Screener
JEPI vs JEPQ
JPMorgan Equity Premium Income ETF vs JPMorgan Nasdaq Equity Premium Income ETF
Key differences
- JEPI is classified as alternative, while JEPQ is equity — different risk/return profiles.
- JEPI follows a option income strategy; JEPQ uses active selection.
- Over the last 3 years, JEPQ has delivered higher annualized returns.
Side-by-side comparison
| JEPI | JEPQ | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.35% |
| Fund size (AUM) | $45.6B | $37.7B |
| Since | 2020 | 2022 |
| Dividend yield | 8.29% | 10.43% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +10.1% | +30.2% |
| CAGR 3Y | +9.1% | +21.2% |
| CAGR 5Y | +7.8% | N/A |
| Sharpe 3Y | 0.57 | 1.13 |
| Volatility 1Y | 7.89% | 11.77% |
| Max drawdown | -13.71% | -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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