PLTI.L vs. JEPG.L
PLTI.L (IncomeShares Palantir (PLTR) Options ETP) and JEPG.L (JPM Global Equity Premium Income Active UCITS ETF USD (dist)) are both Derivative Income funds. Both are actively managed. Over the past year, PLTI.L returned -34.05% vs 5.60% for JEPG.L. At a correlation of -0.04, they often move in opposite directions. PLTI.L charges 0.55%/yr vs 0.35%/yr for JEPG.L.
Performance
PLTI.L vs. JEPG.L - Performance Comparison
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Returns By Period
In the year-to-date period, PLTI.L achieves a -32.76% return, which is significantly lower than JEPG.L's 0.31% return.
PLTI.L
- 1D
- 0.00%
- 1M
- -8.92%
- 6M
- -31.80%
- YTD
- -32.76%
- 1Y
- -34.05%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JEPG.L
- 1D
- 0.04%
- 1M
- 1.61%
- 6M
- 0.13%
- YTD
- 0.31%
- 1Y
- 5.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PLTI.L vs. JEPG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PLTI.L IncomeShares Palantir (PLTR) Options ETP | -32.76% | 10,807.19% |
JEPG.L JPM Global Equity Premium Income Active UCITS ETF USD (dist) | 0.31% | 3.62% |
Correlation
The correlation between PLTI.L and JEPG.L is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Jul 7, 2025 | -0.04 |
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Return for Risk
PLTI.L vs. JEPG.L — Risk / Return Rank
PLTI.L
JEPG.L
PLTI.L vs. JEPG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IncomeShares Palantir (PLTR) Options ETP (PLTI.L) and JPM Global Equity Premium Income Active UCITS ETF USD (dist) (JEPG.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.
| PLTI.L | JEPG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.15 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.11 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.58 | 0.64 | -1.21 |
| Martin ratioReturn relative to average drawdown | -0.89 | 1.43 | -2.32 |
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Drawdowns
PLTI.L vs. JEPG.L - Drawdown Comparison
The maximum PLTI.L drawdown since its inception was -59.14%, which is greater than JEPG.L's maximum drawdown of -8.74%. Use the drawdown chart below to compare losses from any high point for PLTI.L and JEPG.L.
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Drawdown Indicators
| PLTI.L | JEPG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.14% | -8.74% | -50.40% |
Max Drawdown (1Y)Largest decline over 1 year | -59.14% | -8.74% | -50.40% |
Current DrawdownCurrent decline from peak | -55.06% | -5.17% | -49.89% |
Average DrawdownAverage peak-to-trough decline | -32.79% | -1.90% | -30.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 38.09% | 3.91% | +34.18% |
Volatility
PLTI.L vs. JEPG.L - Volatility Comparison
IncomeShares Palantir (PLTR) Options ETP (PLTI.L) has a higher volatility of 14.53% compared to JPM Global Equity Premium Income Active UCITS ETF USD (dist) (JEPG.L) at 2.53%. This indicates that PLTI.L's price experiences larger fluctuations and is considered to be riskier than JEPG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLTI.L | JEPG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.53% | 2.53% | +12.00% |
Volatility (6M)Calculated over the trailing 6-month period | 32.83% | 7.06% | +25.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 62.68% | 9.25% | +53.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9,906.58% | 10.90% | +9,895.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9,906.58% | 10.90% | +9,895.68% |
PLTI.L vs. JEPG.L - Expense Ratio Comparison
PLTI.L has a 0.55% expense ratio, which is higher than JEPG.L's 0.35% expense ratio.
Dividends
PLTI.L vs. JEPG.L - Dividend Comparison
PLTI.L's dividend yield for the trailing twelve months is around 57.80%, more than JEPG.L's 8.16% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
JEPG.L JPM Global Equity Premium Income Active UCITS ETF USD (dist) | 8.16% | 7.86% | 6.50% |
PLTI.L IncomeShares Palantir (PLTR) Options ETP | 57.80% | 11.63% | 0.00% |
Frequently Asked Questions
PLTI.L and JEPG.L have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JEPG.L is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JEPG.L is cheaper with a 0.35% expense ratio, compared with 0.55% for PLTI.L.
They also come from different issuers: Leverage Shares and JPMorgan. Their fees differ too: 0.55% for PLTI.L and 0.35% for JEPG.L.
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