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HEMI vs JEPQ

Hartford Equity Premium Income ETF vs JPMorgan Nasdaq Equity Premium Income ETF

HEMI

Hartford Equity Premium Income ETF

Hartford Mutual Funds

Annual cost

0.49%

Fund size

$33M

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan

Annual cost

0.35%

Fund size

$37.7B

Key differences

  • JEPQ costs 0.14% less per year.
  • JEPQ is significantly larger than HEMI — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

HEMIJEPQ
Annual cost (TER)0.49%0.35%
Fund size (AUM)$33M$37.7B
Since20252022
Dividend yield10.43%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+30.2%
CAGR 3YN/A+21.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.13
Volatility 1Y11.77%
Max drawdown-7.79%-20.07%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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