ISPR vs. JEPI
ISPR (Ispire Technology Inc. Common Stock) is a stock, while JEPI (JPMorgan Equity Premium Income ETF) is Dividend fund actively managed by JPMorgan. Over the past 3 years, ISPR returned -42.32%/yr vs 8.88%/yr for JEPI. At a 0.15 correlation, their price movements are largely independent.
Performance
ISPR vs. JEPI - Performance Comparison
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Returns By Period
In the year-to-date period, ISPR achieves a -42.50% return, which is significantly lower than JEPI's 0.15% return.
ISPR
- 1D
- -7.47%
- 1M
- 21.97%
- YTD
- -42.50%
- 6M
- -39.02%
- 1Y
- -36.11%
- 3Y*
- -42.32%
- 5Y*
- —
- 10Y*
- —
JEPI
- 1D
- 0.14%
- 1M
- -1.54%
- YTD
- 0.15%
- 6M
- 0.47%
- 1Y
- 7.70%
- 3Y*
- 8.88%
- 5Y*
- 7.26%
- 10Y*
- —
ISPR vs. JEPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ISPR Ispire Technology Inc. Common Stock | -42.50% | -44.33% | -58.53% | 60.66% |
JEPI JPMorgan Equity Premium Income ETF | 0.15% | 8.09% | 12.57% | 7.97% |
Correlation
The correlation between ISPR and JEPI is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Apr 5, 2023 | 0.15 |
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Return for Risk
ISPR vs. JEPI — Risk / Return Rank
ISPR
JEPI
ISPR vs. JEPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ispire Technology Inc. Common Stock (ISPR) 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.
| ISPR | JEPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.32 | ||
| Sortino ratioReturn per unit of downside risk | -1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.18 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.56 | 1.16 | -1.72 |
| Martin ratioReturn relative to average drawdown | -1.09 | 3.73 | -4.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ISPR | JEPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.33 | 0.99 | -1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.41 | 1.01 | -1.42 |
Drawdowns
ISPR vs. JEPI - Drawdown Comparison
The maximum ISPR drawdown since its inception was -91.90%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for ISPR and JEPI.
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Drawdown Indicators
| ISPR | JEPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.90% | -13.71% | -78.19% |
Max Drawdown (1Y)Largest decline over 1 year | -64.13% | -6.68% | -57.45% |
Max Drawdown (3Y)Largest decline over 3 years | -91.90% | -13.26% | -78.64% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.71% | — |
Current DrawdownCurrent decline from peak | -90.12% | -4.83% | -85.29% |
Average DrawdownAverage peak-to-trough decline | -57.24% | -2.12% | -55.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.31% | 2.07% | +31.24% |
Volatility
ISPR vs. JEPI - Volatility Comparison
Ispire Technology Inc. Common Stock (ISPR) has a higher volatility of 41.25% compared to JPMorgan Equity Premium Income ETF (JEPI) at 1.35%. This indicates that ISPR's price experiences larger fluctuations and is considered to be riskier 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
| ISPR | JEPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 41.25% | 1.35% | +39.90% |
Volatility (6M)Calculated over the trailing 6-month period | 85.04% | 6.07% | +78.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 109.61% | 7.85% | +101.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 94.69% | 11.06% | +83.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 94.69% | 10.80% | +83.89% |
Dividends
ISPR vs. JEPI - Dividend Comparison
ISPR has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 8.27%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
ISPR Ispire Technology Inc. Common Stock | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 8.27% | 8.25% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% |
Frequently Asked Questions
ISPR and JEPI have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ISPR has higher volatility (41.25%) compared to JEPI (1.35%). In terms of maximum drawdown, ISPR dropped -91.90% vs JEPI's -13.71%.
JEPI currently has the higher Sharpe Ratio (0.99 vs -0.33), 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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