MSFY.L vs. JEPQ.L

Last updated Jun 6, 2026

MSFY.L (IncomeShares Microsoft (MSFT) Options ETP) and JEPQ.L (JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist)) are both exchange-traded funds - MSFY.L is a Derivative Income fund actively managed by Leverage Shares, while JEPQ.L is a Nasdaq-100 fund actively managed by JPMorgan. Both are actively managed. MSFY.L charges 0.55%/yr vs 0.35%/yr for JEPQ.L.

Performance

MSFY.L vs. JEPQ.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in IncomeShares Microsoft (MSFT) Options ETP (MSFY.L) and JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEPQ.L). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

MSFY.L

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

JEPQ.L

• 1D: -0.61%
• 1M: 2.38%
• YTD: 6.07%
• 6M: 5.83%
• 1Y: 17.78%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

MSFY.L vs. JEPQ.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JEPQ.L

JEPQ.L Risk / Return Rank: 46
JEPQ.L Sharpe Ratio Rank: 45
JEPQ.L Sortino Ratio Rank: 45
JEPQ.L Omega Ratio Rank: 48
JEPQ.L Calmar Ratio Rank: 43
JEPQ.L Martin Ratio Rank: 50

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MSFY.L vs. JEPQ.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for IncomeShares Microsoft (MSFT) Options ETP (MSFY.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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	MSFY.L	JEPQ.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.42	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.50	—

Drawdowns

Drawdown Indicators

	MSFY.L	JEPQ.L	Difference
Max Drawdown Largest peak-to-trough decline	—	-20.88%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.09%	—
Current Drawdown Current decline from peak	—	-1.43%	—
Average Drawdown Average peak-to-trough decline	—	-4.20%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.31%	—

Volatility

Volatility by Period

	MSFY.L	JEPQ.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.04%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.18%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.48%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	16.21%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	16.21%	—

MSFY.L vs. JEPQ.L - Expense Ratio Comparison

MSFY.L has a 0.55% expense ratio, which is higher than JEPQ.L's 0.35% expense ratio.

Dividends

MSFY.L vs. JEPQ.L - Dividend Comparison

MSFY.L has not paid dividends to shareholders, while JEPQ.L's dividend yield for the trailing twelve months is around 2.54%.

Position	TTM
JEPQ.L JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist)	2.54%
MSFY.L IncomeShares Microsoft (MSFT) Options ETP	0.00%

Frequently Asked Questions

Which ETF is better, MSFY.L or JEPQ.L?

On fees, JEPQ.L is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MSFY.L or JEPQ.L?

JEPQ.L is cheaper with a 0.35% expense ratio, compared with 0.55% for MSFY.L.

What is the main difference between MSFY.L and JEPQ.L?

MSFY.L is categorized as Derivative Income, while JEPQ.L is Nasdaq-100. They also come from different issuers: Leverage Shares and JPMorgan. Their fees differ too: 0.55% for MSFY.L and 0.35% for JEPQ.L.