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JEPQ vs VYM: Performance & Backtest Comparison

JEPQ delivered the higher return - 17.97% CAGR vs 12.31% - over 2022-06-30 → 2026-06-30.

Growth comparison

Drawdown

Annual returns

JEPQVYM
NameJPMorgan Nasdaq Equity Premium Income ETFVanguard High Dividend Yield ETF
CAGR17.97%12.31%
Total return96.39%60.67%
Volatility13.75%14.25%
Max drawdown-13.53%Sep 2022-13.40%Sep 2022
Sharpe0.980.59
Sortino1.451.08
Best year36.23%17.59%
Worst year-9.50%-0.33%
Final balance$19,639$16,067

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 2026-06-30, JEPQ performed better: 17.97% annualized versus 12.31% for VYM, 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 13.75% annualized volatility and a -13.53% max drawdown, versus 14.25% and -13.40% for VYM.