ATLCP vs. JEPI
ATLCP (Atlanticus Holdings Corporation) is a stock, while JEPI (JPMorgan Equity Premium Income ETF) is Dividend fund actively managed by JPMorgan. Over the past 5 years, ATLCP returned 8.30%/yr vs 7.40%/yr for JEPI. Their 0.19 correlation means their historical movements had little consistent relationship.
Performance
ATLCP vs. JEPI - Performance Comparison
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Returns By Period
In the year-to-date period, ATLCP achieves a 5.85% return, which is significantly higher than JEPI's 4.52% return.
ATLCP
- 1D
- 0.09%
- 1M
- -0.16%
- 6M
- 4.21%
- YTD
- 5.85%
- 1Y
- 18.33%
- 3Y*
- 13.42%
- 5Y*
- 8.30%
- 10Y*
- —
- ALL TIME*
- 8.29%
JEPI
- 1D
- 0.33%
- 1M
- 1.27%
- 6M
- 2.16%
- YTD
- 4.52%
- 1Y
- 11.16%
- 3Y*
- 9.21%
- 5Y*
- 7.40%
- 10Y*
- —
- ALL TIME*
- 11.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $80.88K | $94.27K | $118.00K | |
| $260.98M | $260.42M | $297.70M |
ATLCP vs. JEPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ATLCP Atlanticus Holdings Corporation | 5.85% | 13.59% | 9.48% | 43.02% | -24.85% | 6.33% |
JEPI JPMorgan Equity Premium Income ETF | 4.52% | 8.09% | 12.57% | 9.83% | -3.49% | 9.66% |
Correlation
The correlation between ATLCP and JEPI is 0.11, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.16 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jun 14, 2021 | 0.19 |
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Return for Risk
ATLCP vs. JEPI — Risk / Return Rank
ATLCP
JEPI
ATLCP vs. JEPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Atlanticus Holdings Corporation (ATLCP) and JPMorgan Equity Premium Income ETF (JEPI). 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.
| ATLCP | JEPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.52 | +0.05 |
| Martin ratioReturn relative to average drawdown | 6.10 | 4.32 | +1.78 |
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Drawdowns
ATLCP vs. JEPI - Drawdown Comparison
The maximum ATLCP drawdown since its inception was -30.59%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for ATLCP and JEPI.
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Drawdown Indicators
| ATLCP | JEPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.59% | -13.71% | -16.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.64% | -6.68% | -5.96% |
Max Drawdown (3Y)Largest decline over 3 years | -12.64% | -13.26% | +0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -30.59% | -13.71% | -16.88% |
Current DrawdownCurrent decline from peak | -0.16% | -0.68% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -5.23% | -2.13% | -3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 2.36% | +0.89% |
Volatility
ATLCP vs. JEPI - Volatility Comparison
The current volatility for Atlanticus Holdings Corporation (ATLCP) is 1.76%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 2.38%. This indicates that ATLCP experiences smaller price fluctuations and is considered to be less risky than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATLCP | JEPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.76% | 2.38% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 10.17% | 6.37% | +3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.62% | 8.15% | +4.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.01% | 11.10% | +8.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.76% | 10.73% | +9.03% |
Dividends
ATLCP vs. JEPI - Dividend Comparison
ATLCP's dividend yield for the trailing twelve months is around 7.80%, less than JEPI's 7.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
ATLCP Atlanticus Holdings Corporation | 7.80% | 7.94% | 8.31% | 8.37% | 10.90% | 3.86% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 7.34% | 8.25% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% |
Frequently Asked Questions
ATLCP and JEPI have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JEPI has higher volatility (2.38%) compared to ATLCP (1.76%). In terms of maximum drawdown, ATLCP dropped -30.59% vs JEPI's -13.71%.
ATLCP currently has the higher Sharpe Ratio (1.57 vs 1.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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