JEPI vs JEPQ — stock comparison tool

JEPI currently yields 8.15% TTM versus JEPQ at 11.23%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

JEPIJEPQ
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
JEPI
JEPQ

*Total Return = DRIP (price + reinvested dividends). Range: 2025-09-19 to 2026-09-19. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

JEPI Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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JEPQ Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
JEPI$56.24
—

JPMorgan Equity Premium Income ETF

JEPQ$60.24
—

JPMorgan Nasdaq Equity Premium Income ETF

Dividend Information

Dividend Yield
8.15%
11.23%
Annual Dividend
$4.58
$6.76
Dividend Growth (5yr)
-
-
Years of Growth
1
2
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

JEPI

135 holdings
Technology19.23%
Healthcare14.14%
Industrials14.01%
Consumer Cyclical11.69%
Financial Services11.19%
Consumer Defensive9.08%
Communication Services8.16%
Utilities5.27%
Energy3.15%
Real Estate2.46%
Basic Materials1.62%
Cash & Others0.02%

Top 10 holdings

NameWeight
MSFTMICROSOFT CORP COMMON1.94%
NVDANVIDIA CORP COMMON STOCK1.88%
AMZNAMAZON.COM INC COMMON1.87%
AAPLAPPLE INC COMMON STOCK1.86%
JNJJOHNSON & COMMON1.84%
MAMASTERCARD INC COMMON1.83%
GOOGLALPHABET INC-CL A -1.70%
METAMETA PLATFORMS INC1.69%
ABBVABBVIE INC COMMON STOCK1.68%
NEENEXTERA ENERGY INC1.68%
Top 1017.97%

JEPQ

109 holdings
Technology49.50%
Cash & Others18.26%
Communication Services10.01%
Consumer Cyclical8.95%
Consumer Defensive4.60%
Healthcare3.46%
Industrials2.93%
Utilities0.83%
Basic Materials0.66%
Financial Services0.34%
Energy0.30%
Real Estate0.16%

Top 10 holdings

NameWeight
NVDANVIDIA CORP COMMON STOCK7.50%
AAPLAPPLE INC COMMON STOCK6.55%
MSFTMICROSOFT CORP COMMON5.22%
GOOGALPHABET INC-CL C -4.79%
MUMICRON TECHNOLOGY INC4.62%
AMZNAMAZON.COM INC COMMON3.95%
AMDADVANCED MICRO DEVICES3.04%
METAMETA PLATFORMS INC2.50%
AVGOBROADCOM INC COMMON2.10%
TSLATESLA INC COMMON STOCK2.05%
Top 1042.32%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

613955
JEPISharedJEPQ

Overlap by weight

26%

Share of portfolio weight that appears in both funds.

# overlapping holdings

39

JEPI: 39% also in JEPQJEPQ: 41% also in JEPI

JEPI: showing top 100 holdings by weight (of 135) · JEPQ: showing top 94 holdings by weight (of 109). Overlap counts use this top slice, not the full fund book.

Sector drift (JEPI vs JEPQ)

Left = heavier in JEPI. Right = heavier in JEPQ.

JEPI overweight (left)JEPQ overweight (right)
39 shown

Overlapping tickers

MSFT		1.9%5.2%1.9%
NVDA		1.9%7.5%1.9%
AMZN		1.9%4.0%1.9%
AAPL		1.9%6.5%1.9%
META		1.7%2.5%1.7%
AVGO		1.6%2.1%1.6%
LRCX		1.3%1.9%1.3%
COST		1.3%1.2%1.2%
NFLX		1.0%1.4%1.0%
AMD		0.9%3.0%0.9%

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JEPI vs JEPQ Dividend Comparison | DRIP Tool | Dividend Wealth