BINC vs. JEPI
BINC (iShares Flexible Income Active ETF) and JEPI (JPMorgan Equity Premium Income ETF) are both exchange-traded funds - BINC is a Multisector Bonds fund actively managed by iShares, while JEPI is a Dividend fund actively managed by JPMorgan. Both are actively managed. Over the past 3 years, BINC returned 7.12%/yr vs 8.98%/yr for JEPI. At a 0.41 correlation, their price movements are largely independent. BINC charges 0.40%/yr vs 0.35%/yr for JEPI.
Performance
BINC vs. JEPI - Performance Comparison
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Returns By Period
In the year-to-date period, BINC achieves a 1.29% return, which is significantly higher than JEPI's 0.91% return.
BINC
- 1D
- 0.06%
- 1M
- 0.69%
- YTD
- 1.29%
- 6M
- 1.50%
- 1Y
- 5.52%
- 3Y*
- 7.12%
- 5Y*
- —
- 10Y*
- —
JEPI
- 1D
- -0.43%
- 1M
- -0.19%
- YTD
- 0.91%
- 6M
- 0.64%
- 1Y
- 7.76%
- 3Y*
- 8.98%
- 5Y*
- 7.31%
- 10Y*
- —
BINC vs. JEPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BINC iShares Flexible Income Active ETF | 1.29% | 7.57% | 5.76% | 7.12% |
JEPI JPMorgan Equity Premium Income ETF | 0.91% | 8.09% | 12.57% | 5.87% |
Correlation
The correlation between BINC and JEPI is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since May 23, 2023 | 0.41 |
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Return for Risk
BINC vs. JEPI — Risk / Return Rank
BINC
JEPI
BINC vs. JEPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Flexible Income Active ETF (BINC) 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.
| BINC | JEPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.44 | ||
| Sortino ratioReturn per unit of downside risk | +2.07 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.18 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | 1.17 | +0.89 |
| Martin ratioReturn relative to average drawdown | 8.04 | 3.44 | +4.60 |
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Drawdowns
BINC vs. JEPI - Drawdown Comparison
The maximum BINC drawdown since its inception was -2.69%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for BINC and JEPI.
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Drawdown Indicators
| BINC | JEPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.69% | -13.71% | +11.02% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -6.68% | +3.99% |
Max Drawdown (3Y)Largest decline over 3 years | -2.69% | -13.26% | +10.57% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.71% | — |
Current DrawdownCurrent decline from peak | -0.10% | -4.11% | +4.01% |
Average DrawdownAverage peak-to-trough decline | -0.36% | -2.13% | +1.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 2.26% | -1.57% |
Volatility
BINC vs. JEPI - Volatility Comparison
The current volatility for iShares Flexible Income Active ETF (BINC) is 0.58%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 2.38%. This indicates that BINC 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
| BINC | JEPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 2.38% | -1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 1.88% | 6.29% | -4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.30% | 8.03% | -5.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.99% | 11.08% | -8.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.99% | 10.78% | -7.79% |
BINC vs. JEPI - Expense Ratio Comparison
BINC has a 0.40% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Dividends
BINC vs. JEPI - Dividend Comparison
BINC's dividend yield for the trailing twelve months is around 5.84%, less than JEPI's 8.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BINC iShares Flexible Income Active ETF | 5.84% | 5.86% | 6.14% | 3.13% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 8.21% | 8.25% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% |
Frequently Asked Questions
BINC and JEPI have a correlation of 0.46, 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 BINC (0.58%). In terms of maximum drawdown, BINC dropped -2.69% vs JEPI's -13.71%.
On 3-year performance, JEPI leads with 8.98% vs 7.12% for BINC. On fees, JEPI is cheaper at 0.35% per year. On volatility, BINC has been the lower-risk option at 0.58%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, JEPI has performed better with a 8.98% return vs 7.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
JEPI is cheaper with a 0.35% expense ratio, compared with 0.40% for BINC.
JEPI has the higher dividend yield at 8.21%, compared with 5.84% for BINC.
BINC is categorized as Multisector Bonds, while JEPI is Dividend. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.40% for BINC and 0.35% for JEPI.
BINC currently has the higher Sharpe Ratio (2.41 vs 0.97), 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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