JEQP.L vs. WINC.AS
Compare and contrast key facts about JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L) and iShares World Equity High Income UCITS ETF USD Inc (WINC.AS).
JEQP.L and WINC.AS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JEQP.L is an actively managed fund by JPMorgan. It was launched on Oct 29, 2024. WINC.AS is an actively managed fund by iShares. It was launched on Mar 26, 2024.
Performance
JEQP.L vs. WINC.AS - Performance Comparison
Loading graphics...
JEQP.L vs. WINC.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | -1.18% | 6.86% | 4.36% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 1.05% | 13.28% | -0.03% |
Different Trading Currencies
JEQP.L is traded in GBp, while WINC.AS is traded in USD. To make them comparable, the WINC.AS 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 -1.18% return, which is significantly lower than WINC.AS's 1.05% return.
JEQP.L
- 1D
- 2.06%
- 1M
- -1.52%
- YTD
- -1.18%
- 6M
- 4.16%
- 1Y
- 17.46%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WINC.AS
- 1D
- 1.93%
- 1M
- -1.96%
- YTD
- 1.05%
- 6M
- 5.55%
- 1Y
- 17.66%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JEQP.L vs. WINC.AS - Expense Ratio Comparison
Both JEQP.L and WINC.AS have an expense ratio of 0.35%.
Return for Risk
JEQP.L vs. WINC.AS — Risk / Return Rank
JEQP.L
WINC.AS
JEQP.L vs. WINC.AS - 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 iShares World Equity High Income UCITS ETF USD Inc (WINC.AS). 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 | WINC.AS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.32 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.82 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.94 | 1.90 | +1.04 |
Martin ratioReturn relative to average drawdown | 10.32 | 8.66 | +1.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JEQP.L | WINC.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.32 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 1.08 | -0.61 |
Correlation
The correlation between JEQP.L and WINC.AS is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JEQP.L vs. WINC.AS - Dividend Comparison
JEQP.L's dividend yield for the trailing twelve months is around 11.04%, more than WINC.AS's 9.52% yield.
| TTM | 2025 | 2024 | |
|---|---|---|---|
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 11.04% | 10.25% | 0.73% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 9.52% | 9.38% | 4.88% |
Drawdowns
JEQP.L vs. WINC.AS - Drawdown Comparison
The maximum JEQP.L drawdown since its inception was -21.99%, which is greater than WINC.AS's maximum drawdown of -16.90%. Use the drawdown chart below to compare losses from any high point for JEQP.L and WINC.AS.
Loading graphics...
Drawdown Indicators
| JEQP.L | WINC.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.99% | -14.81% | -7.18% |
Max Drawdown (1Y)Largest decline over 1 year | -9.99% | -10.81% | +0.82% |
Current DrawdownCurrent decline from peak | -2.83% | -4.09% | +1.26% |
Average DrawdownAverage peak-to-trough decline | -5.46% | -1.61% | -3.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 2.09% | -0.42% |
Volatility
JEQP.L vs. WINC.AS - Volatility Comparison
The current volatility for JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L) is 4.50%, while iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) has a volatility of 4.88%. This indicates that JEQP.L experiences smaller price fluctuations and is considered to be less risky than WINC.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JEQP.L | WINC.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 4.88% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 8.25% | +1.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.37% | 13.46% | +1.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.68% | 13.43% | +2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 13.43% | +2.25% |