JIDE vs. JEPI
JIDE (JPMorgan International Dynamic ETF) and JEPI (JPMorgan Equity Premium Income ETF) are both exchange-traded funds - JIDE is a Foreign Large Cap Equities fund actively managed by JPMorgan, while JEPI is a Dividend fund actively managed by JPMorgan. Both are actively managed. Their 0.56 correlation means they have sometimes moved together and sometimes differently. JIDE charges 0.55%/yr vs 0.35%/yr for JEPI.
Performance
JIDE vs. JEPI - Performance Comparison
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Returns By Period
JIDE
- 1D
- 0.49%
- 1M
- 0.98%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
JEPI
- 1D
- 0.51%
- 1M
- 2.36%
- 6M
- 1.47%
- YTD
- 3.90%
- 1Y
- 7.89%
- 3Y*
- 9.02%
- 5Y*
- 7.35%
- 10Y*
- —
- ALL TIME*
- 11.20%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $263.23M | $262.33M | $303.41M | |
| $2.26K | $2.87K | $27.28K |
JIDE vs. JEPI - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
JIDE JPMorgan International Dynamic ETF | 1.82% |
JEPI JPMorgan Equity Premium Income ETF | 1.51% |
Correlation
The correlation between JIDE and JEPI is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 28, 2026 | 0.56 |
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Return for Risk
JIDE vs. JEPI — Risk / Return Rank
JIDE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JEPI
JIDE vs. JEPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Dynamic ETF (JIDE) 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.
| JIDE | JEPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.18 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.19 | — |
| Martin ratioReturn relative to average drawdown | — | 3.34 | — |
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Drawdowns
JIDE vs. JEPI - Drawdown Comparison
The maximum JIDE drawdown since its inception was -12.69%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for JIDE and JEPI.
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Drawdown Indicators
| JIDE | JEPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.69% | -13.71% | +1.02% |
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 | -3.60% | -1.27% | -2.33% |
Average DrawdownAverage peak-to-trough decline | -4.49% | -2.13% | -2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.37% | — |
Volatility
JIDE vs. JEPI - Volatility Comparison
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Volatility by Period
| JIDE | JEPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.99% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.24% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.36% | 8.08% | +12.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.36% | 11.09% | +9.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 10.74% | +9.62% |
JIDE vs. JEPI - Expense Ratio Comparison
JIDE has a 0.55% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Dividends
JIDE vs. JEPI - Dividend Comparison
JIDE has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 8.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
JEPI JPMorgan Equity Premium Income ETF | 8.01% | 8.25% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% |
JIDE JPMorgan International Dynamic ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JIDE and JEPI have a correlation of 0.56, 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 0.55% for JIDE.
JEPI has the higher dividend yield at 8.01%, compared with 0.00% for JIDE.
JIDE is categorized as Foreign Large Cap Equities, while JEPI is Dividend. Their fees differ too: 0.55% for JIDE and 0.35% for JEPI.
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