QDIV.L vs. JPTS.L
QDIV.L (iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)) and JPTS.L (JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist)) are both Dividend funds. QDIV.L is passively managed, while JPTS.L is actively managed. Over the past 5 years, QDIV.L returned 11.80%/yr vs 3.69%/yr for JPTS.L. At a correlation of -0.16, they often move in opposite directions. QDIV.L charges 0.35%/yr vs 0.18%/yr for JPTS.L.
Performance
QDIV.L vs. JPTS.L - Performance Comparison
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Different Trading Currencies
QDIV.L is traded in USD, while JPTS.L is traded in GBP. To make them comparable, the JPTS.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, QDIV.L achieves a 13.61% return, which is significantly higher than JPTS.L's 1.60% return.
QDIV.L
- 1D
- -0.27%
- 1M
- -1.14%
- 6M
- 11.96%
- YTD
- 13.61%
- 1Y
- 24.05%
- 3Y*
- 17.79%
- 5Y*
- 11.80%
- 10Y*
- 11.00%
JPTS.L
- 1D
- 0.17%
- 1M
- 0.27%
- 6M
- 1.57%
- YTD
- 1.60%
- 1Y
- 4.14%
- 3Y*
- 5.09%
- 5Y*
- 3.69%
- 10Y*
- —
QDIV.L vs. JPTS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
QDIV.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 13.61% | 16.66% | 15.35% | 14.30% | -6.23% | 21.82% | 0.08% | 21.36% | -1.54% |
JPTS.L JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist) | 1.60% | 5.32% | 5.50% | 4.52% | 1.02% | 0.46% | 1.88% | 4.17% | -27.86% |
Correlation
The correlation between QDIV.L and JPTS.L is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.21 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2018 | -0.16 |
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Return for Risk
QDIV.L vs. JPTS.L — Risk / Return Rank
QDIV.L
JPTS.L
QDIV.L vs. JPTS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (QDIV.L) and JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist) (JPTS.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.
| QDIV.L | JPTS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.23 | ||
| Sortino ratioReturn per unit of downside risk | +2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.17 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 3.10 | 3.38 | -0.27 |
| Martin ratioReturn relative to average drawdown | 12.18 | 13.04 | -0.87 |
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Drawdowns
QDIV.L vs. JPTS.L - Drawdown Comparison
The maximum QDIV.L drawdown since its inception was -33.39%, which is greater than JPTS.L's maximum drawdown of -29.52%. Use the drawdown chart below to compare losses from any high point for QDIV.L and JPTS.L.
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Drawdown Indicators
| QDIV.L | JPTS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.39% | -29.52% | -3.87% |
Max Drawdown (1Y)Largest decline over 1 year | -7.99% | -1.25% | -6.74% |
Max Drawdown (3Y)Largest decline over 3 years | -17.36% | -1.25% | -16.11% |
Max Drawdown (5Y)Largest decline over 5 years | -17.36% | -2.55% | -14.81% |
Max Drawdown (10Y)Largest decline over 10 years | -33.39% | — | — |
Current DrawdownCurrent decline from peak | -1.72% | -8.33% | +6.61% |
Average DrawdownAverage peak-to-trough decline | -3.36% | -20.89% | +17.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 0.32% | +1.72% |
Volatility
QDIV.L vs. JPTS.L - Volatility Comparison
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (QDIV.L) has a higher volatility of 2.94% compared to JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist) (JPTS.L) at 1.31%. This indicates that QDIV.L's price experiences larger fluctuations and is considered to be riskier than JPTS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDIV.L | JPTS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 1.31% | +1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 8.95% | 3.66% | +5.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.24% | 4.32% | +6.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 4.74% | +9.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.08% | 10.79% | +4.29% |
QDIV.L vs. JPTS.L - Expense Ratio Comparison
QDIV.L has a 0.35% expense ratio, which is higher than JPTS.L's 0.18% expense ratio.
Dividends
QDIV.L vs. JPTS.L - Dividend Comparison
QDIV.L's dividend yield for the trailing twelve months is around 1.52%, less than JPTS.L's 4.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPTS.L JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist) | 4.10% | 4.38% | 5.19% | 4.55% | 1.16% | 0.66% | 2.03% | 2.76% | 1.74% | 0.00% | 0.00% | 0.00% |
QDIV.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 1.52% | 1.67% | 1.93% | 2.00% | 2.27% | 2.08% | 2.50% | 2.36% | 2.44% | 2.15% | 2.32% | 2.47% |
Frequently Asked Questions
QDIV.L and JPTS.L have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JPTS.L is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JPTS.L is cheaper with a 0.18% expense ratio, compared with 0.35% for QDIV.L.
They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.35% for QDIV.L and 0.18% for JPTS.L.
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