UFPT vs. JEPQ
UFPT (UFP Technologies, Inc.) is a stock, while JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) is Nasdaq-100 fund tracking the Nasdaq-100 Index. Over the past 3 years, UFPT returned 8.29%/yr vs 18.89%/yr for JEPQ. At a 0.33 correlation, their price movements are largely independent.
Performance
UFPT vs. JEPQ - Performance Comparison
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Returns By Period
In the year-to-date period, UFPT achieves a 6.85% return, which is significantly lower than JEPQ's 8.49% return.
UFPT
- 1D
- 0.14%
- 1M
- 0.98%
- 6M
- -8.36%
- YTD
- 6.85%
- 1Y
- -2.17%
- 3Y*
- 8.29%
- 5Y*
- 32.06%
- 10Y*
- 26.23%
JEPQ
- 1D
- -1.52%
- 1M
- 0.59%
- 6M
- 6.42%
- YTD
- 8.49%
- 1Y
- 22.08%
- 3Y*
- 18.89%
- 5Y*
- —
- 10Y*
- —
UFPT vs. JEPQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
UFPT UFP Technologies, Inc. | 6.85% | -9.19% | 42.12% | 45.93% | 71.03% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 8.49% | 15.18% | 24.85% | 36.28% | -11.16% |
Correlation
The correlation between UFPT and JEPQ is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since May 4, 2022 | 0.33 |
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Return for Risk
UFPT vs. JEPQ — Risk / Return Rank
UFPT
JEPQ
UFPT vs. JEPQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UFP Technologies, Inc. (UFPT) 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.
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.
| UFPT | JEPQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.67 | ||
| Sortino ratioReturn per unit of downside risk | -1.95 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.31 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.07 | 2.52 | -2.59 |
| Martin ratioReturn relative to average drawdown | -0.14 | 11.61 | -11.75 |
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Drawdowns
UFPT vs. JEPQ - Drawdown Comparison
The maximum UFPT drawdown since its inception was -88.53%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for UFPT and JEPQ.
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Drawdown Indicators
| UFPT | JEPQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.53% | -20.07% | -68.46% |
Max Drawdown (1Y)Largest decline over 1 year | -30.69% | -8.82% | -21.87% |
Max Drawdown (3Y)Largest decline over 3 years | -48.31% | -20.07% | -28.24% |
Max Drawdown (5Y)Largest decline over 5 years | -48.31% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -48.31% | — | — |
Current DrawdownCurrent decline from peak | -33.81% | -2.03% | -31.78% |
Average DrawdownAverage peak-to-trough decline | -32.24% | -3.37% | -28.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.09% | 1.91% | +14.18% |
Volatility
UFPT vs. JEPQ - Volatility Comparison
UFP Technologies, Inc. (UFPT) has a higher volatility of 12.45% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 6.46%. This indicates that UFPT's price experiences larger fluctuations and is considered to be riskier than JEPQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UFPT | JEPQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.45% | 6.46% | +5.99% |
Volatility (6M)Calculated over the trailing 6-month period | 30.73% | 11.30% | +19.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.10% | 13.75% | +30.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.48% | 16.82% | +27.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.61% | 16.82% | +22.79% |
Dividends
UFPT vs. JEPQ - Dividend Comparison
UFPT has not paid dividends to shareholders, while JEPQ's dividend yield for the trailing twelve months is around 10.51%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 10.51% | 10.53% | 9.65% | 10.03% | 9.44% |
UFPT UFP Technologies, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UFPT and JEPQ have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UFPT has higher volatility (12.45%) compared to JEPQ (6.46%). In terms of maximum drawdown, UFPT dropped -88.53% vs JEPQ's -20.07%.
JEPQ currently has the higher Sharpe Ratio (1.62 vs -0.05), 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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