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JEPQ vs VYM: Performance & Backtest Comparison

VYM delivered the higher return - 12.33% CAGR vs 10.90% - over 2022-06-30 → 2026-07-31.

Growth comparison

Drawdown

Annual returns

JEPQVYM
NameJPMorgan Nasdaq Equity Premium Income ETFVanguard High Dividend Yield ETF
CAGR10.90%12.33%
Total return53.89%62.34%
Volatility14.14%14.11%
Max drawdown-15.32%Sep 2022-13.40%Sep 2022
Sharpe0.520.61
Sortino0.761.08
Best year25.68%17.59%
Worst year-15.13%-0.33%
Final balance$15,389$16,234

Correlation of monthly returns: 0.67. 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.

Which has performed better, JEPQ or VYM?

Over 2022-06-30 to 2026-07-31, VYM performed better: 12.33% annualized versus 10.90% for JEPQ, with dividends reinvested. Past performance does not guarantee future results.

How similar are JEPQ and VYM?

Their monthly returns have a correlation of 0.67 over the common period. JEPQ is JPMorgan Nasdaq Equity Premium Income ETF; VYM is Vanguard High Dividend Yield ETF.

Which is riskier, JEPQ or VYM?

Over the common period JEPQ had 14.14% annualized volatility and a -15.32% max drawdown, versus 14.11% and -13.40% for VYM.