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MDLN vs. JEPQ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MDLN vs. JEPQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Medline Inc (MDLN) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). The values are adjusted to include any dividend payments, if applicable.

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MDLN vs. JEPQ - Yearly Performance Comparison


2026 (YTD)2025
MDLN
Medline Inc
4.76%2.44%
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
-1.88%2.72%

Returns By Period

In the year-to-date period, MDLN achieves a 4.76% return, which is significantly higher than JEPQ's -1.88% return.


MDLN

1D
-1.12%
1M
-4.03%
YTD
4.76%
6M
1Y
3Y*
5Y*
10Y*

JEPQ

1D
1.02%
1M
-2.60%
YTD
-1.88%
6M
2.46%
1Y
20.16%
3Y*
19.46%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MDLN vs. JEPQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MDLN

JEPQ
JEPQ Risk / Return Rank: 6868
Overall Rank
JEPQ Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
JEPQ Sortino Ratio Rank: 6363
Sortino Ratio Rank
JEPQ Omega Ratio Rank: 7171
Omega Ratio Rank
JEPQ Calmar Ratio Rank: 6969
Calmar Ratio Rank
JEPQ Martin Ratio Rank: 7979
Martin Ratio Rank
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.

MDLN vs. JEPQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Medline Inc (MDLN) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

MDLN vs. JEPQ - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MDLNJEPQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.70

0.84

-0.14

Correlation

The correlation between MDLN and JEPQ is 0.13, 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.


Dividends

MDLN vs. JEPQ - Dividend Comparison

MDLN has not paid dividends to shareholders, while JEPQ's dividend yield for the trailing twelve months is around 11.14%.


TTM2025202420232022
MDLN
Medline Inc
0.00%0.00%0.00%0.00%0.00%
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
11.14%10.53%9.65%10.03%9.44%

Drawdowns

MDLN vs. JEPQ - Drawdown Comparison

The maximum MDLN drawdown since its inception was -17.84%, smaller than the maximum JEPQ drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for MDLN and JEPQ.


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Drawdown Indicators


MDLNJEPQDifference

Max Drawdown

Largest peak-to-trough decline

-17.84%

-20.07%

+2.23%

Max Drawdown (1Y)

Largest decline over 1 year

-11.58%

Current Drawdown

Current decline from peak

-11.98%

-4.89%

-7.09%

Average Drawdown

Average peak-to-trough decline

-6.72%

-3.55%

-3.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.36%

Volatility

MDLN vs. JEPQ - Volatility Comparison


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Volatility by Period


MDLNJEPQDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.08%

Volatility (6M)

Calculated over the trailing 6-month period

10.52%

Volatility (1Y)

Calculated over the trailing 1-year period

40.87%

18.54%

+22.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.87%

16.91%

+23.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.87%

16.91%

+23.96%