IBIT vs JEPI
Comparison between iShares Bitcoin Trust (IBIT, ETF) and JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI, ETF).
IBIT vs JEPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBIT
$47B
JEPI
$46B
Expense Ratio
Winner
IBIT
0.25%
JEPI
0.35%
Max Drawdown
IBIT
53.30%
Winner
JEPI
20.01%
Sharpe Ratio
IBIT
-0.73
Winner
JEPI
0.75
5Y Beta
IBIT
1.19
Winner
JEPI
0.57
P/E Ratio
IBIT
N/A
JEPI
26.21
Forward P/E
IBIT
N/A
JEPI
21.62
PEG Ratio
IBIT
N/A
JEPI
0.58
5Y Dividends CAGR
IBIT
N/A
JEPI
-1.77%
5Y EPS CAGR
IBIT
N/A
JEPI
18.15%
Debt to Equity
IBIT
N/A
JEPI
-4.04%
P/S Ratio
IBIT
N/A
JEPI
3.34
P/B Ratio
IBIT
N/A
JEPI
5.71
IBIT vs JEPI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBIT
+15.95%
JEPI
+2.95%
3M
IBIT
-0.73%
Winner
JEPI
+5.39%
6M
Winner
IBIT
+13.69%
JEPI
+1.48%
1Y
IBIT
-31.42%
Winner
JEPI
+10.32%
5Y(CAGR)
IBIT
N/A
JEPI
+7.36%
Max(CAGR)
Winner
IBIT
+20.88%
JEPI
+11.47%
IBIT vs JEPI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBIT | JEPI |
|---|---|---|
| 2026 | -14.25% | +5.94% |
| 2025 | -10.33% | +8.18% |
| 2024 | +99.21% | +12.29% |
| 2023 | N/A | +9.85% |
| 2022 | N/A | -3.09% |
| 2021 | N/A | +22.85% |
| 2020 | N/A | +18.59% |
IBIT vs JEPI Drawdown Comparison
The maximum drawdown for IBIT was -53.30%, occurring on Jun 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for JEPI was -13.72%, occurring on Sep 30, 2022. Recovery took 291 trading sessions.
The current IBIT drawdown is -38.73%. The current JEPI drawdown is -0.17%.
| Rank | IBIT | JEPI |
|---|---|---|
| #1 | -53.30% Oct 6, 2025 - Jun 30, 2026 | -13.72% Apr 20, 2022 - Jun 16, 2023 |
| #2 | -28.22% Dec 17, 2024 - May 20, 2025 | -13.26% Feb 19, 2025 - Aug 22, 2025 |
| #3 | -27.51% Mar 13, 2024 - Nov 6, 2024 | -7.11% Dec 31, 2021 - Apr 8, 2022 |
| #4 | -16.18% Jan 11, 2024 - Feb 9, 2024 | -6.70% Sep 14, 2023 - Dec 1, 2023 |
| #5 | -12.03% Aug 13, 2025 - Oct 6, 2025 | -6.68% Feb 27, 2026 - Aug 5, 2026 |
| #6 | -8.62% Mar 4, 2024 - Mar 8, 2024 | -4.92% Nov 29, 2024 - Feb 19, 2025 |
| #7 | -8.48% Nov 22, 2024 - Dec 6, 2024 | -4.52% Sep 2, 2021 - Oct 26, 2021 |
| #8 | -8.48% May 22, 2025 - Jul 9, 2025 | -4.15% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -5.81% Jul 14, 2025 - Aug 13, 2025 | -3.86% Jul 31, 2024 - Aug 15, 2024 |
| #10 | -5.31% Dec 6, 2024 - Dec 13, 2024 | -3.59% Mar 28, 2024 - May 15, 2024 |
| #11 | -2.59% Nov 12, 2024 - Nov 15, 2024 | -3.58% Sep 2, 2020 - Oct 7, 2020 |
| #12 | -1.99% Feb 20, 2024 - Feb 22, 2024 | -3.37% Jun 3, 2020 - Jul 6, 2020 |
| #13 | -1.88% Feb 22, 2024 - Feb 26, 2024 | -3.23% Nov 16, 2021 - Dec 7, 2021 |
| #14 | -1.54% Feb 12, 2024 - Feb 14, 2024 | -2.83% Jan 25, 2021 - Feb 18, 2021 |
| #15 | -0.95% Mar 11, 2024 - Mar 13, 2024 | -2.57% Feb 18, 2021 - Mar 9, 2021 |
Correlation
Correlation between IBIT and JEPI is 0.23 which considered as a very weak or no correlation - the stocks move independently of each other.
0.23
-101
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