NUDG vs. JEPI
NUDG (Nuveen Dividend Growth Fund ETF Class) and JEPI (JPMorgan Equity Premium Income ETF) are both Dividend funds. Both are actively managed. Their correlation of 0.80 means they have usually moved in the same direction. NUDG charges 0.61%/yr vs 0.35%/yr for JEPI.
Performance
NUDG vs. JEPI - Performance Comparison
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Returns By Period
NUDG
- 1D
- 0.67%
- 1M
- 3.12%
- 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 | |
| $504.41 | $455.53 | $412.95K |
NUDG vs. JEPI - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
NUDG Nuveen Dividend Growth Fund ETF Class | 0.95% |
JEPI JPMorgan Equity Premium Income ETF | 3.89% |
Correlation
The correlation between NUDG and JEPI is 0.80, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 3, 2026 | 0.80 |
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Return for Risk
NUDG vs. JEPI — Risk / Return Rank
NUDG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JEPI
NUDG vs. JEPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth Fund ETF Class (NUDG) 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.
| NUDG | 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
NUDG vs. JEPI - Drawdown Comparison
The maximum NUDG drawdown since its inception was -2.59%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for NUDG and JEPI.
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Drawdown Indicators
| NUDG | JEPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.59% | -13.71% | +11.12% |
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 | -0.32% | -1.27% | +0.95% |
Average DrawdownAverage peak-to-trough decline | -1.05% | -2.13% | +1.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.37% | — |
Volatility
NUDG vs. JEPI - Volatility Comparison
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Volatility by Period
| NUDG | 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 | 9.91% | 8.08% | +1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.91% | 11.09% | -1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.91% | 10.74% | -0.83% |
NUDG vs. JEPI - Expense Ratio Comparison
NUDG has a 0.61% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Dividends
NUDG vs. JEPI - Dividend Comparison
NUDG's dividend yield for the trailing twelve months is around 0.26%, less than JEPI's 8.01% yield.
| 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% |
NUDG Nuveen Dividend Growth Fund ETF Class | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
NUDG and JEPI have a correlation of 0.80, 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 0.61% for NUDG.
JEPI has the higher dividend yield at 8.01%, compared with 0.26% for NUDG.
They also come from different issuers: Nuveen and JPMorgan. Their fees differ too: 0.61% for NUDG and 0.35% for JEPI.
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