JEPQ vs JEPI Stock Comparison: AI Score, Valuation, Performance and Upside
JEPQ and JEPI are both actively managed equity income funds from the same provider that combine stock holdings with covered call option writing to generate income, but JEPQ focuses on Nasdaq-100-style technology growth stocks, while JEPI focuses on lower-volatility, S&P 500-style large-cap stocks.
JEPQ offers higher potential income and technology sector participation with greater underlying volatility, while JEPI offers steadier income from lower-volatility, broad large-cap holdings. The decision depends on whether you want technology sector exposure alongside income generation or prefer a more conservative, lower-volatility income approach.
JEPQ and JEPI are closely matched — they split the tracked metrics evenly. JEPQ has delivered stronger 1-year price return (+18.55% vs +7.02% for JEPI).
- Want income generation combined with exposure to technology-oriented growth stocks
- Are comfortable with higher underlying volatility from Nasdaq-100-style holdings
- Value active management of both stock selection and options writing
- Accept capped upside during strong technology sector rallies in exchange for income
- Want steady income generation from lower-volatility, large-cap stock holdings
- Prefer more conservative underlying equity exposure than technology-heavy alternatives
- Value active management of both stock selection and options writing
- Accept capped upside during strong market rallies in exchange for income
| Metric | JEPQ | JEPI |
|---|---|---|
| ETF scorei | 79.0 | 57.0 |
| Latest closei | $60.24 | $56.24 |
| 1M returni | +1.77% | -2.34% |
| 6M returni | +15.11% | +4.57% |
| 1Y returni | +18.55% | +7.02% |
The ETF score weights long-term returns and risk-adjusted performance most heavily, but still rewards low expense ratios, larger fund size, and broader diversification — so it can favor low-cost, broad, mega-cap funds over smaller thematic or actively-managed funds even when the latter have delivered stronger returns.
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | JEPQ | JEPI |
|---|---|---|
| 1Y ago | $13.38K (+33.8%) started 2025-09-18 | $11.63K (+16.3%) started 2025-09-18 |
| 5Y ago | $35.69K (+256.9%) started 2022-05-04 | $24.53K (+145.3%) started 2021-09-20 |
| 10Y ago | $35.69K (+256.9%) started 2022-05-04 | $39.08K (+290.8%) started 2020-05-21 |
Hypothetical — past performance does not guarantee future results.
| Metric | JEPQ | JEPI |
|---|---|---|
| Expense ratioi | 0.35% | 0.35% |
| Total assets (AUM)i | $42.21B | $46.16B |
| Dividend yieldi | 10.84% | 7.97% |
| Trailing P/Ei | 29.14 | 25.00 |
| Betai | 0.84 | 0.53 |
| 52-week change | 18.55% | 7.02% |
| Metric | JEPQ | JEPI |
|---|---|---|
| 1Y returni | +18.55% | +7.02% |
| 6M returni | +15.11% | +4.57% |
| 1M returni | +1.77% | -2.34% |
| 1Y Sharpe ratio | 0.93 | 0.33 |
| Betai | 0.84 | 0.53 |
| Dividend yieldi | 10.84% | 7.97% |
| 5Y CAGR | +16.03% | +7.46% |
Over the past year, JEPQ and JEPI have moved moderately in the same direction (correlation of 0.55), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | JEPQ | JEPI |
|---|---|---|---|
| 1Y | Growthi | +18.55% | +7.02% |
| CAGRi | +18.56% | +7.02% | |
| Volatilityi | 14.76% | 8.05% | |
| Sharpe ratioi | 0.93 | 0.33 | |
| Sortino ratioi | 1.34 | 0.47 | |
| Max drawdowni | 8.82% | 6.68% | |
| Current drawdowni | 0.00% | 2.67% | |
| Avg drawdowni | 1.37% | 1.68% | |
| Ulcer Indexi | 2.17% | 2.40% | |
| Max daily dropi | 3.01% | 1.61% | |
| Max wkly dropi | 5.58% | 2.46% | |
| 5Y | Growthi | +91.68% | +43.26% |
| CAGRi | +16.03% | +7.46% | |
| Volatilityi | 16.72% | 11.09% | |
| Sharpe ratioi | 0.71 | 0.30 | |
| Sortino ratioi | 1.01 | 0.42 | |
| Max drawdowni | 20.07% | 13.71% | |
| Current drawdowni | 0.00% | 2.67% | |
| Avg drawdowni | 3.30% | 2.49% | |
| Ulcer Indexi | 5.23% | 3.73% | |
| Max daily dropi | 5.57% | 5.56% | |
| Max wkly dropi | 11.10% | 9.92% | |
| 10Y | Growthi | +91.68% | +92.75% |
| CAGRi | +16.03% | +10.93% | |
| Volatilityi | 16.72% | 10.65% | |
| Sharpe ratioi | 0.71 | 0.61 | |
| Sortino ratioi | 1.01 | 0.85 | |
| Max drawdowni | 20.07% | 13.71% | |
| Current drawdowni | 0.00% | 2.67% | |
| Avg drawdowni | 3.30% | 2.10% | |
| Ulcer Indexi | 5.23% | 3.36% | |
| Max daily dropi | 5.57% | 5.56% | |
| Max wkly dropi | 11.10% | 9.92% |
| Category | JEPQ | JEPI |
|---|---|---|
| Fund name | JPMorgan Nasdaq Equity Premium Income ETF | JPMorgan Equity Premium Income ETF |
| Type | ETF | ETF |
| Expense ratioi | 0.35% | 0.35% |
| Total assets (AUM)i | $42.21B | $46.16B |
| Dividend yieldi | 10.84% | 7.97% |
- Combination of covered call premium income and exposure to technology-oriented growth stocks aims to generate a high overall distribution yield
- Provides exposure to Nasdaq-100-style growth companies for investors who want technology sector participation alongside income generation
- Active management approach to both stock selection and options writing allows for tactical adjustments based on market conditions
- Combination of dividend income and covered call premium income aims to generate a steady, high overall distribution yield
- Focus on lower-volatility, large-cap stocks aims to provide more stable underlying holdings than growth-oriented alternatives
- Active management approach to both stock selection and options writing allows for tactical adjustments based on market conditions
- Covered call writing strategy can cap upside potential during periods of strong technology sector rallies, since gains beyond the strike price are forfeited
- Underlying technology-oriented growth stocks tend to be more volatile than broad market or value-oriented holdings, adding risk beyond the options strategy itself
- Higher expense ratio relative to passive index funds reflects its actively managed, options-based strategy
- Covered call writing strategy can cap upside potential during periods of strong market appreciation, since gains beyond the strike price are forfeited
- Lower-volatility stock selection approach may lag broad market index funds during periods of strong market-wide rallies
- Higher expense ratio relative to passive index funds reflects its actively managed, options-based strategy
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