JUKE.L vs. JEPQ.L
JUKE.L (JPMorgan UK Equity Core UCITS ETF GBP (dist)) and JEPQ.L (JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist)) are both exchange-traded funds - JUKE.L is a Europe Equities fund tracking the FTSE AllSh TR GBP, while JEPQ.L is a Nasdaq-100 fund actively managed by JPMorgan. JUKE.L is passively managed, while JEPQ.L is actively managed. Over the past year, JUKE.L returned 20.76% vs 30.14% for JEPQ.L. At a 0.31 correlation, their price movements are largely independent. JUKE.L charges 0.25%/yr vs 0.35%/yr for JEPQ.L.
Performance
JUKE.L vs. JEPQ.L - Performance Comparison
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Different Trading Currencies
JUKE.L is traded in GBp, while JEPQ.L is traded in USD. To make them comparable, the JEPQ.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, JUKE.L achieves a 6.30% return, which is significantly lower than JEPQ.L's 9.19% return.
JUKE.L
- 1D
- 0.21%
- 1M
- 2.07%
- YTD
- 6.30%
- 6M
- 8.40%
- 1Y
- 20.76%
- 3Y*
- 14.96%
- 5Y*
- —
- 10Y*
- —
JEPQ.L
- 1D
- -0.84%
- 1M
- 4.61%
- YTD
- 9.19%
- 6M
- 9.47%
- 1Y
- 30.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JUKE.L vs. JEPQ.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JUKE.L JPMorgan UK Equity Core UCITS ETF GBP (dist) | 6.30% | 25.12% | 0.58% |
JEPQ.L JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 9.19% | 6.60% | 5.90% |
Correlation
The correlation between JUKE.L and JEPQ.L is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2024 | 0.31 |
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Return for Risk
JUKE.L vs. JEPQ.L — Risk / Return Rank
JUKE.L
JEPQ.L
JUKE.L vs. JEPQ.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan UK Equity Core UCITS ETF GBP (dist) (JUKE.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.
| JUKE.L | JEPQ.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.46 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | 5.39 | -3.06 |
| Martin ratioReturn relative to average drawdown | 8.01 | 19.22 | -11.21 |
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
| JUKE.L | JEPQ.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | 2.44 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.15 | 0.89 | +0.26 |
Drawdowns
JUKE.L vs. JEPQ.L - Drawdown Comparison
The maximum JUKE.L drawdown since its inception was -12.31%, smaller than the maximum JEPQ.L drawdown of -22.11%. Use the drawdown chart below to compare losses from any high point for JUKE.L and JEPQ.L.
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Drawdown Indicators
| JUKE.L | JEPQ.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.31% | -22.11% | +9.80% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | -5.57% | -3.33% |
Max Drawdown (3Y)Largest decline over 3 years | -12.31% | — | — |
Current DrawdownCurrent decline from peak | -3.53% | -0.84% | -2.69% |
Average DrawdownAverage peak-to-trough decline | -2.19% | -4.77% | +2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 1.56% | +1.03% |
Volatility
JUKE.L vs. JEPQ.L - Volatility Comparison
JPMorgan UK Equity Core UCITS ETF GBP (dist) (JUKE.L) has a higher volatility of 3.97% compared to JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEPQ.L) at 2.85%. This indicates that JUKE.L's price experiences larger fluctuations and is considered to be riskier 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
| JUKE.L | JEPQ.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | 2.85% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 8.95% | +0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.95% | 12.29% | -1.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.88% | 16.03% | -4.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.88% | 16.03% | -4.15% |
JUKE.L vs. JEPQ.L - Expense Ratio Comparison
JUKE.L has a 0.25% expense ratio, which is lower than JEPQ.L's 0.35% expense ratio.
Dividends
JUKE.L vs. JEPQ.L - Dividend Comparison
JUKE.L's dividend yield for the trailing twelve months is around 2.86%, less than JEPQ.L's 10.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
JEPQ.L JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 10.20% | 10.06% | 0.74% | 0.00% | 0.00% |
JUKE.L JPMorgan UK Equity Core UCITS ETF GBP (dist) | 2.86% | 2.79% | 3.11% | 2.94% | 1.26% |
Frequently Asked Questions
JUKE.L and JEPQ.L have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JUKE.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JUKE.L is cheaper with a 0.25% expense ratio, compared with 0.35% for JEPQ.L.
JUKE.L is categorized as Europe Equities, while JEPQ.L is Nasdaq-100. Their fees differ too: 0.25% for JUKE.L and 0.35% for JEPQ.L.
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