Grow it · ETFs

JEPI vs JPHQ

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing JEPI and JPHQ. JEPI has the lower management fee at 0.4% a year.
Lower fee
JEPI 0.4% p.a.
Larger fund
JEPI $161m

Side-by-side comparison

Metric JEPI
JPMorgan Equity Premium Income Active ETF
JPHQ
JPMorgan US 100Q Equity Premium Income (Hedged) Active ETF
Snapshot
Provider
—
—
Tracks index
—
—
Categories
Intl, Dividend, Active
Intl, Dividend, Tech, US, Active
Listed since
—
—
Fund size (AUM)
$161m
$12m
Cost & income
Management fee
0.4%
0.4%
Dividend yield
—
—
Franking
0%
0%
Turnover
—
—
Tax drag — —
Returns
Tax bracket
1-year return
—
—
3-year return
—
—
5-year return
—
—
10-year return
—
—
Risk
Volatility (3y)
—
—
Volatility (5y)
—
—
Volatility (10y)
—
—
Sharpe ratio (3y)
—
—
Sharpe ratio (5y)
—
—
Sharpe ratio (10y)
—
—
Bid/ask spread
—
—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

JEPI JPMorgan Equity Premium Income Active ETF
  • Low-cost: a 0.4% management fee keeps more of the return in your pocket.
JPHQ JPMorgan US 100Q Equity Premium Income (Hedged) Active ETF
  • Low-cost: a 0.4% management fee keeps more of the return in your pocket.

Frequently Asked Questions

What's the difference between JEPI vs JPHQ?

JEPI and JPHQ are 2 Australian-listed ETFs we compare side by side. JEPI carries the lower management fee (0.4%). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - JEPI vs JPHQ?

JEPI has the lower management fee at 0.4% a year, versus JPHQ 0.4%.

Which is the larger and most liquid?

JEPI is the larger fund by assets ($161m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.

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