JPST.L vs. JEPQ.L
JPST.L (JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist)) and JEPQ.L (JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist)) are both exchange-traded funds - JPST.L is a Dividend fund actively managed by JPMorgan, while JEPQ.L is a Nasdaq-100 fund actively managed by JPMorgan. Both are actively managed. Over the past year, JPST.L returned 4.28% vs 22.59% for JEPQ.L. At a 0.15 correlation, their price movements are largely independent. JPST.L charges 0.18%/yr vs 0.35%/yr for JEPQ.L.
Performance
JPST.L vs. JEPQ.L - Performance Comparison
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Returns By Period
In the year-to-date period, JPST.L achieves a 1.84% return, which is significantly lower than JEPQ.L's 8.88% return.
JPST.L
- 1D
- 0.07%
- 1M
- 0.32%
- 6M
- 1.71%
- YTD
- 1.84%
- 1Y
- 4.28%
- 3Y*
- 5.12%
- 5Y*
- 3.67%
- 10Y*
- —
JEPQ.L
- 1D
- -0.51%
- 1M
- -0.66%
- 6M
- 8.88%
- YTD
- 8.88%
- 1Y
- 22.59%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JPST.L vs. JEPQ.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JPST.L JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist) | 1.84% | 5.06% | 0.76% |
JEPQ.L JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 8.88% | 14.79% | 4.48% |
Correlation
The correlation between JPST.L and JEPQ.L is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2024 | 0.15 |
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Return for Risk
JPST.L vs. JEPQ.L — Risk / Return Rank
JPST.L
JEPQ.L
JPST.L vs. JEPQ.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist) (JPST.L) and JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEPQ.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.
| JPST.L | JEPQ.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.58 | ||
| Sortino ratioReturn per unit of downside risk | +6.60 | ||
| Omega ratioGain probability vs. loss probability | 2.70 | 1.33 | +1.37 |
| Calmar ratioReturn relative to maximum drawdown | 12.26 | 2.72 | +9.55 |
| Martin ratioReturn relative to average drawdown | 91.49 | 11.26 | +80.23 |
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Drawdowns
JPST.L vs. JEPQ.L - Drawdown Comparison
The maximum JPST.L drawdown since its inception was -3.13%, smaller than the maximum JEPQ.L drawdown of -20.08%. Use the drawdown chart below to compare losses from any high point for JPST.L and JEPQ.L.
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Drawdown Indicators
| JPST.L | JEPQ.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.13% | -20.08% | +16.95% |
Max Drawdown (1Y)Largest decline over 1 year | -0.34% | -8.31% | +7.97% |
Max Drawdown (3Y)Largest decline over 3 years | -0.46% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -0.87% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.48% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -0.10% | -2.68% | +2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.05% | 2.01% | -1.96% |
Volatility
JPST.L vs. JEPQ.L - Volatility Comparison
The current volatility for JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist) (JPST.L) is 0.19%, while JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEPQ.L) has a volatility of 4.79%. This indicates that JPST.L experiences smaller price fluctuations and is considered to be less risky than JEPQ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPST.L | JEPQ.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.19% | 4.79% | -4.60% |
Volatility (6M)Calculated over the trailing 6-month period | 0.49% | 10.26% | -9.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.79% | 13.13% | -12.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.69% | 16.29% | -15.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.90% | 16.29% | -15.39% |
JPST.L vs. JEPQ.L - Expense Ratio Comparison
JPST.L has a 0.18% expense ratio, which is lower than JEPQ.L's 0.35% expense ratio.
Dividends
JPST.L vs. JEPQ.L - Dividend Comparison
JPST.L's dividend yield for the trailing twelve months is around 4.10%, less than JEPQ.L's 10.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
JEPQ.L JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 10.11% | 10.06% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JPST.L JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist) | 4.10% | 4.29% | 5.28% | 4.46% | 1.16% | 0.67% | 1.90% | 2.66% | 1.80% |
Frequently Asked Questions
JPST.L and JEPQ.L have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JPST.L is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JPST.L is cheaper with a 0.18% expense ratio, compared with 0.35% for JEPQ.L.
JPST.L is categorized as Dividend, while JEPQ.L is Nasdaq-100. Their fees differ too: 0.18% for JPST.L and 0.35% for JEPQ.L.
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