DVY vs JEPI: ETF Comparison
Compare DVY (iShares Select Dividend ETF) and JEPI (JPMorgan Equity Premium Income ETF) side by side by average annual total return since inception โ one fair number covering price and dividends.
Updated Aug 4, 2026
*For entertainment purposes ONLY! NOT financial advice! Data may be inaccurate.*
DVY vs JEPI: The Verdict
On average annual total return since inception, JEPI edges out DVY: +11.2% per year vs +9.1% per year โ a gap of 2.1 percentage points annually. Total return counts both price movement and dividends, so this is the whole picture of each fund's performance, not just yield.
Keep the track records in mind: DVY has been trading for 22.8 years, while JEPI has only 6.2 years of history. A shorter track record means the younger fund's average has been shaped by fewer market environments โ one strong or weak stretch moves the needle more.
Income investors will notice the yield gap: JEPI currently yields 8.0% vs DVY's 3.3%. Higher yield often comes with trade-offs in price appreciation, which is exactly why total return is the fairer scoreboard.
DVY vs JEPI Side-by-Side Data
| Symbol | Name | Provider | Inception | Age | Total Return | Avg. Annual Return | Yield | Expense Ratio | Grade |
|---|---|---|---|---|---|---|---|---|---|
| DVY | iShares Select Dividend ETF | iShares | 11/3/2003 | 22.8y | +618.0% | +9.1% | 3.3% | 0.38% | B |
| JEPI | JPMorgan Equity Premium Income ETF | JP Morgan | 5/20/2020 | 6.2y | +93.0% | +11.2% | 8.0% | 0.35% | C |
DVY vs JEPI โ Frequently Asked Questions
Which is better, DVY or JEPI?
By average annual total return since inception, JEPI edges out DVY (+11.2% vs +9.1% per year). "Better" depends on your goals โ yield, payout frequency, and strategy differ between the two funds.
What is the difference between DVY and JEPI?
DVY (iShares Select Dividend ETF) is offered by iShares and currently yields 3.3%. JEPI (JPMorgan Equity Premium Income ETF) is offered by JP Morgan and yields 8.0%. Their average annual total returns since inception are +9.1% and +11.2% respectively.
Does JEPI pay a higher dividend than DVY?
JEPI currently yields 8.0% and DVY yields 3.3%. Remember that yield alone doesn't capture performance โ total return (price + dividends) is the fairer comparison.