FITBI vs. JEPQ
Compare and contrast key facts about Fifth Third Bancorp (FITBI) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ).
JEPQ is an actively managed fund by JPMorgan Chase. It was launched on May 3, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FITBI or JEPQ.
Correlation
The correlation between FITBI and JEPQ is 0.22, 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. JEPQ - Performance Comparison
Key characteristics
FITBI:
2.17
JEPQ:
1.79
FITBI:
3.41
JEPQ:
2.37
FITBI:
1.41
JEPQ:
1.35
FITBI:
4.24
JEPQ:
2.20
FITBI:
14.05
JEPQ:
9.30
FITBI:
0.91%
JEPQ:
2.54%
FITBI:
5.89%
JEPQ:
13.17%
FITBI:
-34.39%
JEPQ:
-16.82%
FITBI:
-0.19%
JEPQ:
-0.19%
Returns By Period
In the year-to-date period, FITBI achieves a 3.48% return, which is significantly lower than JEPQ's 4.40% return.
FITBI
3.48%
1.63%
6.91%
12.54%
5.19%
6.07%
JEPQ
4.40%
2.26%
15.27%
24.58%
N/A
N/A
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Risk-Adjusted Performance
FITBI vs. JEPQ — Risk-Adjusted Performance Rank
FITBI
JEPQ
FITBI vs. JEPQ - Risk-Adjusted Performance 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.
Dividends
FITBI vs. JEPQ - Dividend Comparison
FITBI's dividend yield for the trailing twelve months is around 8.84%, less than JEPQ's 9.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITBI Fifth Third Bancorp | 8.84% | 9.15% | 6.50% | 6.75% | 5.95% | 5.69% | 5.77% | 6.40% | 5.81% | 6.08% | 5.73% | 6.43% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9.51% | 9.66% | 10.02% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FITBI vs. JEPQ - Drawdown Comparison
The maximum FITBI drawdown since its inception was -34.39%, which is greater than JEPQ's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for FITBI and JEPQ. For additional features, visit the drawdowns tool.
Volatility
FITBI vs. JEPQ - Volatility Comparison
The current volatility for Fifth Third Bancorp (FITBI) is 1.70%, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has a volatility of 3.33%. This indicates that FITBI experiences smaller price fluctuations and is considered to be less risky than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.