URNP.L vs. JEPQ
Compare and contrast key facts about HANetf Sprott Uranium Miners UCITS ETF Acc (URNP.L) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
URNP.L and JEPQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. URNP.L is a passively managed fund by HANetf that tracks the performance of the S&P Global Natural Resources TR USD. It was launched on May 3, 2022. JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: URNP.L or JEPQ.
Key characteristics
| URNP.L | JEPQ | |
|---|---|---|
| YTD Return | -5.83% | 23.19% |
| 1Y Return | -0.53% | 28.90% |
| Sharpe Ratio | -0.11 | 2.49 |
| Sortino Ratio | 0.10 | 3.24 |
| Omega Ratio | 1.01 | 1.51 |
| Calmar Ratio | -0.11 | 2.85 |
| Martin Ratio | -0.24 | 12.34 |
| Ulcer Index | 17.57% | 2.48% |
| Daily Std Dev | 36.93% | 12.22% |
| Max Drawdown | -38.62% | -16.82% |
| Current Drawdown | -23.77% | 0.00% |
Correlation
The correlation between URNP.L and JEPQ is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
URNP.L vs. JEPQ - Performance Comparison
In the year-to-date period, URNP.L achieves a -5.83% return, which is significantly lower than JEPQ's 23.19% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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URNP.L vs. JEPQ - Expense Ratio Comparison
URNP.L has a 0.85% expense ratio, which is higher than JEPQ's 0.35% expense ratio.
Risk-Adjusted Performance
URNP.L vs. JEPQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HANetf Sprott Uranium Miners UCITS ETF Acc (URNP.L) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). 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.
Dividends
URNP.L vs. JEPQ - Dividend Comparison
URNP.L has not paid dividends to shareholders, while JEPQ's dividend yield for the trailing twelve months is around 9.36%.
| TTM | 2023 | 2022 | |
|---|---|---|---|
URNP.L HANetf Sprott Uranium Miners UCITS ETF Acc | 0.00% | 0.00% | 0.00% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.36% | 10.02% | 9.44% |
Drawdowns
URNP.L vs. JEPQ - Drawdown Comparison
The maximum URNP.L drawdown since its inception was -38.62%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for URNP.L and JEPQ. For additional features, visit the drawdowns tool.
Volatility
URNP.L vs. JEPQ - Volatility Comparison
HANetf Sprott Uranium Miners UCITS ETF Acc (URNP.L) has a higher volatility of 10.77% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 3.39%. This indicates that URNP.L's price experiences larger fluctuations and is considered to be riskier than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.