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 -41.73%/yr vs 9.24%/yr for JEPI. At a 0.14 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 -32.86% return, which is significantly lower than JEPI's 3.70% return.
ISPR
- 1D
- -1.57%
- 1M
- 13.94%
- 6M
- -36.05%
- YTD
- -32.86%
- 1Y
- -36.27%
- 3Y*
- -41.73%
- 5Y*
- —
- 10Y*
- —
JEPI
- 1D
- 0.64%
- 1M
- 1.46%
- 6M
- 1.59%
- YTD
- 3.70%
- 1Y
- 8.94%
- 3Y*
- 9.24%
- 5Y*
- 7.39%
- 10Y*
- —
ISPR vs. JEPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ISPR Ispire Technology Inc. Common Stock | -32.86% | -44.33% | -58.53% | 42.20% |
JEPI JPMorgan Equity Premium Income ETF | 3.70% | 8.09% | 12.57% | 7.69% |
Correlation
The correlation between ISPR and JEPI is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Apr 4, 2023 | 0.14 |
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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 | -1.44 | ||
| Sortino ratioReturn per unit of downside risk | -1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.21 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.52 | 1.34 | -1.86 |
| Martin ratioReturn relative to average drawdown | -0.95 | 3.81 | -4.77 |
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Drawdowns
ISPR vs. JEPI - Drawdown Comparison
The maximum ISPR drawdown since its inception was -93.25%, 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 | -93.25% | -13.71% | -79.54% |
Max Drawdown (1Y)Largest decline over 1 year | -70.11% | -6.68% | -63.43% |
Max Drawdown (3Y)Largest decline over 3 years | -93.25% | -13.26% | -79.99% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.71% | — |
Current DrawdownCurrent decline from peak | -88.47% | -1.46% | -87.01% |
Average DrawdownAverage peak-to-trough decline | -58.48% | -2.13% | -56.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 38.19% | 2.35% | +35.84% |
Volatility
ISPR vs. JEPI - Volatility Comparison
Ispire Technology Inc. Common Stock (ISPR) has a higher volatility of 44.68% compared to JPMorgan Equity Premium Income ETF (JEPI) at 1.97%. 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 | 44.68% | 1.97% | +42.71% |
Volatility (6M)Calculated over the trailing 6-month period | 91.36% | 6.34% | +85.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 112.51% | 8.02% | +104.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 96.42% | 11.09% | +85.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 96.42% | 10.75% | +85.67% |
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 8.02%.
| 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 | 8.02% | 8.25% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% |
Frequently Asked Questions
ISPR and JEPI have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ISPR has higher volatility (44.68%) compared to JEPI (1.97%). In terms of maximum drawdown, ISPR dropped -93.25% vs JEPI's -13.71%.
JEPI currently has the higher Sharpe Ratio (1.12 vs -0.32), 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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