JEPQ vs PDI: ETF Comparison
Compare JEPQ (JPMorgan NASDAQ Equity Premium Income ETF) and PDI (PIMCO Dynamic Income Fund) 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.*
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JEPQ vs PDI: The Verdict
On average annual total return since inception, JEPQ holds a clear edge over PDI: +15.1% per year vs +10.0% per year — a gap of 5.1 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: PDI has been trading for 14.2 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 — one strong or weak stretch moves the needle more.
Income investors will notice the yield gap: PDI currently yields 16.10% vs JEPQ's 12.8%. Higher yield often comes with trade-offs in price appreciation, which is exactly why total return is the fairer scoreboard.
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JEPQ vs PDI Side-by-Side Data
| Symbol | Name | Provider | Inception | Age | Total Return | Avg. Annual Return | Yield | Expense Ratio | Grade |
|---|---|---|---|---|---|---|---|---|---|
| JEPQ | JPMorgan NASDAQ Equity Premium Income ETF | JP Morgan | 5/3/2022 | 4.3y | +82.0% | +15.1% | 12.8% | 0.35% | C |
| PDI | PIMCO Dynamic Income Fund | Pimco | 5/25/2012 | 14.2y | +289.0% | +10.0% | 16.10% | 1.10% | C |
JEPQ vs PDI — Frequently Asked Questions
Which is better, JEPQ or PDI?
By average annual total return since inception, JEPQ holds a clear edge over PDI (+15.1% vs +10.0% per year). "Better" depends on your goals — yield, payout frequency, and strategy differ between the two funds.
What is the difference between JEPQ and PDI?
JEPQ (JPMorgan NASDAQ Equity Premium Income ETF) is offered by JP Morgan and currently yields 12.8%. PDI (PIMCO Dynamic Income Fund) is offered by Pimco and yields 16.10%. Their average annual total returns since inception are +15.1% and +10.0% respectively.
Does JEPQ pay a higher dividend than PDI?
JEPQ currently yields 12.8% and PDI yields 16.10%. Remember that yield alone doesn't capture performance — total return (price + dividends) is the fairer comparison.