JUKE.L vs. JEQP.L
JUKE.L (JPMorgan UK Equity Core UCITS ETF GBP (dist)) and JEQP.L (JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP) are both exchange-traded funds - JUKE.L is a Europe Equities fund tracking the FTSE AllSh TR GBP, while JEQP.L is a Nasdaq-100 fund actively managed by JPMorgan. JUKE.L is passively managed, while JEQP.L is actively managed. Over the past year, JUKE.L returned 20.76% vs 29.63% for JEQP.L. At a 0.36 correlation, their price movements are largely independent. JUKE.L charges 0.25%/yr vs 0.35%/yr for JEQP.L.
Performance
JUKE.L vs. JEQP.L - Performance Comparison
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Returns By Period
In the year-to-date period, JUKE.L achieves a 6.30% return, which is significantly lower than JEQP.L's 8.97% return.
JUKE.L
- 1D
- 0.21%
- 1M
- 2.07%
- YTD
- 6.30%
- 6M
- 8.40%
- 1Y
- 20.76%
- 3Y*
- 14.96%
- 5Y*
- —
- 10Y*
- —
JEQP.L
- 1D
- -0.35%
- 1M
- 4.24%
- YTD
- 8.97%
- 6M
- 8.46%
- 1Y
- 29.63%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JUKE.L vs. JEQP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JUKE.L JPMorgan UK Equity Core UCITS ETF GBP (dist) | 6.30% | 25.12% | 0.58% |
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 8.97% | 6.58% | 5.67% |
Correlation
The correlation between JUKE.L and JEQP.L is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2024 | 0.36 |
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Return for Risk
JUKE.L vs. JEQP.L — Risk / Return Rank
JUKE.L
JEQP.L
JUKE.L vs. JEQP.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 JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.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 | JEQP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.50 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | 5.23 | -2.90 |
| Martin ratioReturn relative to average drawdown | 8.01 | 19.59 | -11.59 |
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 | JEQP.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | 2.63 | -0.75 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.15 | 0.94 | +0.21 |
Drawdowns
JUKE.L vs. JEQP.L - Drawdown Comparison
The maximum JUKE.L drawdown since its inception was -12.31%, smaller than the maximum JEQP.L drawdown of -22.00%. Use the drawdown chart below to compare losses from any high point for JUKE.L and JEQP.L.
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Drawdown Indicators
| JUKE.L | JEQP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.31% | -22.00% | +9.69% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | -5.64% | -3.26% |
Max Drawdown (3Y)Largest decline over 3 years | -12.31% | — | — |
Current DrawdownCurrent decline from peak | -3.53% | -0.35% | -3.18% |
Average DrawdownAverage peak-to-trough decline | -2.19% | -4.92% | +2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 1.51% | +1.08% |
Volatility
JUKE.L vs. JEQP.L - Volatility Comparison
JPMorgan UK Equity Core UCITS ETF GBP (dist) (JUKE.L) has a higher volatility of 3.97% compared to JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP (JEQP.L) at 1.57%. This indicates that JUKE.L's price experiences larger fluctuations and is considered to be riskier than JEQP.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 | JEQP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | 1.57% | +2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 7.83% | +1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.95% | 11.20% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.88% | 14.88% | -3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.88% | 14.88% | -3.00% |
JUKE.L vs. JEQP.L - Expense Ratio Comparison
JUKE.L has a 0.25% expense ratio, which is lower than JEQP.L's 0.35% expense ratio.
Dividends
JUKE.L vs. JEQP.L - Dividend Comparison
JUKE.L's dividend yield for the trailing twelve months is around 2.86%, less than JEQP.L's 10.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
JEQP.L JPM Nasdaq Equity Premium Income Active UCITS ETF USD Dist GBP | 10.21% | 10.04% | 0.73% | 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 JEQP.L have a correlation of 0.33, 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 JEQP.L.
JUKE.L is categorized as Europe Equities, while JEQP.L is Nasdaq-100. Their fees differ too: 0.25% for JUKE.L and 0.35% for JEQP.L.
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