JEPQ vs JPST

Comparison between JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ, ETF) and JPMORGAN ULTRA-SHORT INCOME ETF (JPST, ETF).

JEPQ vs JPST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JEPQ(ETF)	JPST(ETF)
Net Assets	$38B	$38B
Expense Ratio	0.35%	0.18%
Max Drawdown	21.59%	3.30%
Sharpe Ratio	1.85	1.44
5Y Beta	0.95	0.00
P/E Ratio	36.80	N/A
Forward P/E	24.85	N/A
PEG Ratio	0.55	N/A
5Y Dividends CAGR	N/A	33.32%
5Y EPS CAGR	29.20%	N/A
Debt to Equity	23.21%	N/A
P/S Ratio	6.08	N/A
P/B Ratio	9.12	N/A

Net Assets

Winner

JEPQ

$38B

JPST

$38B

Expense Ratio

JEPQ

0.35%

Winner

JPST

0.18%

Max Drawdown

JEPQ

21.59%

Winner

JPST

3.30%

Sharpe Ratio

Winner

JEPQ

1.85

JPST

1.44

5Y Beta

JEPQ

0.95

Winner

JPST

0.00

P/E Ratio

JEPQ

36.80

JPST

N/A

Forward P/E

JEPQ

24.85

JPST

N/A

PEG Ratio

JEPQ

0.55

JPST

N/A

5Y Dividends CAGR

JEPQ

N/A

JPST

33.32%

5Y EPS CAGR

JEPQ

29.20%

JPST

N/A

Debt to Equity

JEPQ

23.21%

JPST

N/A

P/S Ratio

JEPQ

6.08

JPST

N/A

P/B Ratio

JEPQ

9.12

JPST

N/A

JEPQ vs JPST - Historical Returns

Returns include dividend reinvestment.

Period	JEPQ	JPST
1 month	+4.33%	+0.37%
3 months	+7.18%	+0.64%
6 months	+9.65%	+1.88%
1 year	+27.57%	+4.53%
5 years(CAGR)	+16.12%	+3.59%
10 years(CAGR)	N/A	+2.98%
Max(CAGR)	+16.12%	+2.98%

Winner

JEPQ

+4.33%

JPST

+0.37%

Winner

JEPQ

+7.18%

JPST

+0.64%

Winner

JEPQ

+9.65%

JPST

+1.88%

Winner

JEPQ

+27.57%

JPST

+4.53%

5Y(CAGR)

Winner

JEPQ

+16.12%

JPST

+3.59%

10Y(CAGR)

JEPQ

N/A

JPST

+2.98%

Max(CAGR)

Winner

JEPQ

+16.12%

JPST

+2.98%

JEPQ vs JPST - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	JEPQ	JPST
2026	+6.94%	+1.16%
2025	+15.41%	+4.95%
2024	+25.79%	+5.58%
2023	+36.69%	+5.15%
2022	-12.91%	+1.14%
2021	N/A	+0.11%
2020	N/A	+2.18%
2019	N/A	+3.42%
2018	N/A	+2.25%
2017	N/A	+1.00%

JEPQ vs JPST Drawdown Comparison

The maximum drawdown for JEPQ was -20.06%, occurring on Apr 8, 2025. Recovery took 118 trading sessions.

The maximum drawdown for JPST was -3.28%, occurring on Mar 25, 2020. Recovery took 53 trading sessions.

Rank	JEPQ	JPST
#1	-20.06% Feb 19, 2025 - Aug 8, 2025	-3.28% Mar 5, 2020 - May 20, 2020
#2	-16.83% May 4, 2022 - Apr 27, 2023	-0.79% Oct 1, 2021 - Nov 8, 2022
#3	-10.70% Jul 10, 2024 - Oct 8, 2024	-0.30% Apr 3, 2025 - Apr 21, 2025
#4	-8.82% Jan 28, 2026 - Apr 15, 2026	-0.28% Sep 26, 2017 - Oct 13, 2017
#5	-6.61% Sep 14, 2023 - Nov 7, 2023	-0.28% May 11, 2023 - Jun 16, 2023
#6	-6.04% Apr 11, 2024 - May 14, 2024	-0.15% Feb 26, 2026 - Mar 31, 2026
#7	-5.02% Nov 3, 2025 - Nov 28, 2025	-0.15% Sep 17, 2020 - Oct 21, 2020
#8	-4.35% Jul 31, 2023 - Sep 11, 2023	-0.14% Jun 10, 2020 - Jun 16, 2020
#9	-3.33% Dec 24, 2024 - Jan 22, 2025	-0.12% Mar 8, 2018 - Mar 26, 2018
#10	-3.23% Dec 10, 2025 - Dec 23, 2025	-0.12% Mar 23, 2023 - Apr 4, 2023
#11	-2.37% Jan 23, 2025 - Feb 13, 2025	-0.12% Mar 1, 2021 - Apr 22, 2021
#12	-2.31% Oct 8, 2025 - Oct 20, 2025	-0.10% Jul 26, 2017 - Aug 3, 2017
#13	-2.24% Jan 12, 2026 - Jan 26, 2026	-0.10% Apr 5, 2023 - Apr 24, 2023
#14	-2.17% Dec 16, 2024 - Dec 24, 2024	-0.10% Dec 16, 2024 - Dec 26, 2024
#15	-2.17% Oct 29, 2024 - Nov 6, 2024	-0.10% Oct 2, 2024 - Oct 14, 2024