Screener
JEPQ vs JEPI
JPMorgan Nasdaq Equity Premium Income ETF vs JPMorgan Equity Premium Income ETF
Key differences
- JEPQ is classified as equity, while JEPI is alternative — different risk/return profiles.
- JEPQ follows a active selection strategy; JEPI uses option income.
- Over the last 3 years, JEPQ has delivered higher annualized returns.
Side-by-side comparison
| JEPQ | JEPI | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.35% |
| Fund size (AUM) | $37.7B | $45.6B |
| Since | 2022 | 2020 |
| Dividend yield | 10.43% | 8.29% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +30.2% | +10.1% |
| CAGR 3Y | +21.2% | +9.1% |
| CAGR 5Y | N/A | +7.8% |
| Sharpe 3Y | 1.13 | 0.57 |
| Volatility 1Y | 11.77% | 7.89% |
| Max drawdown | -20.07% | -13.71% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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