JEQP.L vs. EQQS.L
JEQP.L (JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP) and EQQS.L (Invesco NASDAQ-100 Swap UCITS ETF Acc) are both Nasdaq-100 funds. JEQP.L is actively managed, while EQQS.L is passively managed. Over the past year, JEQP.L returned 27.35% vs 37.12% for EQQS.L. Their correlation of 0.81 suggests significant overlap in exposure. JEQP.L charges 0.35%/yr vs 0.20%/yr for EQQS.L.
Performance
JEQP.L vs. EQQS.L - Performance Comparison
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Different Trading Currencies
JEQP.L is traded in GBp, while EQQS.L is traded in USD. To make them comparable, the EQQS.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, JEQP.L achieves a 9.16% return, which is significantly lower than EQQS.L's 18.10% return.
JEQP.L
- 1D
- 0.00%
- 1M
- 1.60%
- YTD
- 9.16%
- 6M
- 9.31%
- 1Y
- 27.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EQQS.L
- 1D
- -0.64%
- 1M
- -0.05%
- YTD
- 18.10%
- 6M
- 17.64%
- 1Y
- 37.12%
- 3Y*
- 24.65%
- 5Y*
- 17.19%
- 10Y*
- —
JEQP.L vs. EQQS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 9.16% | 6.86% | -16.74% |
EQQS.L Invesco NASDAQ-100 Swap UCITS ETF Acc | 18.10% | 11.31% | 8.37% |
Correlation
The correlation between JEQP.L and EQQS.L is 0.79, 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 | 0.79 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2024 | 0.81 |
The correlation between JEQP.L and EQQS.L has been stable across timeframes, ranging from 0.79 to 0.81 - a consistent structural relationship.
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Return for Risk
JEQP.L vs. EQQS.L — Risk / Return Rank
JEQP.L
EQQS.L
JEQP.L vs. EQQS.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 Invesco NASDAQ-100 Swap UCITS ETF Acc (EQQS.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.
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.L | EQQS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.40 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 4.87 | 3.33 | +1.54 |
| Martin ratioReturn relative to average drawdown | 17.29 | 9.28 | +8.02 |
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Drawdowns
JEQP.L vs. EQQS.L - Drawdown Comparison
The maximum JEQP.L drawdown since its inception was -99.02%, which is greater than EQQS.L's maximum drawdown of -27.47%. Use the drawdown chart below to compare losses from any high point for JEQP.L and EQQS.L.
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Drawdown Indicators
| JEQP.L | EQQS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.02% | -27.47% | -71.55% |
Max Drawdown (1Y)Largest decline over 1 year | -5.64% | -11.10% | +5.46% |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.24% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.47% | — |
Current DrawdownCurrent decline from peak | -2.88% | -3.10% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -16.19% | -7.05% | -9.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 3.99% | -2.40% |
Volatility
JEQP.L vs. EQQS.L - Volatility Comparison
The current volatility for JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L) is 4.79%, while Invesco NASDAQ-100 Swap UCITS ETF Acc (EQQS.L) has a volatility of 6.32%. This indicates that JEQP.L experiences smaller price fluctuations and is considered to be less risky than EQQS.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 | EQQS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 6.32% | -1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 8.83% | 12.70% | -3.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.11% | 16.56% | -4.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6,114.20% | 20.18% | +6,094.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6,114.20% | 20.00% | +6,094.20% |
JEQP.L vs. EQQS.L - Expense Ratio Comparison
JEQP.L has a 0.35% expense ratio, which is higher than EQQS.L's 0.20% expense ratio.
Dividends
JEQP.L vs. EQQS.L - Dividend Comparison
JEQP.L's dividend yield for the trailing twelve months is around 8.86%, while EQQS.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
EQQS.L Invesco NASDAQ-100 Swap UCITS ETF Acc | 0.00% | 0.00% | 0.00% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 8.86% | 10.25% | 0.73% |
Frequently Asked Questions
JEQP.L and EQQS.L have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EQQS.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EQQS.L is cheaper with a 0.20% expense ratio, compared with 0.35% for JEQP.L.
They also come from different issuers: JPMorgan and Invesco. Their fees differ too: 0.35% for JEQP.L and 0.20% for EQQS.L.
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