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JEPQ vs JPEF
JPMorgan Nasdaq Equity Premium Income ETF vs JPMorgan Equity Focus ETF
Key differences
- JEPQ costs 0.09% less per year.
- JEPQ is significantly larger than JPEF — larger funds tend to be more liquid and less likely to close.
- JEPQ follows a active selection strategy; JPEF uses index tracking.
- JPEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JEPQ | JPEF | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.44% |
| Fund size (AUM) | $37.7B | $1.9B |
| Since | 2022 | 2011 |
| Dividend yield | 10.43% | 0.67% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +30.2% | +23.0% |
| CAGR 3Y | +21.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.13 | N/A |
| Volatility 1Y | 11.77% | 11.53% |
| Max drawdown | -20.07% | -18.09% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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