WINC.L vs. JPST.L
WINC.L (iShares World Equity High Income Active UCITS ETF USD Inc) and JPST.L (JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist)) are both Dividend funds. Both are actively managed. Over the past year, WINC.L returned 22.30% vs 3.10% for JPST.L. At a 0.22 correlation, their price movements are largely independent.
Performance
WINC.L vs. JPST.L - Performance Comparison
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Different Trading Currencies
WINC.L is traded in GBP, while JPST.L is traded in USD. To make them comparable, the JPST.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, WINC.L achieves a 10.93% return, which is significantly higher than JPST.L's 1.36% return.
WINC.L
- 1D
- 0.55%
- 1M
- 0.55%
- 6M
- 9.36%
- YTD
- 10.93%
- 1Y
- 22.30%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JPST.L
- 1D
- 0.00%
- 1M
- -0.63%
- 6M
- 1.03%
- YTD
- 1.36%
- 1Y
- 3.10%
- 3Y*
- 3.90%
- 5Y*
- 4.02%
- 10Y*
- —
WINC.L vs. JPST.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WINC.L iShares World Equity High Income Active UCITS ETF USD Inc | 10.93% | 11.87% | 9.73% |
JPST.L JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist) | 1.36% | -2.42% | 5.12% |
Correlation
The correlation between WINC.L and JPST.L is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2024 | 0.22 |
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Return for Risk
WINC.L vs. JPST.L — Risk / Return Rank
WINC.L
JPST.L
WINC.L vs. JPST.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares World Equity High Income Active UCITS ETF USD Inc (WINC.L) and JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist) (JPST.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.
| WINC.L | JPST.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.79 | ||
| Sortino ratioReturn per unit of downside risk | +2.45 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.09 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 4.31 | 0.65 | +3.66 |
| Martin ratioReturn relative to average drawdown | 16.01 | 1.83 | +14.18 |
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Drawdowns
WINC.L vs. JPST.L - Drawdown Comparison
The maximum WINC.L drawdown since its inception was -16.51%, roughly equal to the maximum JPST.L drawdown of -16.29%. Use the drawdown chart below to compare losses from any high point for WINC.L and JPST.L.
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Drawdown Indicators
| WINC.L | JPST.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.51% | -16.29% | -0.22% |
Max Drawdown (1Y)Largest decline over 1 year | -5.36% | -5.04% | -0.32% |
Max Drawdown (3Y)Largest decline over 3 years | — | -9.51% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.98% | — |
Current DrawdownCurrent decline from peak | -0.58% | -5.34% | +4.76% |
Average DrawdownAverage peak-to-trough decline | -2.06% | -7.34% | +5.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 1.80% | -0.35% |
Volatility
WINC.L vs. JPST.L - Volatility Comparison
iShares World Equity High Income Active UCITS ETF USD Inc (WINC.L) has a higher volatility of 3.06% compared to JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist) (JPST.L) at 1.61%. This indicates that WINC.L's price experiences larger fluctuations and is considered to be riskier than JPST.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WINC.L | JPST.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 1.61% | +1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 7.17% | 4.99% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.11% | 6.57% | +3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.57% | 8.45% | +3.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.57% | 8.63% | +2.94% |
Dividends
WINC.L vs. JPST.L - Dividend Comparison
WINC.L's dividend yield for the trailing twelve months is around 12.81%, more than JPST.L's 4.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
JPST.L JPMorgan ETFs (Ireland) ICAV - USD Ultra-Short Income Active UCITS ETF USD (dist) | 4.10% | 4.29% | 5.28% | 4.46% | 1.16% | 0.67% | 1.90% | 2.66% | 1.80% |
WINC.L iShares World Equity High Income Active UCITS ETF USD Inc | 12.81% | 9.75% | 4.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WINC.L and JPST.L have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: iShares and JPMorgan.
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