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 21.15% vs 22.09% 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
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Returns By Period
In the year-to-date period, WINC.AS achieves a 7.46% return, which is significantly higher than JEPQ's 7.06% return.
WINC.AS
- 1D
- 0.00%
- 1M
- -0.56%
- YTD
- 7.46%
- 6M
- 8.05%
- 1Y
- 21.15%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JEPQ
- 1D
- -1.18%
- 1M
- -1.29%
- YTD
- 7.06%
- 6M
- 5.89%
- 1Y
- 22.09%
- 3Y*
- 19.41%
- 5Y*
- —
- 10Y*
- —
WINC.AS vs. JEPQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 7.46% | 21.56% | 8.10% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 7.06% | 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 has been stable across timeframes, ranging from 0.43 to 0.53 - a consistent structural relationship.
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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 | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.33 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.08 | 2.52 | +0.57 |
| Martin ratioReturn relative to average drawdown | 12.76 | 11.78 | +0.98 |
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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.
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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 | -1.97% | -3.19% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -1.47% | -3.39% | +1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 1.88% | -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 3.62%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 6.39%. 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.
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Volatility by Period
| WINC.AS | JEPQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 6.39% | -2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 8.78% | 10.60% | -1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 13.11% | -2.32% |
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 9.77%, less than JEPQ's 10.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 10.30% | 10.53% | 9.65% | 10.03% | 9.44% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 9.77% | 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.
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