | 0.79% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 10.21% | 10.04% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JEQP.L and BBDD.L have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBDD.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBDD.L is cheaper with a 0.05% expense ratio, compared with 0.35% for JEQP.L.
JEQP.L is categorized as Nasdaq-100, while BBDD.L is Large Cap Blend Equities. Their fees differ too: 0.35% for JEQP.L and 0.05% for BBDD.L.
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