FITBI vs. JEPI
Compare and contrast key facts about Fifth Third Bancorp (FITBI) and JPMorgan Equity Premium Income ETF (JEPI).
JEPI is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FITBI or JEPI.
Correlation
The correlation between FITBI and JEPI is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FITBI vs. JEPI - Performance Comparison
Key characteristics
FITBI:
1.70
JEPI:
0.30
FITBI:
2.71
JEPI:
0.51
FITBI:
1.32
JEPI:
1.08
FITBI:
3.20
JEPI:
0.30
FITBI:
9.44
JEPI:
1.54
FITBI:
1.08%
JEPI:
2.61%
FITBI:
6.00%
JEPI:
13.41%
FITBI:
-34.39%
JEPI:
-13.71%
FITBI:
-0.89%
JEPI:
-8.81%
Returns By Period
In the year-to-date period, FITBI achieves a 2.75% return, which is significantly higher than JEPI's -4.83% return.
FITBI
2.75%
1.42%
4.14%
10.06%
6.03%
5.50%
JEPI
-4.83%
-5.65%
-6.76%
4.44%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
FITBI vs. JEPI — Risk-Adjusted Performance Rank
FITBI
JEPI
FITBI vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fifth Third Bancorp (FITBI) 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.
Dividends
FITBI vs. JEPI - Dividend Comparison
FITBI's dividend yield for the trailing twelve months is around 8.82%, more than JEPI's 8.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITBI Fifth Third Bancorp | 8.82% | 9.15% | 6.50% | 6.75% | 5.95% | 5.69% | 5.77% | 6.40% | 5.81% | 6.08% | 5.73% | 6.43% |
JEPI JPMorgan Equity Premium Income ETF | 8.06% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FITBI vs. JEPI - Drawdown Comparison
The maximum FITBI drawdown since its inception was -34.39%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for FITBI and JEPI. For additional features, visit the drawdowns tool.
Volatility
FITBI vs. JEPI - Volatility Comparison
The current volatility for Fifth Third Bancorp (FITBI) is 2.32%, while JPMorgan Equity Premium Income ETF (JEPI) has a volatility of 10.62%. This indicates that FITBI 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.