V vs. JEPQ
V (Visa 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, V returned 13.87%/yr vs 19.91%/yr for JEPQ. At a 0.47 correlation, their price movements are largely independent.
Performance
V vs. JEPQ - Performance Comparison
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Returns By Period
In the year-to-date period, V achieves a -7.69% return, which is significantly lower than JEPQ's 7.85% return.
V
- 1D
- 1.05%
- 1M
- 0.65%
- YTD
- -7.69%
- 6M
- -6.93%
- 1Y
- -12.51%
- 3Y*
- 13.87%
- 5Y*
- 7.33%
- 10Y*
- 15.98%
JEPQ
- 1D
- 0.62%
- 1M
- 0.88%
- YTD
- 7.85%
- 6M
- 8.80%
- 1Y
- 25.53%
- 3Y*
- 19.91%
- 5Y*
- —
- 10Y*
- —
V vs. JEPQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
V Visa Inc. | -7.69% | 11.76% | 22.32% | 26.31% | 0.21% |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 7.85% | 15.18% | 24.85% | 36.28% | -11.16% |
Correlation
The correlation between V and JEPQ is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since May 4, 2022 | 0.47 |
Over the past year, the correlation between V and JEPQ has dropped to 0.24 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.
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Return for Risk
V vs. JEPQ — Risk / Return Rank
V
JEPQ
V vs. JEPQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) 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.
| V | JEPQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.59 | ||
| Sortino ratioReturn per unit of downside risk | -3.38 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.40 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | -0.73 | 2.91 | -3.64 |
| Martin ratioReturn relative to average drawdown | -1.57 | 13.84 | -15.41 |
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Drawdowns
V vs. JEPQ - Drawdown Comparison
The maximum V drawdown since its inception was -51.90%, which is greater than JEPQ's maximum drawdown of -20.07%. Use the drawdown chart below to compare losses from any high point for V and JEPQ.
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Drawdown Indicators
| V | JEPQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.90% | -20.07% | -31.83% |
Max Drawdown (1Y)Largest decline over 1 year | -17.18% | -8.82% | -8.36% |
Max Drawdown (3Y)Largest decline over 3 years | -20.38% | -20.07% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -28.60% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.36% | — | — |
Current DrawdownCurrent decline from peak | -12.96% | -1.64% | -11.32% |
Average DrawdownAverage peak-to-trough decline | -8.26% | -3.41% | -4.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.73% | 1.85% | +8.88% |
Volatility
V vs. JEPQ - Volatility Comparison
Visa Inc. (V) has a higher volatility of 5.57% compared to JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) at 4.98%. This indicates that V'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
| V | JEPQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 4.98% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 17.57% | 10.22% | +7.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.35% | 12.61% | +9.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.82% | 16.73% | +6.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.45% | 16.73% | +7.72% |
Dividends
V vs. JEPQ - Dividend Comparison
V's dividend yield for the trailing twelve months is around 0.81%, less than JEPQ's 10.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 10.22% | 10.53% | 9.65% | 10.03% | 9.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
V Visa Inc. | 0.81% | 0.70% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% |
Frequently Asked Questions
V and JEPQ have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
V has higher volatility (5.57%) compared to JEPQ (4.98%). In terms of maximum drawdown, V dropped -51.90% vs JEPQ's -20.07%.
JEPQ currently has the higher Sharpe Ratio (2.03 vs -0.56), 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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