IEF vs JEPI
Comparison between ISHARES 7-10 YEAR TREASURY BOND ETF (IEF, ETF) and JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI, ETF).
5-Year PerformanceJEPI has outperformed IEF, delivering a return of +7.4% compared to -1.7%
IEF vs JEPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IEF vs JEPI - Historical Returns
Returns include dividend reinvestment.
IEF vs JEPI - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | IEF | JEPI |
|---|---|---|
| 2026 | -1.16% | +5.94% |
| 2025 | +7.97% | +8.18% |
| 2024 | -0.26% | +12.29% |
| 2023 | +2.84% | +9.85% |
| 2022 | -14.36% | -3.09% |
| 2021 | -3.35% | +22.85% |
| 2020 | +9.50% | +18.59% |
| 2019 | +7.80% | N/A |
| 2018 | +1.32% | N/A |
| 2017 | +2.60% | N/A |
| 2016 | +0.58% | N/A |
| 2015 | +1.00% | N/A |
| 2014 | +8.64% | N/A |
| 2013 | -5.66% | N/A |
| 2012 | +4.33% | N/A |
| 2011 | +16.00% | N/A |
| 2010 | +9.10% | N/A |
| 2009 | -5.23% | N/A |
| 2008 | +17.07% | N/A |
| 2007 | +10.05% | N/A |
| 2006 | +2.53% | N/A |
| 2005 | +2.44% | N/A |
| 2004 | +4.97% | N/A |
| 2003 | +3.73% | N/A |
| 2002 | +6.25% | N/A |
IEF vs JEPI Drawdown Comparison
The maximum drawdown for IEF was -23.92%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The maximum drawdown for JEPI was -13.72%, occurring on Sep 30, 2022. Recovery took 291 trading sessions.
The current IEF drawdown is -11.87%. The current JEPI drawdown is -0.17%.
| Rank | IEF | JEPI |
|---|---|---|
| #1 | -23.92% Aug 4, 2020 - Oct 19, 2023 | -13.72% Apr 20, 2022 - Jun 16, 2023 |
| #2 | -10.40% Dec 30, 2008 - Jun 28, 2010 | -13.26% Feb 19, 2025 - Aug 22, 2025 |
| #3 | -9.07% May 1, 2013 - Oct 14, 2014 | -7.11% Dec 31, 2021 - Apr 8, 2022 |
| #4 | -8.81% Jul 8, 2016 - May 28, 2019 | -6.70% Sep 14, 2023 - Dec 1, 2023 |
| #5 | -8.53% Jun 13, 2003 - Mar 16, 2004 | -6.68% Feb 27, 2026 - Aug 5, 2026 |
| #6 | -8.01% Oct 11, 2010 - Jul 13, 2011 | -4.92% Nov 29, 2024 - Feb 19, 2025 |
| #7 | -7.21% Mar 16, 2004 - Sep 22, 2004 | -4.52% Sep 2, 2021 - Oct 26, 2021 |
| #8 | -6.18% Mar 20, 2008 - Sep 15, 2008 | -4.15% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -5.37% Sep 17, 2008 - Nov 19, 2008 | -3.86% Jul 31, 2024 - Aug 15, 2024 |
| #10 | -5.35% Jan 30, 2015 - Jan 28, 2016 | -3.59% Mar 28, 2024 - May 15, 2024 |
| #11 | -4.91% Jun 1, 2005 - Sep 21, 2006 | -3.58% Sep 2, 2020 - Oct 7, 2020 |
| #12 | -4.68% Mar 9, 2020 - Apr 1, 2020 | -3.37% Jun 3, 2020 - Jul 6, 2020 |
| #13 | -4.40% Sep 22, 2011 - Dec 19, 2011 | -3.23% Nov 16, 2021 - Dec 7, 2021 |
| #14 | -4.03% Oct 9, 2002 - Feb 13, 2003 | -2.83% Jan 25, 2021 - Feb 18, 2021 |
| #15 | -3.91% Feb 9, 2005 - May 5, 2005 | -2.57% Feb 18, 2021 - Mar 9, 2021 |
Correlation
Correlation between IEF and JEPI is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2002 - 2026)
IEF vs JEPI dividend yield comparison.
| Year | IEF | JEPI |
|---|---|---|
| 2026 | 2.34% | 4.67% |
| 2025 | 3.77% | 8.25% |
| 2024 | 3.62% | 7.33% |
| 2023 | 2.91% | 8.40% |
| 2022 | 1.96% | 11.68% |
| 2021 | 0.83% | 6.59% |
| 2020 | 1.08% | 5.79% |
| 2019 | 2.08% | 0.00% |
| 2018 | 2.24% | 0.00% |
| 2017 | 1.82% | 0.00% |
| 2016 | 1.81% | 0.00% |
| 2015 | 1.90% | 0.00% |
| 2014 | 2.05% | 0.00% |
| 2013 | 1.77% | 0.00% |
| 2012 | 1.79% | 0.00% |
| 2011 | 2.55% | 0.00% |
| 2010 | 3.24% | 0.00% |
| 2009 | 3.96% | 0.00% |
| 2008 | 3.71% | 0.00% |
| 2007 | 4.29% | 0.00% |
| 2006 | 4.23% | 0.00% |
| 2005 | 3.87% | 0.00% |
| 2004 | 3.74% | 0.00% |
| 2003 | 3.80% | 0.00% |
| 2002 | 2.07% | 0.00% |
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