HDV vs JEPQ: ETF Comparison
Compare HDV (iShares Core High Dividend ETF) and JEPQ (JPMorgan NASDAQ 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.*
HDV vs JEPQ: The Verdict
On average annual total return since inception, JEPQ holds a clear edge over HDV: +15.1% per year vs +10.8% per year โ a gap of 4.3 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: HDV has been trading for 15.4 years, while JEPQ has only 4.3 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: JEPQ currently yields 12.8% 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.
HDV vs JEPQ 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 |
| JEPQ | JPMorgan NASDAQ Equity Premium Income ETF | JP Morgan | 5/3/2022 | 4.3y | +82.0% | +15.1% | 12.8% | 0.35% | C |
HDV vs JEPQ โ Frequently Asked Questions
Which is better, HDV or JEPQ?
By average annual total return since inception, JEPQ holds a clear edge over HDV (+15.1% vs +10.8% per year). "Better" depends on your goals โ yield, payout frequency, and strategy differ between the two funds.
What is the difference between HDV and JEPQ?
HDV (iShares Core High Dividend ETF) is offered by iShares and currently yields 3.3%. JEPQ (JPMorgan NASDAQ Equity Premium Income ETF) is offered by JP Morgan and yields 12.8%. Their average annual total returns since inception are +10.8% and +15.1% respectively.
Does JEPQ pay a higher dividend than HDV?
JEPQ currently yields 12.8% and HDV yields 3.3%. Remember that yield alone doesn't capture performance โ total return (price + dividends) is the fairer comparison.