JPMorgan Equity Premium Income ETF (JEPI) belongs to the Dividend category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with JEPI. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JEPI
JEPI charges 0.35% annually. There are 33 ETFs in the Dividend category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF | 0.04% | 127.80B | Apr 2006 | JEPI vs VIG | |
| Vanguard High Dividend Yield ETF | 0.04% | 96.10B | Nov 2006 | JEPI vs VYM | |
| iShares Core Dividend ETF | 0.05% | 1.59B | Nov 2017 | JEPI vs DIVB | |
| Schwab U.S. Dividend Equity ETF | 0.06% | 98.55B | Oct 2011 | JEPI vs SCHD | |
| Franklin U.S. Core Dividend Tilt Index ETF | 0.06% | 139.61M | Jun 2016 | JEPI vs UDIV |
Best Risk-Adjusted Alternatives to JEPI
JEPI has a PortfoliosLab risk / return rank of 34. There are 107 ETFs in the Dividend category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin International Low Volatility High Dividen... | 96 | 5.00B | Jul 2016 | JEPI vs LVHI | |
| WisdomTree Global High Dividend Fund | 92 | 142.37M | Jun 2006 | JEPI vs DEW | |
| Global X MSCI SuperDividend® EAFE ETF | 92 | 48.95M | Nov 2016 | JEPI vs EFAS | |
| Franklin Income Equity Focus ETF | 91 | 131.46M | Sep 2016 | JEPI vs INCE | |
| Global X Alternative Income ETF | 91 | 45.46M | Jul 2015 | JEPI vs ALTY |
Top Performing JEPI Alternatives (YTD)
JEPI is at 3.04% YTD. There are 136 ETFs in the Dividend category with higher YTD returns, going as high as 93.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| YieldMax MRNA Option Income Strategy ETF | 93.46% | 127.56M | Oct 2023 | JEPI vs MRNY | |
| ETRACS 2x Leveraged U.S. Dividend Factor TR ETN | 37.54% | 8.22M | Feb 2021 | JEPI vs SCDL | |
| Amplify Natural Resources Dividend Income ETF | 27.72% | 26.22M | Aug 2022 | JEPI vs NDIV | |
| Invesco KBW Premium Yield Equity REIT ETF | 26.67% | 314.47M | Dec 2010 | JEPI vs KBWY | |
| WisdomTree Emerging Markets Quality Dividend Growt... | 24.63% | 145.45M | Aug 2013 | JEPI vs DGRE |
Lowest Volatility Alternatives to JEPI
JEPI has 8.02% 1-year volatility. There are 2 ETFs in the Dividend category with lower 1-year volatility, going as low as 5.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Global X Alternative Income ETF | 5.87% | 45.46M | Jul 2015 | JEPI vs ALTY | |
| Simplify Enhanced Income ETF | 7.29% | 71.03M | Oct 2022 | JEPI vs HIGH | |
| Franklin Income Equity Focus ETF | 8.40% | 131.46M | Sep 2016 | JEPI vs INCE | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.95% | 6.21B | Jun 2006 | JEPI vs DLN | |
| WisdomTree U.S. Total Dividend Fund | 9.26% | 1.64B | Jun 2006 | JEPI vs DTD |
Lowest Drawdown Alternatives to JEPI
JEPI has a 1-year max drawdown of -6.68%. There are 27 ETFs in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.27%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.48B | Mar 2006 | JEPI vs FDL | |
| Global X Alternative Income ETF | -4.34% | 45.46M | Jul 2015 | JEPI vs ALTY | |
| Schwab U.S. Dividend Equity ETF | -4.61% | 98.55B | Oct 2011 | JEPI vs SCHD | |
| Invesco S&P Ultra Dividend Revenue ETF | -4.84% | 1.31B | Oct 2013 | JEPI vs RDIV | |
| Franklin Income Equity Focus ETF | -4.90% | 131.46M | Sep 2016 | JEPI vs INCE |
Other ETFs from JPMorgan
The 10 most viewed JPMorgan ETFs shown here include JEPQ, JPST, JPIE and span 11 categories. AUM among these funds goes as high as $40B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Nasdaq Equity Premium Income ETF | Nasdaq-100, Derivative Income | 67 | 9.45% | 40.37B | May 2022 | JEPI vs JEPQ | |
| JPMorgan Ultra-Short Income ETF | Ultrashort Bond | 99 | 1.83% | 39.85B | May 2017 | JEPI vs JPST | |
| JPMorgan Income ETF | Multisector Bonds | 96 | 1.97% | 9.91B | Oct 2021 | JEPI vs JPIE | |
| JPMorgan U.S. Quality Factor ETF | Large Cap Blend Equities | 74 | 14.58% | 8.19B | Nov 2017 | JEPI vs JQUA | |
| JPMorgan Hedged Equity Laddered Overlay ETF | Options Trading | 50 | 3.19% | 4.00B | Sep 2023 | JEPI vs HELO | |
| JPMorgan U.S. Tech Leaders ETF | Technology Equities, Actively Managed | 26 | 14.14% | 4.40B | Oct 2023 | JEPI vs JTEK | |
| JPMorgan U.S. Momentum Factor ETF | Momentum, Large Cap Blend Equities | 80 | 21.93% | 2.51B | Nov 2017 | JEPI vs JMOM | |
| JPMorgan Limited Duration Bond ETF | Short-Term Bond | 94 | 1.44% | 3.94B | Feb 1993 | JEPI vs JPLD | |
| JPMorgan BetaBuilders U.S. Equity ETF | Large Cap Blend Equities | 66 | 10.88% | 8.68B | Mar 2019 | JEPI vs BBUS | |
| JPMorgan Core Plus Bond ETF | Intermediate Core-Plus Bond | 49 | 0.70% | 13.71B | Jan 2019 | JEPI vs JCPB |
Often Compared With JEPI
Investors most often compare JEPI with SPY, QYLD, SPYI. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare JEPI with Any Fund or Stock
Compare JEPI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JEPI with funds that move differently
JPMorgan Equity Premium Income ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JEPI.
Explore JEPI Diversifiers