Correlation
The correlation between OBT and JEPI is 0.19, 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.
OBT vs. JEPI
Compare and contrast key facts about Orange County Bancorp, Inc. (OBT) and JPMorgan Equity Premium Income ETF (JEPI).
JEPI is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBT or JEPI.
Performance
OBT vs. JEPI - Performance Comparison
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Key characteristics
OBT:
0.24
JEPI:
0.55
OBT:
0.63
JEPI:
0.74
OBT:
1.08
JEPI:
1.12
OBT:
0.28
JEPI:
0.48
OBT:
0.59
JEPI:
1.99
OBT:
15.18%
JEPI:
3.18%
OBT:
50.65%
JEPI:
13.83%
OBT:
-57.57%
JEPI:
-13.71%
OBT:
-19.05%
JEPI:
-4.17%
Returns By Period
In the year-to-date period, OBT achieves a -7.46% return, which is significantly lower than JEPI's 0.01% return.
OBT
-7.46%
10.45%
-12.54%
12.00%
12.67%
18.01%
11.57%
JEPI
0.01%
2.20%
-3.91%
7.54%
7.69%
10.91%
N/A
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Risk-Adjusted Performance
OBT vs. JEPI — Risk-Adjusted Performance Rank
OBT
JEPI
OBT vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Orange County Bancorp, Inc. (OBT) 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.
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Dividends
OBT vs. JEPI - Dividend Comparison
OBT's dividend yield for the trailing twelve months is around 1.90%, less than JEPI's 8.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBT Orange County Bancorp, Inc. | 1.90% | 1.69% | 1.53% | 1.78% | 1.99% | 2.94% | 2.72% | 3.00% | 2.93% | 7.05% | 5.10% | 3.77% |
JEPI JPMorgan Equity Premium Income ETF | 8.02% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
OBT vs. JEPI - Drawdown Comparison
The maximum OBT drawdown since its inception was -57.57%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for OBT and JEPI.
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Volatility
OBT vs. JEPI - Volatility Comparison
Orange County Bancorp, Inc. (OBT) has a higher volatility of 14.01% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.34%. This indicates that OBT'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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