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QYLU.L vs. JEPQ.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QYLU.L vs. JEPQ.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Nasdaq 100 Covered Call UCITS ETF USD (Acc) (QYLU.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.

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Returns By Period

In the year-to-date period, QYLU.L achieves a 4.87% return, which is significantly lower than JEPQ.L's 6.36% return.


QYLU.L

1D
-2.37%
1M
-2.67%
6M
3.99%
YTD
4.87%
1Y
16.53%
3Y*
11.41%
5Y*
10Y*

JEPQ.L

1D
-2.06%
1M
-2.79%
6M
5.26%
YTD
6.36%
1Y
19.61%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

QYLU.L vs. JEPQ.L - Yearly Performance Comparison


Correlation

The correlation between QYLU.L and JEPQ.L is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.48

Correlation (All Time)
Calculated using the full available price history since Oct 29, 2024

0.57

The correlation between QYLU.L and JEPQ.L has been stable across timeframes, ranging from 0.48 to 0.57 - a consistent structural relationship.

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Return for Risk

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

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

QYLU.L
QYLU.L Risk / Return Rank: 6161
Overall Rank
QYLU.L Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
QYLU.L Sortino Ratio Rank: 4747
Sortino Ratio Rank
QYLU.L Omega Ratio Rank: 4747
Omega Ratio Rank
QYLU.L Calmar Ratio Rank: 8383
Calmar Ratio Rank
QYLU.L Martin Ratio Rank: 8181
Martin Ratio Rank

JEPQ.L
JEPQ.L Risk / Return Rank: 6060
Overall Rank
JEPQ.L Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
JEPQ.L Sortino Ratio Rank: 5858
Sortino Ratio Rank
JEPQ.L Omega Ratio Rank: 5959
Omega Ratio Rank
JEPQ.L Calmar Ratio Rank: 6060
Calmar Ratio Rank
JEPQ.L Martin Ratio Rank: 6969
Martin Ratio Rank
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.

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

This table presents a comparison of risk-adjusted performance metrics for Global X Nasdaq 100 Covered Call UCITS ETF USD (Acc) (QYLU.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.

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.


QYLU.LJEPQ.LDifference
Sharpe ratioReturn per unit of total volatility

-0.24

Sortino ratioReturn per unit of downside risk

-0.38

Omega ratioGain probability vs. loss probability

1.23

1.29

-0.05

Calmar ratioReturn relative to maximum drawdown

3.31

2.36

+0.95

Martin ratioReturn relative to average drawdown

11.23

9.69

+1.53

QYLU.L vs. JEPQ.L - Sharpe Ratio Comparison

The current QYLU.L Sharpe Ratio is 1.24, which is comparable to the JEPQ.L Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of QYLU.L and JEPQ.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

QYLU.L vs. JEPQ.L - Drawdown Comparison

The maximum QYLU.L drawdown since its inception was -19.93%, roughly equal to the maximum JEPQ.L drawdown of -20.08%. Use the drawdown chart below to compare losses from any high point for QYLU.L and JEPQ.L.


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Drawdown Indicators


QYLU.LJEPQ.LDifference

Max Drawdown

Largest peak-to-trough decline

-19.93%

-20.08%

+0.15%

Max Drawdown (1Y)

Largest decline over 1 year

-4.97%

-8.31%

+3.34%

Max Drawdown (3Y)

Largest decline over 3 years

-19.93%

Current Drawdown

Current decline from peak

-3.70%

-3.76%

+0.06%

Average Drawdown

Average peak-to-trough decline

-2.43%

-2.68%

+0.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.47%

2.02%

-0.55%

Volatility

QYLU.L vs. JEPQ.L - Volatility Comparison

Global X Nasdaq 100 Covered Call UCITS ETF USD (Acc) (QYLU.L) has a higher volatility of 5.42% compared to JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEPQ.L) at 5.08%. This indicates that QYLU.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


QYLU.LJEPQ.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.42%

5.08%

+0.34%

Volatility (6M)

Calculated over the trailing 6-month period

9.59%

10.42%

-0.83%

Volatility (1Y)

Calculated over the trailing 1-year period

13.32%

13.28%

+0.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.65%

16.33%

-0.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.65%

16.33%

-0.68%

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

QYLU.L has a 0.45% expense ratio, which is higher than JEPQ.L's 0.35% expense ratio.


Dividends

QYLU.L vs. JEPQ.L - Dividend Comparison

QYLU.L has not paid dividends to shareholders, while JEPQ.L's dividend yield for the trailing twelve months is around 10.35%.


Frequently Asked Questions


QYLU.L and JEPQ.L have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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.

JEPQ.L is cheaper with a 0.35% expense ratio, compared with 0.45% for QYLU.L.

They also come from different issuers: Global X and JPMorgan. Their fees differ too: 0.45% for QYLU.L and 0.35% for JEPQ.L.

Portfolio Optimizer

Find the right allocation for QYLU.L and JEPQ.L

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