WINC.AS vs. JEPQ
WINC.AS (iShares World Equity High Income UCITS ETF USD Inc) and JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) are both exchange-traded funds - WINC.AS is a Global Equity Income fund actively managed by iShares, while JEPQ is a Nasdaq-100 fund tracking the Nasdaq-100 Index. WINC.AS is actively managed, while JEPQ is passively managed. Over the past year, WINC.AS returned 22.24% vs 24.08% for JEPQ. At a 0.43 correlation, their price movements are largely independent. Both charge a 0.35% expense ratio.
Performance
WINC.AS vs. JEPQ - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WINC.AS achieves a 7.73% return, which is significantly lower than JEPQ's 8.34% return.
WINC.AS
- 1D
- 0.00%
- 1M
- -0.75%
- YTD
- 7.73%
- 6M
- 8.33%
- 1Y
- 22.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JEPQ
- 1D
- 0.74%
- 1M
- 0.15%
- YTD
- 8.34%
- 6M
- 7.25%
- 1Y
- 24.08%
- 3Y*
- 20.24%
- 5Y*
- —
- 10Y*
- —
WINC.AS vs. JEPQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 7.73% | 21.56% | 8.10% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 8.34% | 15.18% | 13.10% |
Correlation
The correlation between WINC.AS and JEPQ is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2024 | 0.43 |
The correlation between WINC.AS and JEPQ shifts across timeframes, from 0.43 (all time) to 0.53 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WINC.AS vs. JEPQ — Risk / Return Rank
WINC.AS
JEPQ
WINC.AS vs. JEPQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) 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.
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.
| WINC.AS | JEPQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.18 | ||
| Sortino ratioReturn per unit of downside risk | +0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.24 | 2.74 | +0.50 |
| Martin ratioReturn relative to average drawdown | 13.46 | 12.92 | +0.54 |
Loading charts...
Drawdowns
WINC.AS vs. JEPQ - Drawdown Comparison
The maximum WINC.AS drawdown since its inception was -14.81%, smaller than the maximum JEPQ drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for WINC.AS and JEPQ.
Loading charts...
Drawdown Indicators
| WINC.AS | JEPQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.81% | -20.07% | +5.26% |
Max Drawdown (1Y)Largest decline over 1 year | -6.77% | -8.82% | +2.05% |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.07% | — |
Current DrawdownCurrent decline from peak | -1.71% | -2.04% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -1.47% | -3.39% | +1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 1.87% | -0.23% |
Volatility
WINC.AS vs. JEPQ - Volatility Comparison
The current volatility for iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) is 3.64%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 6.28%. This indicates that WINC.AS experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WINC.AS | JEPQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.64% | 6.28% | -2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 10.54% | -1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 13.05% | -2.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.61% | 16.78% | -4.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.61% | 16.78% | -4.17% |
WINC.AS vs. JEPQ - Expense Ratio Comparison
Both WINC.AS and JEPQ have an expense ratio of 0.35%.
Dividends
WINC.AS vs. JEPQ - Dividend Comparison
WINC.AS's dividend yield for the trailing twelve months is around 9.74%, less than JEPQ's 10.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 10.18% | 10.53% | 9.65% | 10.03% | 9.44% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 9.74% | 9.38% | 4.88% | 0.00% | 0.00% |
Frequently Asked Questions
WINC.AS and JEPQ have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
WINC.AS and JEPQ have the same expense ratio: 0.35% per year.
WINC.AS is categorized as Global Equity Income, while JEPQ is Nasdaq-100. They also come from different issuers: iShares and JPMorgan.
Find the right allocation for WINC.AS and JEPQ
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer