ETFs and AUM reflect what Dividend Vision tracks — the issuer's full lineup may be larger.
iShares is one of the largest ETF providers globally, known for offering a broad, diversified lineup of exchange-traded funds across multiple asset classes and investment strategies. The company operates 215 funds spanning 15 distinct families, including popular offerings in dividend income, covered call strategies, bonds, equities, ESG-focused investments, and factor-based approaches, with widely-held tickers like AGG (bond), ACWI (global equity), and AOA (allocation). iShares is characterized by its comprehensive fund ecosystem that serves both core portfolio holdings and specialized investment strategies, making it a prominent player for investors seeking both traditional and alternative income-generating ETF solutions.
See our curated list of related YouTube videos on DGRO.
ETFs and AUM reflect what Dividend Vision tracks — the issuer's full lineup may be larger.
JPMorgan operates a diverse ETF lineup of 46 funds spanning bond, equity, factor, income, index, international, money market, municipal, and sector strategies, establishing itself as a broad-based player across multiple asset classes and investment approaches. The issuer is particularly known for its income-focused offerings, including popular tickers like JEPI (Equity Premium Income) and JEPQ (Equity Premium Income ETF), which employ covered call and options strategies to generate distributions. JPMorgan's portfolio ranges from core index and fixed income funds to specialized sector and international equity ETFs, positioning the firm to serve both income-seeking and growth-oriented investors across diversified markets.
See our curated list of related YouTube videos on JEPI.
Basket (Growth-focused dividend equity holdings by BlackRock)
SPX
Objective
Seeks to track the investment results of the Morningstar U.S. Dividend Growth Index, which measures the performance of U.S. equities with a history of consistently growing dividends. Companies must have a payout ratio less than 75% and are excluded if in the top decile based on dividend yield.
Covered Call
Asset class
Equity
Equity
Inception date
06/10/2014
05/20/2020
Beta
0.68
0.43
Last dividend
$0.3310
$0.3872
Ex-dividend date
06/15/2026
07/01/2026
Bottom lineChoose DGRO if you want broad equity exposure. Choose JEPI if you want to maximize current income — roughly 8.21%, generated by selling options premium. There's no free lunch: JEPI's payout comes from selling options, which caps upside and can erode the share price over time, while DGRO keeps full price exposure.
Most used
Income calculator
See how much monthly income a hypothetical investment would generate in each ETF at current yields.
Want to go deeper?
Add these ETFs to a sample portfolio and forecast your dividend income over 5+ years — no signup required.
Projections assume the current yield and share price remain constant. Actual results will vary.
Quick verdict
DGRO (iShares Core Dividend Growth ETF) and JEPI (JPMorgan Equity Premium Income ETF) are both dividend ETFs, but they take different approaches.
JEPI offers the higher yield at 8.21% vs 1.73% for DGRO. A higher yield means more current income per dollar invested, though it may come with different risk characteristics.
DGRO is cheaper with an expense ratio of 0.08% compared to 0.35%.
They track different benchmarks: DGRO is linked to Basket (Growth-focused dividend equity holdings by BlackRock) while JEPI tracks SPX, which means their performance drivers differ.
JEPI is the larger fund by assets ($44.3B), which generally means tighter spreads and better liquidity.
Who should choose each?
Choose DGRO
iShares Core Dividend Growth ETF
Want broad equity exposure.
Want to keep costs low — a 0.08% expense ratio vs 0.35% for JEPI.
Choose JEPI
JPMorgan Equity Premium Income ETF
Want to maximize current income — JEPI distributes roughly 8.21% from selling options premium, vs 1.73% for DGRO.
Are comfortable with an options-income strategy — a large payout in exchange for capped upside.
Prefer lower volatility — a beta of 0.4 vs 0.7 for DGRO.
Not sure? Use the income calculator and snapshot above to weigh these trade-offs against your own goals.
Deep dive
Yield & income
On a $10,000 investment, DGRO would generate roughly $14.42/month, while JEPI would produce $68.42/month, at current distribution rates.
DGRO yield1.73%
JEPI yield8.21%
Monthly diff on $10K$54.00
Cost & efficiency
Over 10 years on $10,000, DGRO would cost approximately $80 in fees vs $350 for JEPI (simplified, not compounded). The $270.00 difference may be offset by yield or performance.
DGRO ER0.08%
JEPI ER0.35%
Strategy & risk
DGRO tracks Basket (Growth-focused dividend equity holdings by BlackRock), while JEPI tracks SPX with a covered call approach. Beta is 0.68 for DGRO and 0.43 for JEPI, indicating JEPI is less volatile relative to the market.
DGRO beta0.68
JEPI beta0.43
Fund details
DGRO is managed by iShares (launched 06/10/2014) with $40.6B in assets. JEPI is managed by JPMorgan (launched 05/20/2020) with $44.3B in assets.
Do us a favor — if you found this comparison useful, please share it with a friend researching dividend ETFs.
Frequently asked questions
Is DGRO or JEPI better for dividend income?
It depends on your goals. JEPI currently offers the higher distribution yield, which means more income per dollar invested. However, a lower-yield fund may offer better total return or lower volatility. Consider your time horizon and risk tolerance.
What is the difference between DGRO and JEPI?
DGRO (iShares Core Dividend Growth ETF) tracks Basket (Growth-focused dividend equity holdings by BlackRock), while JEPI (JPMorgan Equity Premium Income ETF) tracks SPX with a covered call approach. They are issued by iShares and JPMorgan respectively.
Can I hold both DGRO and JEPI?
Yes — nothing prevents holding both. Whether the combination actually diversifies depends on how much the underlying exposures overlap, which isn't fully measurable from the data on this page; review each security's holdings, sector, and strategy before treating them as complementary.
Which has lower fees, DGRO or JEPI?
DGRO has an expense ratio of 0.08% while JEPI charges 0.35%. Lower fees mean more of your investment returns stay in your pocket over time.
How much income does $10,000 in DGRO vs JEPI generate?
At current rates, $10,000 in DGRO would generate roughly $14.42 per month ($173.00 annually). The same in JEPI would produce about $68.42 per month ($821.00 annually).
Explore related screeners
Lateral filters that include these funds — browse the full peer set on DividendVision.
Still deciding? Compare them against your own portfolio
See how each ETF fits alongside your real holdings — forecast future income, analyze overlap, and gauge risk. Start a free 7-day Dividend Vision trial and make the call with your full portfolio in view.
