USOI vs JEPI
Comparison between UBS AG London Branch (USOI, Company) and JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI, ETF).
USOI vs JEPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
Winner
USOI
$234B
JEPI
$46B
Expense Ratio
USOI
N/A
JEPI
0.35%
Max Drawdown
USOI
39.19%
Winner
JEPI
20.01%
Sharpe Ratio
Winner
USOI
1.53
JEPI
0.55
5Y Beta
USOI
N/A
JEPI
0.58
P/E Ratio
Winner
USOI
-48.77
JEPI
26.56
Forward P/E
USOI
N/A
JEPI
20.64
PEG Ratio
USOI
N/A
JEPI
0.76
5Y Dividends CAGR
USOI
N/A
JEPI
1.11%
5Y EPS CAGR
USOI
N/A
JEPI
17.64%
Debt to Equity
USOI
467.72%
Winner
JEPI
-18.87%
Free Cash Flow Yield
USOI
16.25%
JEPI
N/A
P/S Ratio
USOI
N/A
JEPI
3.49
P/B Ratio
USOI
N/A
JEPI
5.30
USOI vs JEPI - Historical Returns
Returns include dividend reinvestment.
1M
USOI
-1.67%
Winner
JEPI
-1.04%
3M
Winner
USOI
+21.74%
JEPI
-3.15%
6M
Winner
USOI
+39.29%
JEPI
+0.77%
1Y
Winner
USOI
+42.15%
JEPI
+7.88%
5Y(CAGR)
USOI
N/A
JEPI
+7.29%
Max(CAGR)
Winner
USOI
+18.42%
JEPI
+10.87%
USOI vs JEPI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | USOI | JEPI |
|---|---|---|
| 2026 | +44.10% | +0.22% |
| 2025 | -9.43% | +8.18% |
| 2024 | +6.91% | +12.29% |
| 2023 | N/A | +9.85% |
| 2022 | N/A | -3.09% |
| 2021 | N/A | +22.85% |
| 2020 | N/A | +18.59% |
USOI vs JEPI Drawdown Comparison
The maximum drawdown for USOI was -19.44%, occurring on May 5, 2025. Recovery took 281 trading sessions.
The maximum drawdown for JEPI was -13.72%, occurring on Sep 30, 2022. Recovery took 291 trading sessions.
The current USOI drawdown is -7.19%. The current JEPI drawdown is -4.63%.
| Rank | USOI | JEPI |
|---|---|---|
| #1 | -19.44% Jan 15, 2025 - Mar 2, 2026 | -13.72% Apr 20, 2022 - Jun 16, 2023 |
| #2 | -13.81% Jul 17, 2024 - Jan 15, 2025 | -13.26% Feb 19, 2025 - Aug 22, 2025 |
| #3 | -10.33% May 19, 2026 - May 29, 2026 | -7.11% Dec 31, 2021 - Apr 8, 2022 |
| #4 | -5.99% Apr 13, 2026 - Apr 21, 2026 | -6.70% Sep 14, 2023 - Dec 1, 2023 |
| #5 | -5.25% Apr 29, 2026 - May 12, 2026 | -6.68% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -3.87% Mar 20, 2026 - Mar 27, 2026 | -4.92% Nov 29, 2024 - Feb 19, 2025 |
| #7 | -1.77% Jul 11, 2024 - Jul 17, 2024 | -4.52% Sep 2, 2021 - Oct 26, 2021 |
| #8 | -1.29% Apr 23, 2026 - Apr 27, 2026 | -4.15% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -1.20% Mar 6, 2026 - Mar 12, 2026 | -3.86% Jul 31, 2024 - Aug 15, 2024 |
| #10 | -0.94% Mar 31, 2026 - Apr 2, 2026 | -3.59% Mar 28, 2024 - May 15, 2024 |
| #11 | -0.72% Apr 6, 2026 - Apr 13, 2026 | -3.58% Sep 2, 2020 - Oct 7, 2020 |
| #12 | -0.60% Jul 5, 2024 - Jul 11, 2024 | -3.37% Jun 3, 2020 - Jul 6, 2020 |
| #13 | -0.59% Jun 24, 2024 - Jun 27, 2024 | -3.23% Nov 16, 2021 - Dec 7, 2021 |
| #14 | -0.48% May 12, 2026 - May 14, 2026 | -2.83% Jan 25, 2021 - Feb 18, 2021 |
| #15 | -0.33% Jun 20, 2024 - Jun 24, 2024 | -2.57% Feb 18, 2021 - Mar 9, 2021 |
Correlation
Correlation between USOI and JEPI is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.46
-101
Dividend Comparison (2020 - 2026)
USOI vs JEPI dividend yield comparison.
| Year | USOI | JEPI |
|---|---|---|
| 2026 | 23.98% | 3.52% |
| 2025 | 27.21% | 8.25% |
| 2024 | 12.54% | 7.33% |
| 2023 | 0.00% | 8.40% |
| 2022 | 0.00% | 11.68% |
| 2021 | 0.00% | 6.59% |
| 2020 | 0.00% | 5.79% |
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