ZINC vs. JEPI
ZINC (Zacks Income ETF) and JEPI (JPMorgan Equity Premium Income ETF) are both Dividend funds. Both are actively managed. Their 0.30 correlation means their historical movements had little consistent relationship. ZINC charges 0.55%/yr vs 0.35%/yr for JEPI.
Performance
ZINC vs. JEPI - Performance Comparison
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Returns By Period
ZINC
- 1D
- 0.90%
- 1M
- 2.33%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
JEPI
- 1D
- 0.00%
- 1M
- 1.78%
- 6M
- 2.60%
- YTD
- 5.04%
- 1Y
- 10.49%
- 3Y*
- 9.69%
- 5Y*
- 7.44%
- 10Y*
- —
- ALL TIME*
- 11.36%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $281.46M | $266.57M | $294.72M | |
ZINC Zacks Income ETF | $195.58K | $433.78K | $222.56K |
ZINC vs. JEPI - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
ZINC Zacks Income ETF | 4.83% |
JEPI JPMorgan Equity Premium Income ETF | 5.06% |
Correlation
The correlation between ZINC and JEPI is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 2, 2026 | 0.30 |
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Return for Risk
ZINC vs. JEPI — Risk / Return Rank
ZINC
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JEPI
ZINC vs. JEPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zacks Income ETF (ZINC) 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.
| ZINC | JEPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.58 | — |
| Martin ratioReturn relative to average drawdown | — | 4.47 | — |
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Drawdowns
ZINC vs. JEPI - Drawdown Comparison
The maximum ZINC drawdown since its inception was -2.86%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for ZINC and JEPI.
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Drawdown Indicators
| ZINC | JEPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.86% | -13.71% | +10.85% |
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 | -1.88% | -0.18% | -1.70% |
Average DrawdownAverage peak-to-trough decline | -0.59% | -2.13% | +1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.35% | — |
Volatility
ZINC vs. JEPI - Volatility Comparison
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Volatility by Period
| ZINC | JEPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.21% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.38% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.78% | 8.08% | +2.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.78% | 11.11% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.78% | 10.73% | +0.05% |
ZINC vs. JEPI - Expense Ratio Comparison
ZINC has a 0.55% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Dividends
ZINC vs. JEPI - Dividend Comparison
ZINC has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 7.99%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
JEPI JPMorgan Equity Premium Income ETF | 7.99% | 8.25% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% |
ZINC Zacks Income ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ZINC and JEPI have a correlation of 0.30, 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 ZINC.
JEPI has the higher dividend yield at 7.99%, compared with 0.00% for ZINC.
They also come from different issuers: Zacks and JPMorgan. Their fees differ too: 0.55% for ZINC and 0.35% for JEPI.
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