A head-to-head comparison of JPMorgan Equity Premium Income ETF and JPMorgan Nasdaq Equity Premium Yield ETF covering yield, cost, risk, and income potential.
ETFs and AUM reflect what Dividend Vision tracks — the issuer's full lineup may be larger.
JPMorgan offers a focused lineup of two income-focused ETFs designed to generate current yield through option-writing strategies. The firm's ETF portfolio centers on equity income products, with JEPI (Equity Premium Income ETF) and JEPQ (Nasdaq-100 Equity Premium Income ETF) serving as its flagship offerings that employ covered call strategies on U.S. equities. These funds represent JPMorgan's specialization in systematic income generation for investors seeking regular distributions alongside equity exposure.
See our curated list of related YouTube videos on JEPI and ROCQ.
Projections assume the current yield and share price remain constant. Actual results will vary.
Quick verdict
JEPI (JPMorgan Equity Premium Income ETF) and ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) are both monthly-pay dividend ETFs, but they take different approaches.
ROCQ offers the higher yield at 14.20% vs 8.24% for JEPI. A higher yield means more current income per dollar invested, though it may come with different risk characteristics.
They track different benchmarks: JEPI is linked to SPX while ROCQ tracks NASDAQ 100, which means their performance drivers differ.
JEPI has $45.6B in assets vs $154M for ROCQ, but ROCQ only launched March 2026 — AUM comparisons will become more meaningful as it builds a track record.
Deep dive
Yield & income
On a $10,000 investment, JEPI would generate roughly $68.67/month, while ROCQ would produce $118.33/month, at current distribution rates. Both pay monthly distributions.
JEPI yield8.24%
ROCQ yield14.20%
Monthly diff on $10K$49.67
Cost & efficiency
Over 10 years on $10,000, JEPI would cost approximately $350 in fees vs $350 for ROCQ (simplified, not compounded). Both charge the same expense ratio.
JEPI ER0.35%
ROCQ ER0.35%
Strategy & risk
JEPI tracks SPX with a covered call approach, while ROCQ tracks NASDAQ 100 using a covered call strategy.
JEPI beta0.48
ROCQ beta—
Fund details
JEPI is managed by JPMorgan (launched 05/20/2020) with $45.6B in assets. ROCQ is managed by JPMorgan (launched 03/19/2026) with $154M in assets.
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Frequently asked questions
Is JEPI or ROCQ better for dividend income?
It depends on your goals. ROCQ 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 JEPI and ROCQ?
JEPI (JPMorgan Equity Premium Income ETF) tracks SPX with a covered call strategy, while ROCQ (JPMorgan Nasdaq Equity Premium Yield ETF) tracks NASDAQ 100 with a covered call approach. They are issued by JPMorgan and JPMorgan respectively.
Can I hold both JEPI and ROCQ?
Yes. Many income investors hold both to diversify across different strategies and underlying indexes. This can reduce concentration risk while maintaining a strong income stream.
Which has lower fees, JEPI or ROCQ?
JEPI and ROCQ both charge the same expense ratio of 0.35%, so neither is cheaper on fees — pick based on yield, strategy, or underlying index instead.
How much income does $10,000 in JEPI vs ROCQ generate?
At current rates, $10,000 in JEPI would generate roughly $68.67 per month ($824.00 annually). The same in ROCQ would produce about $118.33 per month ($1,420.00 annually).
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