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HDV vs JEPI: Performance & Backtest Comparison
HDV delivered the higher return - 12.48% CAGR vs 10.65% - over 2020-06-30 → 2026-06-30.
Growth comparison
Drawdown
Annual returns
| HDV | JEPI | |
|---|---|---|
| Name | iShares Core High Dividend ETF | JPMorgan Equity Premium Income ETF |
| CAGR | 12.48% | 10.65% |
| Total return | 104.54% | 85.05% |
| Volatility | 13.86% | 10.23% |
| Max drawdown | -14.55%Sep 2022 | -12.99%Sep 2022 |
| Sharpe | 0.71 | 0.76 |
| Sortino | 1.30 | 1.33 |
| Best year | 19.45% | 21.50% |
| Worst year | 1.72% | -3.51% |
| Final balance | $20,454 | $18,505 |
Correlation of monthly returns: 0.83. Wondering if you need both? Check their fund overlap →
All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.
Frequently asked questions
Which has performed better, HDV or JEPI?
Over 2020-06-30 to 2026-06-30, HDV performed better: 12.48% annualized versus 10.65% for JEPI, with dividends reinvested. Past performance does not guarantee future results.
How similar are HDV and JEPI?
Their monthly returns have a correlation of 0.83 over the common period. HDV is iShares Core High Dividend ETF; JEPI is JPMorgan Equity Premium Income ETF.
Which is riskier, HDV or JEPI?
Over the common period HDV had 13.86% annualized volatility and a -14.55% max drawdown, versus 10.23% and -12.99% for JEPI.