HDV vs JEPI: ETF Comparison
Compare HDV (iShares Core High Dividend ETF) and JEPI (JPMorgan Equity Premium Income ETF) side by side by average annual total return since inception — one fair number covering price and dividends.
Updated Aug 4, 2026
*For entertainment purposes ONLY! NOT financial advice! Data may be inaccurate.*
Sponsored by VegaShares
HDV vs JEPI: The Verdict
On average annual total return since inception, JEPI is virtually tied with HDV — +11.2% vs +10.8%. With a gap this small, the deciding factors are more likely to be yield, payout schedule, and how each strategy fits your goals than raw performance.
Keep the track records in mind: HDV has been trading for 15.4 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 — one strong or weak stretch moves the needle more.
Income investors will notice the yield gap: JEPI currently yields 8.0% vs HDV's 3.3%. Higher yield often comes with trade-offs in price appreciation, which is exactly why total return is the fairer scoreboard.
Sponsored by VegaShares
HDV vs JEPI Side-by-Side Data
| Symbol | Name | Provider | Inception | Age | Total Return | Avg. Annual Return | Yield | Expense Ratio | Grade |
|---|---|---|---|---|---|---|---|---|---|
| HDV | iShares Core High Dividend ETF | iShares | 3/29/2011 | 15.4y | +384.0% | +10.8% | 3.3% | 0.08% | B |
| JEPI | JPMorgan Equity Premium Income ETF | JP Morgan | 5/20/2020 | 6.2y | +93.0% | +11.2% | 8.0% | 0.35% | C |
HDV vs JEPI — Frequently Asked Questions
Which is better, HDV or JEPI?
By average annual total return since inception, JEPI is virtually tied with HDV (+11.2% vs +10.8% per year). "Better" depends on your goals — yield, payout frequency, and strategy differ between the two funds.
What is the difference between HDV and JEPI?
HDV (iShares Core High 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 +10.8% and +11.2% respectively.
Does JEPI pay a higher dividend than HDV?
JEPI currently yields 8.0% and HDV yields 3.3%. Remember that yield alone doesn't capture performance — total return (price + dividends) is the fairer comparison.