Do JEPI and JEPQ overlap?

Yes — at least 16.1% of the two funds overlaps by portfolio weight across 25 shared positions, computed from each fund's SEC N-PORT filings.

Which has performed better over the last year, JEPI or JEPQ?

JEPQ — 7.6% vs 0.8% trailing 1-year price return. Past performance does not predict future results.

JEPI vs JEPQ ETF Comparison — Overlap, Performance & Live Signal

JEPI vs JEPQ — ETF comparison

Two funds head-to-head: live engine reads, trailing performance, and holdings overlap from SEC filings. An engine-read comparison — not a recommendation.

Factor by factor — JEPI (left) vs JEPQ (right)

Technical

Momentum

Fundamental

Options

Microstructure

Trailing performance — JEPI (left) vs JEPQ (right)

-1.5%

6-month return

+5.3%

+0.8%

1-year return

+7.6%

-8.3%

5-year return

+0.0%

Holdings overlap — 16.1% by weight · 25 shared positions

1.56%

LRCX

2.85%

1.52%

NVDA

6.59%

1.52%

AAPL

5.74%

1.46%

AMZN

3.62%

1.28%

MSFT

3.84%

1.11%

COST

1.15%

1.10%

ADI

1.10%

1.19%

PEP

0.66%

Largest JEPI-only positions: HWM 1.68% · TT 1.60% · EOG 1.45% · MMM 1.42% · RTX 1.42%

Largest JEPQ-only positions: MU 5.50% · INTC 1.59% · AMAT 1.30% · ASML 1.11% · CSX 0.60%

From each fund's SEC N-PORT filing (2026-08-28 / 2026-08-28), computed on the 84 of 112 and 53 of 94 equity positions matched to the QuantLogix stock universe — a lower bound, never an estimate.

QuantLogix's 5-factor engine currently reads JPMorgan Equity Premium Income ETF (JEPI) at 46/100 (neutral) and J.P. Morgan Nasdaq Equity Premium Income ETF (JEPQ) at 62/100 (buy). JEPQ carries the stronger composite read by 16 points, led by technical at 64/100. JEPI's strongest leg is microstructure at 55/100. On trailing price performance, JEPQ leads over the last year (+7.6% vs +0.8% for JEPI). By filed portfolio weights, at least 16.1% of the two funds overlaps across 25 shared positions. Signals recompute throughout the trading day — the balance can shift with the tape.

🤖 Want the deeper take? Pro runs a 10-agent AI debate on either name — 5 analysts, bull vs bear, a risk read, and a trader's verdict. See Pro →

Educational market analysis, not investment advice. QuantLogix does not provide personalized recommendations. JEPI ETF page · JEPQ ETF page · ETF rankings · Equities Network · Verified track record