UWMC vs. JEPI
UWMC (UWM Holdings Corporation) is a stock, while JEPI (JPMorgan Equity Premium Income ETF) is Dividend fund actively managed by JPMorgan. Over the past 5 years, UWMC returned -18.49%/yr vs 7.40%/yr for JEPI. Their 0.33 correlation means their historical movements had little consistent relationship.
Performance
UWMC vs. JEPI - Performance Comparison
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Returns By Period
In the year-to-date period, UWMC achieves a -55.33% return, which is significantly lower than JEPI's 4.52% return.
UWMC
- 1D
- -2.15%
- 1M
- -16.13%
- 6M
- -60.15%
- YTD
- -55.33%
- 1Y
- -51.37%
- 3Y*
- -29.18%
- 5Y*
- -18.49%
- 10Y*
- —
- ALL TIME*
- -20.83%
JEPI
- 1D
- 0.33%
- 1M
- 1.27%
- 6M
- 2.16%
- YTD
- 4.52%
- 1Y
- 11.16%
- 3Y*
- 9.21%
- 5Y*
- 7.40%
- 10Y*
- —
- ALL TIME*
- 11.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $260.98M | $260.42M | $297.70M | |
| $29.45M | $31.93M | $54.19M |
UWMC vs. JEPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UWMC UWM Holdings Corporation | -55.33% | -19.30% | -13.04% | 132.11% | -38.03% | -37.29% |
JEPI JPMorgan Equity Premium Income ETF | 4.52% | 8.09% | 12.57% | 9.83% | -3.49% | 21.90% |
Correlation
The correlation between UWMC and JEPI is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.34 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Mar 4, 2021 | 0.33 |
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Return for Risk
UWMC vs. JEPI — Risk / Return Rank
UWMC
JEPI
UWMC vs. JEPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UWM Holdings Corporation (UWMC) 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.
| UWMC | JEPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.13 | ||
| Sortino ratioReturn per unit of downside risk | -3.16 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.23 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.69 | 1.52 | -2.22 |
| Martin ratioReturn relative to average drawdown | -1.29 | 4.32 | -5.61 |
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Drawdowns
UWMC vs. JEPI - Drawdown Comparison
The maximum UWMC drawdown since its inception was -78.13%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for UWMC and JEPI.
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Drawdown Indicators
| UWMC | JEPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.13% | -13.71% | -64.42% |
Max Drawdown (1Y)Largest decline over 1 year | -71.94% | -6.68% | -65.26% |
Max Drawdown (3Y)Largest decline over 3 years | -78.13% | -13.26% | -64.87% |
Max Drawdown (5Y)Largest decline over 5 years | -78.13% | -13.71% | -64.42% |
Current DrawdownCurrent decline from peak | -77.12% | -0.68% | -76.44% |
Average DrawdownAverage peak-to-trough decline | -38.58% | -2.13% | -36.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 38.31% | 2.36% | +35.95% |
Volatility
UWMC vs. JEPI - Volatility Comparison
UWM Holdings Corporation (UWMC) has a higher volatility of 16.37% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.38%. This indicates that UWMC'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
| UWMC | JEPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.37% | 2.38% | +13.99% |
Volatility (6M)Calculated over the trailing 6-month period | 40.61% | 6.37% | +34.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 56.47% | 8.15% | +48.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.23% | 11.10% | +40.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.23% | 10.73% | +40.50% |
Dividends
UWMC vs. JEPI - Dividend Comparison
UWMC's dividend yield for the trailing twelve months is around 21.98%, more than JEPI's 7.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
JEPI JPMorgan Equity Premium Income ETF | 7.34% | 8.25% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% |
UWMC UWM Holdings Corporation | 21.98% | 9.13% | 6.81% | 5.59% | 12.08% | 6.76% | 0.00% |
Frequently Asked Questions
UWMC and JEPI have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UWMC has higher volatility (16.37%) compared to JEPI (2.38%). In terms of maximum drawdown, UWMC dropped -78.13% vs JEPI's -13.71%.
JEPI currently has the higher Sharpe Ratio (1.25 vs -0.88), 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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