TRET.DE vs. JEQP.DE
TRET.DE (VanEck Global Real Estate UCITS ETF) and JEQP.DE (JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist)) are both exchange-traded funds - TRET.DE is a REIT fund tracking the GPR Global 100, while JEQP.DE is a Nasdaq-100 fund actively managed by JPMorgan. TRET.DE is passively managed, while JEQP.DE is actively managed. Over the past year, TRET.DE returned 20.71% vs 23.11% for JEQP.DE. At a 0.21 correlation, their price movements are largely independent. TRET.DE charges 0.25%/yr vs 0.35%/yr for JEQP.DE.
Performance
TRET.DE vs. JEQP.DE - Performance Comparison
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Returns By Period
In the year-to-date period, TRET.DE achieves a 15.69% return, which is significantly higher than JEQP.DE's 11.04% return.
TRET.DE
- 1D
- 1.04%
- 1M
- 7.09%
- 6M
- 11.10%
- YTD
- 15.69%
- 1Y
- 20.71%
- 3Y*
- 11.47%
- 5Y*
- 3.93%
- 10Y*
- —
JEQP.DE
- 1D
- 0.00%
- 1M
- 0.01%
- 6M
- 8.54%
- YTD
- 11.04%
- 1Y
- 23.11%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TRET.DE vs. JEQP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
TRET.DE VanEck Global Real Estate UCITS ETF | 15.69% | 1.89% | -1.82% |
JEQP.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 11.04% | 1.98% | 2.22% |
Correlation
The correlation between TRET.DE and JEQP.DE is 0.06, 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 | 0.06 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2024 | 0.21 |
The correlation between TRET.DE and JEQP.DE shifts across timeframes, from 0.06 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
TRET.DE vs. JEQP.DE — Risk / Return Rank
TRET.DE
JEQP.DE
TRET.DE vs. JEQP.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Global Real Estate UCITS ETF (TRET.DE) and JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEQP.DE). 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.
| TRET.DE | JEQP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.33 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | 4.17 | -1.71 |
| Martin ratioReturn relative to average drawdown | 8.18 | 13.80 | -5.61 |
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Drawdowns
TRET.DE vs. JEQP.DE - Drawdown Comparison
The maximum TRET.DE drawdown since its inception was -41.74%, which is greater than JEQP.DE's maximum drawdown of -24.03%. Use the drawdown chart below to compare losses from any high point for TRET.DE and JEQP.DE.
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Drawdown Indicators
| TRET.DE | JEQP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.74% | -24.03% | -17.71% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -5.56% | -2.81% |
Max Drawdown (3Y)Largest decline over 3 years | -18.60% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -30.36% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.94% | +1.94% |
Average DrawdownAverage peak-to-trough decline | -11.99% | -5.52% | -6.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 1.68% | +0.84% |
Volatility
TRET.DE vs. JEQP.DE - Volatility Comparison
The current volatility for VanEck Global Real Estate UCITS ETF (TRET.DE) is 4.00%, while JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) (JEQP.DE) has a volatility of 4.71%. This indicates that TRET.DE experiences smaller price fluctuations and is considered to be less risky than JEQP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRET.DE | JEQP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 4.71% | -0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 10.14% | 9.52% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.24% | 13.10% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.28% | 16.60% | -1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.81% | 16.60% | +1.21% |
TRET.DE vs. JEQP.DE - Expense Ratio Comparison
TRET.DE has a 0.25% expense ratio, which is lower than JEQP.DE's 0.35% expense ratio.
Dividends
TRET.DE vs. JEQP.DE - Dividend Comparison
TRET.DE's dividend yield for the trailing twelve months is around 3.17%, less than JEQP.DE's 10.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
JEQP.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) | 10.02% | 10.43% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TRET.DE VanEck Global Real Estate UCITS ETF | 3.17% | 3.66% | 3.44% | 3.66% | 4.69% | 1.78% | 4.45% | 3.31% | 1.39% |
Frequently Asked Questions
TRET.DE and JEQP.DE have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TRET.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TRET.DE is cheaper with a 0.25% expense ratio, compared with 0.35% for JEQP.DE.
TRET.DE is categorized as REIT, while JEQP.DE is Nasdaq-100. They also come from different issuers: VanEck and JPMorgan. Their fees differ too: 0.25% for TRET.DE and 0.35% for JEQP.DE.
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