GAID vs. JEPI
GAID (Guinness Atkinson International Dividend Builder ETF) and JEPI (JPMorgan Equity Premium Income ETF) are both Dividend funds. Both are actively managed. A 0.55 correlation means they provide meaningful diversification when combined. GAID charges 0.45%/yr vs 0.35%/yr for JEPI.
Performance
GAID vs. JEPI - Performance Comparison
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Returns By Period
In the year-to-date period, GAID achieves a -1.34% return, which is significantly lower than JEPI's 3.70% return.
GAID
- 1D
- 0.00%
- 1M
- -2.00%
- 6M
- -2.75%
- YTD
- -1.34%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JEPI
- 1D
- 0.64%
- 1M
- 1.46%
- 6M
- 1.59%
- YTD
- 3.70%
- 1Y
- 8.94%
- 3Y*
- 9.24%
- 5Y*
- 7.39%
- 10Y*
- —
GAID vs. JEPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GAID Guinness Atkinson International Dividend Builder ETF | -1.34% | 0.04% |
JEPI JPMorgan Equity Premium Income ETF | 3.70% | 0.22% |
Correlation
The correlation between GAID and JEPI is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 22, 2025 | 0.55 |
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Return for Risk
GAID vs. JEPI — Risk / Return Rank
GAID
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JEPI
GAID vs. JEPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guinness Atkinson International Dividend Builder ETF (GAID) and JPMorgan Equity Premium Income ETF (JEPI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GAID | JEPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.21 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.34 | — |
| Martin ratioReturn relative to average drawdown | — | 3.81 | — |
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Drawdowns
GAID vs. JEPI - Drawdown Comparison
The maximum GAID drawdown since its inception was -13.61%, roughly equal to the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for GAID and JEPI.
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Drawdown Indicators
| GAID | JEPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.61% | -13.71% | +0.10% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.68% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -13.26% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.71% | — |
Current DrawdownCurrent decline from peak | -4.22% | -1.46% | -2.76% |
Average DrawdownAverage peak-to-trough decline | -4.42% | -2.13% | -2.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.35% | — |
Volatility
GAID vs. JEPI - Volatility Comparison
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Volatility by Period
| GAID | JEPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.97% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.34% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.51% | 8.02% | +7.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.51% | 11.09% | +4.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.51% | 10.75% | +4.76% |
GAID vs. JEPI - Expense Ratio Comparison
GAID has a 0.45% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Dividends
GAID vs. JEPI - Dividend Comparison
GAID's dividend yield for the trailing twelve months is around 0.65%, less than JEPI's 8.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
GAID Guinness Atkinson International Dividend Builder ETF | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JEPI JPMorgan Equity Premium Income ETF | 8.02% | 8.25% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% |
Frequently Asked Questions
GAID and JEPI have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JEPI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JEPI is cheaper with a 0.35% expense ratio, compared with 0.45% for GAID.
JEPI has the higher dividend yield at 8.02%, compared with 0.65% for GAID.
They also come from different issuers: Guinness Atkinson and JPMorgan. Their fees differ too: 0.45% for GAID and 0.35% for JEPI.
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