JPMorgan Equity Premium Income ETF (JEPI) Alternatives

JPMorgan Equity Premium Income ETF (JEPI) belongs to the Actively Managed 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 funds that fit a different role in your portfolio.

Cheapest Alternatives to JEPI

JEPI charges 0.35% annually. Among ETFs in the Actively Managed category, these options have the lowest expense ratios among JEPI alternatives.

Symbol	Name	Expense Ratio	Inception
FLGV	Franklin Liberty U.S. Treasury Bond ETF	0.09%	Jun 9, 2020	JEPI vs FLGV
DFUS	Dimensional U.S. Equity ETF	0.11%	Jun 14, 2021	JEPI vs DFUS
DFAU	Dimensional US Core Equity Market ETF	0.12%	Nov 17, 2020	JEPI vs DFAU
VFMV	Vanguard U.S. Minimum Volatility ETF	0.13%	Feb 13, 2018	JEPI vs VFMV
VFQY	Vanguard U.S. Quality Factor ETF	0.13%	Feb 13, 2018	JEPI vs VFQY

Best Risk-Adjusted Alternatives to JEPI

Among ETFs in the Actively Managed category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
TYLD	Cambria Tactical Yield ETF	98	Jan 4, 2024	JEPI vs TYLD
FTSD	Franklin Short Duration U.S. Government ETF	97	Nov 4, 2013	JEPI vs FTSD
MEAR	iShares Short Maturity Municipal Bond ETF	97	Mar 3, 2015	JEPI vs MEAR
FYLD	Cambria Foreign Shareholder Yield ETF	96	Dec 3, 2013	JEPI vs FYLD
GDMA	Gadsden Dynamic Multi-Asset ETF	96	Nov 14, 2018	JEPI vs GDMA

Top Performing JEPI Alternatives (YTD)

JEPI alternatives from the Actively Managed category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
MRNY	YieldMax MRNA Option Income Strategy ETF	57.12%	Oct 23, 2023	JEPI vs MRNY
COMT	iShares Commodities Select Strategy ETF	35.81%	Oct 15, 2014	JEPI vs COMT
PDBC	Invesco Optimum Yield Diversified Commodity Strate...	30.72%	Nov 7, 2014	JEPI vs PDBC
XOMO	YieldMax XOM Option Income Strategy ETF	28.99%	Aug 30, 2023	JEPI vs XOMO
FTGC	First Trust Global Tactical Commodity Strategy Fun...	25.41%	Oct 23, 2013	JEPI vs FTGC

Lowest Volatility Alternatives to JEPI

JEPI alternatives from the Actively Managed category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
QCON	American Century Quality Convertible Securities ET...	0.00%	Feb 16, 2021	JEPI vs QCON
DWAT	Arrow DWA Tactical ETF	0.00%	Oct 1, 2014	JEPI vs DWAT
MEAR	iShares Short Maturity Municipal Bond ETF	1.16%	Mar 3, 2015	JEPI vs MEAR
TYLD	Cambria Tactical Yield ETF	1.34%	Jan 4, 2024	JEPI vs TYLD
SMMU	PIMCO Short Term Municipal Bond Active ETF	1.79%	Feb 1, 2010	JEPI vs SMMU

Lowest Drawdown Alternatives to JEPI

JEPI alternatives from the Actively Managed category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
TYLD	Cambria Tactical Yield ETF	-0.52%	Jan 4, 2024	JEPI vs TYLD
MEAR	iShares Short Maturity Municipal Bond ETF	-0.86%	Mar 3, 2015	JEPI vs MEAR
FTSD	Franklin Short Duration U.S. Government ETF	-0.93%	Nov 4, 2013	JEPI vs FTSD
VABS	Virtus Newfleet ABS/MBS ETF	-1.05%	Feb 9, 2021	JEPI vs VABS
THY	Agility Shares Dynamic Tactical Income ETF	-1.60%	Jun 25, 2020	JEPI vs THY

Other ETFs from JPMorgan

Most popular JPMorgan ETFs on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Derivative Income	72	-2.87%	May 3, 2022	JEPI vs JEPQ
JPIE	JPMorgan Income ETF	Multisector Bonds	96	0.41%	Oct 28, 2021	JEPI vs JPIE
JPST	JPMorgan Ultra-Short Income ETF	Ultrashort Bond	99	0.71%	May 17, 2017	JEPI vs JPST
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Options Trading	58	-3.69%	Sep 28, 2023	JEPI vs HELO
JQUA	JPMorgan U.S. Quality Factor ETF	Large Cap Growth Equities	39	-2.67%	Nov 8, 2017	JEPI vs JQUA
JTEK	JPMorgan U.S. Tech Leaders ETF	Technology Equities	36	-11.69%	Oct 4, 2023	JEPI vs JTEK
JPLD	J P Morgan Exchange-Traded Fund Trust - Limited Du...	Short-Term Bond	97	0.38%	Feb 2, 1993	JEPI vs JPLD
BBUS	JP Morgan Betabuilders U.S. Equity ETF	Large Cap Growth Equities	63	-4.74%	Mar 12, 2019	JEPI vs BBUS
JMOM	JPMorgan U.S. Momentum Factor ETF	Large Cap Growth Equities	72	-0.16%	Nov 8, 2017	JEPI vs JMOM
JCPB	JPMorgan Core Plus Bond ETF	Intermediate Core-Plus Bond	68	0.23%	Jan 28, 2019	JEPI vs JCPB

Often Compared With JEPI

What investors most often compare with JEPI, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	JEPI vs SCHD
QYLD	Global X NASDAQ 100 Covered Call ETF	Derivative Income	72	0.02%	Dec 12, 2013	JEPI vs QYLD
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	JEPI vs SPY
SPYI	NEOS S&P 500 High Income ETF	Derivative Income, S&P 500	69	-3.13%	Aug 29, 2022	JEPI vs SPYI
QQQI	NEOS Nasdaq-100 High Income ETF	Derivative Income	72	-4.41%	Jan 29, 2024	JEPI vs QQQI
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	JEPI vs VOO
DIVO	Amplify CWP Enhanced Dividend Income ETF	Derivative Income	80	2.01%	Dec 13, 2016	JEPI vs DIVO
XYLD	Global X S&P 500 Covered Call ETF	Derivative Income, S&P 500	56	-1.04%	Jun 24, 2013	JEPI vs XYLD
GPIX	Goldman Sachs S&P 500 Core Premium Income ETF	Dividend, S&P 500	68	-3.19%	Oct 24, 2023	JEPI vs GPIX
SPHD	Invesco S&P 500® High Dividend Low Volatility ETF	S&P 500, Dividend	20	4.64%	Oct 18, 2012	JEPI vs SPHD
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	JEPI vs QQQ
SPYD	SPDR Portfolio S&P 500 High Dividend ETF	S&P 500, Dividend	30	6.32%	Oct 21, 2015	JEPI vs SPYD
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income	20	-2.35%	Aug 31, 2018	JEPI vs JEPIX
GPIQ	Goldman Sachs Nasdaq-100 Core Premium Income ETF	Large Cap Growth Equities, Dividend	76	-3.90%	Oct 24, 2023	JEPI vs GPIQ
O	Realty Income Corporation		65	9.95%	—	JEPI vs O
MAIN	Main Street Capital Corporation		40	-10.66%	—	JEPI vs MAIN
HIGH	Simplify Enhanced Income ETF	Derivative Income, Dividend, Actively Managed	23	-2.89%	Oct 27, 2022	JEPI vs HIGH
BALI	Blackrock Advantage Large Cap Income ETF	Derivative Income	70	-1.60%	Sep 26, 2023	JEPI vs BALI
RYLD	Global X Russell 2000 Covered Call ETF	Hedge Fund	45	0.70%	Apr 17, 2019	JEPI vs RYLD
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	31	-1.42%	Mar 30, 2007	JEPI vs PFF

Compare JEPI with Any Fund or Stock

Compare JEPI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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JPMorgan Equity Premium Income ETF

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