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
$205B
JEPI
$45B
Expense Ratio
USOI
N/A
JEPI
0.35%
Max Drawdown
USOI
44.15%
Winner
JEPI
20.01%
Sharpe Ratio
Winner
USOI
0.90
JEPI
0.49
5Y Beta
USOI
N/A
JEPI
0.58
P/E Ratio
Winner
USOI
-42.63
JEPI
26.95
Forward P/E
USOI
N/A
JEPI
21.36
PEG Ratio
USOI
N/A
JEPI
0.74
5Y Dividends CAGR
USOI
N/A
JEPI
-1.07%
5Y EPS CAGR
USOI
N/A
JEPI
16.15%
Debt to Equity
USOI
467.72%
Winner
JEPI
-12.82%
Free Cash Flow Yield
USOI
18.58%
JEPI
N/A
P/S Ratio
USOI
N/A
JEPI
3.30
P/B Ratio
USOI
N/A
JEPI
5.60
USOI vs JEPI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USOI
+3.14%
JEPI
+1.68%
3M
USOI
+0.23%
Winner
JEPI
+0.63%
6M
Winner
USOI
+27.50%
JEPI
+1.37%
1Y
Winner
USOI
+26.25%
JEPI
+7.91%
5Y(CAGR)
USOI
N/A
JEPI
+7.28%
Max(CAGR)
Winner
USOI
+12.71%
JEPI
+11.11%
USOI vs JEPI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | USOI | JEPI |
|---|---|---|
| 2026 | +32.51% | +2.91% |
| 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 -23.36%, occurring on Jul 1, 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 USOI drawdown is -14.65%. The current JEPI drawdown is -2.07%.
| Rank | USOI | JEPI |
|---|---|---|
| #1 | -23.36% May 19, 2026 - Jul 1, 2026 | -13.72% Apr 20, 2022 - Jun 16, 2023 |
| #2 | -19.44% Jan 15, 2025 - Mar 2, 2026 | -13.26% Feb 19, 2025 - Aug 22, 2025 |
| #3 | -13.81% Jul 17, 2024 - Jan 15, 2025 | -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 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.51
-101
Dividend Comparison (2020 - 2026)
USOI vs JEPI dividend yield comparison.
| Year | USOI | JEPI |
|---|---|---|
| 2026 | 32.95% | 4.13% |
| 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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