JPVA.DE vs. JEQP.DE
JPVA.DE (JPMorgan US Value Active UCITS ETF USD (Acc)) and JEQP.DE (JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist)) are both exchange-traded funds - JPVA.DE is a Large Cap Value Equities fund actively managed by JPMorgan, while JEQP.DE is a Nasdaq-100 fund actively managed by JPMorgan. Both are actively managed. Over the past year, JPVA.DE returned 23.55% vs 23.89% for JEQP.DE. A 0.55 correlation means they provide meaningful diversification when combined. JPVA.DE charges 0.50%/yr vs 0.35%/yr for JEQP.DE.
Performance
JPVA.DE vs. JEQP.DE - Performance Comparison
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Returns By Period
In the year-to-date period, JPVA.DE achieves a 9.76% return, which is significantly higher than JEQP.DE's 8.94% return.
JPVA.DE
- 1D
- 0.75%
- 1M
- 2.96%
- YTD
- 9.76%
- 6M
- 9.73%
- 1Y
- 23.55%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JEQP.DE
- 1D
- -0.38%
- 1M
- 3.80%
- YTD
- 8.94%
- 6M
- 8.34%
- 1Y
- 23.89%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JPVA.DE vs. JEQP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JPVA.DE JPMorgan US Value Active UCITS ETF USD (Acc) | 9.76% | 1.79% | 3.87% |
JEQP.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 8.94% | 0.68% | 2.17% |
Correlation
The correlation between JPVA.DE and JEQP.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Nov 5, 2024 | 0.55 |
The correlation between JPVA.DE and JEQP.DE has been stable across timeframes, ranging from 0.49 to 0.55 - a consistent structural relationship.
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Return for Risk
JPVA.DE vs. JEQP.DE — Risk / Return Rank
JPVA.DE
JEQP.DE
JPVA.DE vs. JEQP.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Value Active UCITS ETF USD (Acc) (JPVA.DE) and JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEQP.DE). 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.
| JPVA.DE | JEQP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 4.58 | 4.09 | +0.50 |
| Martin ratioReturn relative to average drawdown | 14.35 | 14.09 | +0.25 |
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
| JPVA.DE | JEQP.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 1.99 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.45 | +0.50 |
Drawdowns
JPVA.DE vs. JEQP.DE - Drawdown Comparison
The maximum JPVA.DE drawdown since its inception was -21.80%, smaller than the maximum JEQP.DE drawdown of -24.10%. Use the drawdown chart below to compare losses from any high point for JPVA.DE and JEQP.DE.
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Drawdown Indicators
| JPVA.DE | JEQP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.80% | -24.10% | +2.30% |
Max Drawdown (1Y)Largest decline over 1 year | -5.03% | -5.85% | +0.82% |
Current DrawdownCurrent decline from peak | 0.00% | -0.38% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -5.34% | -6.27% | +0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 1.70% | -0.09% |
Volatility
JPVA.DE vs. JEQP.DE - Volatility Comparison
JPMorgan US Value Active UCITS ETF USD (Acc) (JPVA.DE) has a higher volatility of 2.22% compared to JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEQP.DE) at 1.57%. This indicates that JPVA.DE's price experiences larger fluctuations and is considered to be riskier than JEQP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPVA.DE | JEQP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.22% | 1.57% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 7.25% | 8.52% | -1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.18% | 12.02% | -0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.96% | 16.60% | -2.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.96% | 16.60% | -2.64% |
JPVA.DE vs. JEQP.DE - Expense Ratio Comparison
JPVA.DE has a 0.50% expense ratio, which is higher than JEQP.DE's 0.35% expense ratio.
Dividends
JPVA.DE vs. JEQP.DE - Dividend Comparison
JPVA.DE has not paid dividends to shareholders, while JEQP.DE's dividend yield for the trailing twelve months is around 8.74%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
JEQP.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 8.74% | 9.22% | 0.69% |
JPVA.DE JPMorgan US Value Active UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JPVA.DE and JEQP.DE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JEQP.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JEQP.DE is cheaper with a 0.35% expense ratio, compared with 0.50% for JPVA.DE.
JPVA.DE is categorized as Large Cap Value Equities, while JEQP.DE is Nasdaq-100. Their fees differ too: 0.50% for JPVA.DE and 0.35% for JEQP.DE.
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