JEPI vs GOVT
Comparison between JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI, ETF) and ISHARES U.S. TREASURY BOND ETF (GOVT, ETF).
5-Year PerformanceJEPI has outperformed GOVT, delivering a return of +7.5% compared to -0.4%
JEPI vs GOVT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JEPI vs GOVT - Historical Returns
Returns include dividend reinvestment.
JEPI vs GOVT - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | JEPI | GOVT |
|---|---|---|
| 2026 | +1.75% | +0.22% |
| 2025 | +8.18% | +6.15% |
| 2024 | +12.29% | +3.27% |
| 2023 | +9.85% | +3.62% |
| 2022 | -3.09% | -11.87% |
| 2021 | +22.85% | -1.60% |
| 2020 | +18.59% | +7.08% |
| 2019 | N/A | +6.49% |
| 2018 | N/A | +0.54% |
| 2017 | N/A | +2.19% |
| 2016 | N/A | +0.60% |
| 2015 | N/A | +0.32% |
| 2014 | N/A | +4.75% |
| 2013 | N/A | -2.37% |
| 2012 | N/A | +2.23% |
JEPI vs GOVT Drawdown Comparison
The maximum drawdown for JEPI was -13.72%, occurring on Sep 30, 2022. Recovery took 291 trading sessions.
The maximum drawdown for GOVT was -19.07%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current JEPI drawdown is -3.17%. The current GOVT drawdown is -6.90%.
| Rank | JEPI | GOVT |
|---|---|---|
| #1 | -13.72% Apr 20, 2022 - Jun 16, 2023 | -19.07% Aug 4, 2020 - Oct 19, 2023 |
| #2 | -13.26% Feb 19, 2025 - Aug 22, 2025 | -5.87% Jul 8, 2016 - May 13, 2019 |
| #3 | -7.11% Dec 31, 2021 - Apr 8, 2022 | -4.56% Mar 9, 2020 - Apr 21, 2020 |
| #4 | -6.70% Sep 14, 2023 - Dec 1, 2023 | -4.55% May 1, 2013 - Oct 8, 2014 |
| #5 | -6.68% Feb 27, 2026 - Mar 27, 2026 | -3.54% Jan 30, 2015 - Jan 29, 2016 |
| #6 | -4.92% Nov 29, 2024 - Feb 19, 2025 | -2.63% Sep 4, 2019 - Jan 29, 2020 |
| #7 | -4.52% Sep 2, 2021 - Oct 26, 2021 | -2.14% Apr 21, 2020 - Jul 23, 2020 |
| #8 | -4.15% Oct 12, 2020 - Nov 5, 2020 | -1.93% Jul 25, 2012 - May 1, 2013 |
| #9 | -3.86% Jul 31, 2024 - Aug 15, 2024 | -1.93% Mar 8, 2012 - Apr 23, 2012 |
| #10 | -3.59% Mar 28, 2024 - May 15, 2024 | -1.74% Feb 11, 2016 - Apr 7, 2016 |
| #11 | -3.58% Sep 2, 2020 - Oct 7, 2020 | -1.27% Apr 7, 2016 - May 13, 2016 |
| #12 | -3.37% Jun 3, 2020 - Jul 6, 2020 | -1.25% Jun 1, 2012 - Jul 16, 2012 |
| #13 | -3.23% Nov 16, 2021 - Dec 7, 2021 | -1.16% Oct 15, 2014 - Dec 12, 2014 |
| #14 | -2.83% Jan 25, 2021 - Feb 18, 2021 | -1.07% Dec 16, 2014 - Jan 5, 2015 |
| #15 | -2.57% Feb 18, 2021 - Mar 9, 2021 | -0.97% Jul 3, 2019 - Aug 1, 2019 |
Correlation
Correlation between JEPI and GOVT is -0.26 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2012 - 2026)
JEPI vs GOVT dividend yield comparison.
| Year | JEPI | GOVT |
|---|---|---|
| 2026 | 3.46% | 1.50% |
| 2025 | 8.25% | 3.49% |
| 2024 | 7.33% | 3.14% |
| 2023 | 8.40% | 2.65% |
| 2022 | 11.68% | 1.77% |
| 2021 | 6.59% | 0.95% |
| 2020 | 5.79% | 2.17% |
| 2019 | 0.00% | 1.98% |
| 2018 | 0.00% | 1.97% |
| 2017 | 0.00% | 1.57% |
| 2016 | 0.00% | 1.40% |
| 2015 | 0.00% | 1.25% |
| 2014 | 0.00% | 1.17% |
| 2013 | 0.00% | 0.94% |
| 2012 | 0.00% | 0.85% |
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