UWMC vs. JEPI
Compare and contrast key facts about UWM Holdings Corporation (UWMC) 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: UWMC or JEPI.
Correlation
The correlation between UWMC and JEPI is 0.26, 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.
Performance
UWMC vs. JEPI - Performance Comparison
Key characteristics
UWMC:
0.01
JEPI:
1.77
UWMC:
0.33
JEPI:
2.39
UWMC:
1.04
JEPI:
1.34
UWMC:
0.01
JEPI:
2.78
UWMC:
0.03
JEPI:
8.96
UWMC:
21.06%
JEPI:
1.53%
UWMC:
42.58%
JEPI:
7.78%
UWMC:
-76.27%
JEPI:
-13.71%
UWMC:
-37.34%
JEPI:
-0.56%
Returns By Period
In the year-to-date period, UWMC achieves a 10.90% return, which is significantly higher than JEPI's 3.74% return.
UWMC
10.90%
6.03%
-27.48%
0.58%
N/A
N/A
JEPI
3.74%
2.02%
6.69%
13.58%
N/A
N/A
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Risk-Adjusted Performance
UWMC vs. JEPI — Risk-Adjusted Performance Rank
UWMC
JEPI
UWMC vs. JEPI - Risk-Adjusted Performance 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.
Dividends
UWMC vs. JEPI - Dividend Comparison
UWMC's dividend yield for the trailing twelve months is around 6.14%, less than JEPI's 7.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
UWMC UWM Holdings Corporation | 6.14% | 6.81% | 5.59% | 12.08% | 6.76% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 7.15% | 7.33% | 8.40% | 11.67% | 6.59% | 5.79% |
Drawdowns
UWMC vs. JEPI - Drawdown Comparison
The maximum UWMC drawdown since its inception was -76.27%, 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. For additional features, visit the drawdowns tool.
Volatility
UWMC vs. JEPI - Volatility Comparison
UWM Holdings Corporation (UWMC) has a higher volatility of 10.44% compared to JPMorgan Equity Premium Income ETF (JEPI) at 1.61%. 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.