Computed head-to-head · 6 dimensions
JEPI vs JEPQ
JPMorgan Equity Premium Income Fund versus JPMorgan Nasdaq Equity Premium Income ETF — yield, safety, growth trend, cost, scale, and tax treatment.
JEPQ wins 1–0 on our six-dimension comparison, but JEPI can still be the better fit depending on your priorities — see each dimension below.
Scorecard at a glance
| Dimension | JEPI | JEPQ | Winner |
|---|---|---|---|
| Yield | 8.45% | 10.11% | JEPQ wins |
| Dividend safety | 5.4/10 | 5.4/10 | Tie |
| Growth trend | — | — | Tie |
| Expense ratio | 35.00% | 35.00% | Tie |
| Scale | $44.6B | $39.6B | Tie |
| Tax efficiency | Ordinary income | Ordinary income | Tie |
| Overall | 0 wins | 1 wins | JEPQ wins |
Dimension by dimension
JEPQ wins on yield (10.11% vs 8.45%)
On a $10,000 investment that's about $166 more in annual dividend income before taxes — though higher yield often comes with higher risk.
Safety scores are too close to call (5.4/10 vs 5.4/10)
Both score within 0.3 points on our 0-10 dividend safety scale — comparable risk profiles on the signals we measure.
Yield-trend comparison unavailable
One or both tickers are missing 5-year average yield data.
Expense ratios are effectively identical
Both ETFs charge 35.00% — no meaningful cost difference over decades of compounding.
Comparable scale ($44.6B vs $39.6B)
Within 1.5x of each other on market cap / AUM — similar institutional footprint.
Both have similar tax-treatment concerns
Both pay primarily ordinary-income distributions (covered call ETF, REIT, or mREIT). Hold in a tax-advantaged account for the cleanest treatment.
How we compare these
Every comparison on this page is computed from current public data, not written by hand. Yield comes from the most recent dividend distribution annualized over current price. Safety scores combine yield zone, payout ratio, trend vs 5-year average, instrument type, and size — see our methodology for the exact formula. Tax-efficiency flags identify covered-call ETFs, REITs, and mREITs which distribute primarily as ordinary income.
This is educational, not investment advice.Scores reflect a snapshot of public data on the "as of" dates shown on each ticker's safety page. Verify on the issuer's investor relations page or your brokerage before making decisions.
Frequently asked
Which is better, JEPI or JEPQ?
JEPQ wins 1–0 on our six-dimension comparison, but JEPI can still be the better fit depending on your priorities — see each dimension below.
Does JEPI or JEPQ have a higher yield?
On a $10,000 investment that's about $166 more in annual dividend income before taxes — though higher yield often comes with higher risk.
Is JEPI or JEPQ a safer dividend?
JEPI scores 5.4/10 (Mixed) on the Infnits dividend safety scale. JEPQ scores 5.4/10 (Mixed). See the safety dimension above for what drove each score.
Should I own both JEPI and JEPQ?
It depends on overlap. Two ETFs in similar categories often hold many of the same companies — owning both can mean paying two expense ratios for similar exposure. Check the underlying holdings before stacking.
Already own JEPI or JEPQ? See if the other adds anything.
Connect your brokerage and Infnits checks whether adding JEPQ to your existing portfolio actually diversifies — or just duplicates exposure (ETF look-through included).
Check overlap with my portfolio →