FITBI vs. JEPI

Last updated Jul 14, 2026

FITBI (Fifth Third Bancorp) is a stock, while JEPI (JPMorgan Equity Premium Income ETF) is Dividend fund actively managed by JPMorgan. At a correlation of -0.02, they often move in opposite directions.

Performance

FITBI vs. JEPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fifth Third Bancorp (FITBI) and JPMorgan Equity Premium Income ETF (JEPI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FITBI

• 1D: 0.00%
• 1M: 1.92%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

JEPI

• 1D: 0.00%
• 1M: 1.98%
• 6M: 1.42%
• YTD: 3.30%
• 1Y: 8.32%
• 3Y*: 9.14%
• 5Y*: 7.38%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

FITBI vs. JEPI - Yearly Performance Comparison

	2026 (YTD)
FITBI Fifth Third Bancorp	1.92%
JEPI JPMorgan Equity Premium Income ETF	2.42%

Correlation

The correlation between FITBI and JEPI is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 12, 2026	-0.02

Return for Risk

FITBI vs. JEPI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FITBI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

JEPI

JEPI Risk / Return Rank: 34
JEPI Sharpe Ratio Rank: 36
JEPI Sortino Ratio Rank: 36
JEPI Omega Ratio Rank: 35
JEPI Calmar Ratio Rank: 31
JEPI Martin Ratio Rank: 31

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FITBI vs. JEPI - Risk-Adjusted Trends 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.

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.

	FITBI	JEPI	Difference
Sharpe ratio: Return per unit of total volatility	—	1.04	—
Sortino ratio: Return per unit of downside risk	—	1.55	—
Omega ratio: Gain probability vs. loss probability	—	1.19	—
Calmar ratio: Return relative to maximum drawdown	—	1.25	—
Martin ratio: Return relative to average drawdown	—	3.57	—

Drawdowns

FITBI vs. JEPI - Drawdown Comparison

The maximum FITBI drawdown since its inception was 0.00%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for FITBI and JEPI.

Drawdown Indicators

	FITBI	JEPI	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-13.71%	+13.71%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.68%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-13.26%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-13.71%	—
Current Drawdown Current decline from peak	0.00%	-1.84%	+1.84%
Average Drawdown Average peak-to-trough decline	0.00%	-2.13%	+2.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.34%	—

Volatility

Volatility by Period

	FITBI	JEPI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.10%	—
Volatility (6M) Calculated over the trailing 6-month period	—	6.31%	—
Volatility (1Y) Calculated over the trailing 1-year period	6.83%	8.03%	-1.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.83%	11.09%	-4.26%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.83%	10.75%	-3.92%

Dividends

FITBI vs. JEPI - Dividend Comparison

FITBI's dividend yield for the trailing twelve months is around 1.89%, less than JEPI's 8.05% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
FITBI Fifth Third Bancorp	1.89%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
JEPI JPMorgan Equity Premium Income ETF	8.05%	8.25%	7.33%	8.40%	11.68%	6.59%	5.79%

Frequently Asked Questions

Can I hold both FITBI and JEPI in my portfolio?

FITBI and JEPI have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.