FITBI vs. JEPQ

Last updated Jul 14, 2026

FITBI (Fifth Third Bancorp) is a stock, while JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) is Nasdaq-100 fund tracking the Nasdaq-100 Index. At a correlation of -0.22, they often move in opposite directions.

Performance

FITBI vs. JEPQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fifth Third Bancorp (FITBI) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). 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*: —

JEPQ

• 1D: -1.52%
• 1M: 0.59%
• 6M: 6.42%
• YTD: 8.49%
• 1Y: 22.08%
• 3Y*: 18.89%
• 5Y*: —
• 10Y*: —

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

FITBI vs. JEPQ - Yearly Performance Comparison

	2026 (YTD)
FITBI Fifth Third Bancorp	1.92%
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	1.22%

Correlation

The correlation between FITBI and JEPQ is -0.22, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 12, 2026	-0.22

Return for Risk

FITBI vs. JEPQ — 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.

JEPQ

JEPQ Risk / Return Rank: 65
JEPQ Sharpe Ratio Rank: 60
JEPQ Sortino Ratio Rank: 58
JEPQ Omega Ratio Rank: 65
JEPQ Calmar Ratio Rank: 63
JEPQ Martin Ratio Rank: 77

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. JEPQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fifth Third Bancorp (FITBI) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). 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	JEPQ	Difference
Sharpe ratio: Return per unit of total volatility	—	1.62	—
Sortino ratio: Return per unit of downside risk	—	2.19	—
Omega ratio: Gain probability vs. loss probability	—	1.31	—
Calmar ratio: Return relative to maximum drawdown	—	2.52	—
Martin ratio: Return relative to average drawdown	—	11.61	—

Drawdowns

FITBI vs. JEPQ - Drawdown Comparison

The maximum FITBI drawdown since its inception was 0.00%, smaller than the maximum JEPQ drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for FITBI and JEPQ.

Drawdown Indicators

	FITBI	JEPQ	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-20.07%	+20.07%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.82%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-20.07%	—
Current Drawdown Current decline from peak	0.00%	-2.03%	+2.03%
Average Drawdown Average peak-to-trough decline	0.00%	-3.37%	+3.37%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.91%	—

Volatility

Volatility by Period

	FITBI	JEPQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.46%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.30%	—
Volatility (1Y) Calculated over the trailing 1-year period	6.83%	13.75%	-6.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.83%	16.82%	-9.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.83%	16.82%	-9.99%

Dividends

FITBI vs. JEPQ - Dividend Comparison

FITBI's dividend yield for the trailing twelve months is around 1.89%, less than JEPQ's 10.51% yield.

Position	TTM	2025	2024	2023	2022
FITBI Fifth Third Bancorp	1.89%	0.00%	0.00%	0.00%	0.00%
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	10.51%	10.53%	9.65%	10.03%	9.44%

Frequently Asked Questions

Can I hold both FITBI and JEPQ in my portfolio?

FITBI and JEPQ 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.