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JPEF vs JEPQ
JPMorgan Equity Focus ETF vs JPMorgan Nasdaq Equity Premium Income 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.
- JPEF follows a index tracking strategy; JEPQ uses active selection.
- JPEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPEF | JEPQ | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.35% |
| Fund size (AUM) | $1.9B | $37.7B |
| Since | 2011 | 2022 |
| Dividend yield | 0.67% | 10.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.0% | +30.2% |
| CAGR 3Y | N/A | +21.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.13 |
| Volatility 1Y | 11.53% | 11.77% |
| Max drawdown | -18.09% | -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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