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 -36.17%/yr vs 9.13%/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 -35.00% return, which is significantly lower than JEPI's 1.33% return.
ISPR
- 1D
- -7.14%
- 1M
- 0.83%
- YTD
- -35.00%
- 6M
- -30.00%
- 1Y
- -22.55%
- 3Y*
- -36.17%
- 5Y*
- —
- 10Y*
- —
JEPI
- 1D
- 0.41%
- 1M
- 0.22%
- YTD
- 1.33%
- 6M
- 0.79%
- 1Y
- 7.37%
- 3Y*
- 9.13%
- 5Y*
- 7.28%
- 10Y*
- —
ISPR vs. JEPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ISPR Ispire Technology Inc. Common Stock | -35.00% | -44.33% | -58.53% | 42.20% |
JEPI JPMorgan Equity Premium Income ETF | 1.33% | 8.09% | 12.57% | 7.69% |
Correlation
The correlation between ISPR and JEPI is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Apr 4, 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.
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.
| ISPR | JEPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.17 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.35 | 1.11 | -1.46 |
| Martin ratioReturn relative to average drawdown | -0.64 | 3.25 | -3.89 |
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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 | -88.83% | -3.71% | -85.12% |
Average DrawdownAverage peak-to-trough decline | -57.87% | -2.13% | -55.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 35.38% | 2.27% | +33.11% |
Volatility
ISPR vs. JEPI - Volatility Comparison
Ispire Technology Inc. Common Stock (ISPR) has a higher volatility of 24.79% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.38%. 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 | 24.79% | 2.38% | +22.41% |
Volatility (6M)Calculated over the trailing 6-month period | 84.67% | 6.30% | +78.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 110.85% | 8.02% | +102.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 94.72% | 11.08% | +83.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 94.72% | 10.78% | +83.94% |
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 8.18%.
| 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 | 8.18% | 8.25% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% |
Frequently Asked Questions
ISPR and JEPI have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ISPR has higher volatility (24.79%) compared to JEPI (2.38%). In terms of maximum drawdown, ISPR dropped -91.90% vs JEPI's -13.71%.
JEPI currently has the higher Sharpe Ratio (0.93 vs -0.20), 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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