JEPQ vs TLT
Comparison between JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ, ETF) and ISHARES 20+ YEAR TREASURY BOND ETF (TLT, ETF).
JEPQ vs TLT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JEPQ
$41B
Winner
TLT
$41B
Expense Ratio
JEPQ
0.35%
Winner
TLT
0.15%
Max Drawdown
Winner
JEPQ
21.59%
TLT
51.76%
Sharpe Ratio
Winner
JEPQ
1.19
TLT
-0.08
5Y Beta
JEPQ
0.97
Winner
TLT
0.06
P/E Ratio
JEPQ
36.40
TLT
N/A
Forward P/E
JEPQ
22.16
TLT
N/A
PEG Ratio
JEPQ
0.30
TLT
N/A
5Y Dividends CAGR
JEPQ
N/A
TLT
12.46%
5Y EPS CAGR
JEPQ
31.02%
TLT
N/A
Debt to Equity
JEPQ
32.33%
TLT
N/A
P/S Ratio
JEPQ
6.50
TLT
N/A
P/B Ratio
JEPQ
9.51
TLT
N/A
JEPQ vs TLT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JEPQ
-1.79%
TLT
-2.46%
3M
Winner
JEPQ
+4.80%
TLT
-2.26%
6M
Winner
JEPQ
+7.64%
TLT
-2.00%
1Y
Winner
JEPQ
+21.04%
TLT
+1.72%
5Y(CAGR)
Winner
JEPQ
+15.78%
TLT
-7.69%
10Y(CAGR)
JEPQ
N/A
TLT
-2.21%
Max(CAGR)
Winner
JEPQ
+15.78%
TLT
+3.56%
JEPQ vs TLT - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | JEPQ | TLT |
|---|---|---|
| 2026 | +8.64% | -1.69% |
| 2025 | +15.41% | +3.96% |
| 2024 | +25.79% | -7.53% |
| 2023 | +36.69% | +0.84% |
| 2022 | -12.91% | -29.39% |
| 2021 | N/A | -4.49% |
| 2020 | N/A | +16.83% |
| 2019 | N/A | +13.52% |
| 2018 | N/A | -0.53% |
| 2017 | N/A | +8.72% |
| 2016 | N/A | +0.45% |
| 2015 | N/A | -2.87% |
| 2014 | N/A | +26.91% |
| 2013 | N/A | -12.20% |
| 2012 | N/A | +4.20% |
| 2011 | N/A | +34.98% |
| 2010 | N/A | +9.14% |
| 2009 | N/A | -19.78% |
| 2008 | N/A | +32.03% |
| 2007 | N/A | +9.50% |
| 2006 | N/A | +0.84% |
| 2005 | N/A | +8.37% |
| 2004 | N/A | +10.01% |
| 2003 | N/A | +4.32% |
| 2002 | N/A | +9.75% |
JEPQ vs TLT Drawdown Comparison
The maximum drawdown for JEPQ was -20.06%, occurring on Apr 8, 2025. Recovery took 118 trading sessions.
The maximum drawdown for TLT was -48.35%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current JEPQ drawdown is -1.92%. The current TLT drawdown is -41.38%.
| Rank | JEPQ | TLT |
|---|---|---|
| #1 | -20.06% Feb 19, 2025 - Aug 8, 2025 | -48.35% Aug 4, 2020 - Oct 19, 2023 |
| #2 | -16.83% May 4, 2022 - Apr 27, 2023 | -26.58% Dec 30, 2008 - Aug 18, 2011 |
| #3 | -10.70% Jul 10, 2024 - Oct 8, 2024 | -20.48% Jul 25, 2012 - Dec 10, 2014 |
| #4 | -8.82% Jan 28, 2026 - Apr 15, 2026 | -17.88% Jul 8, 2016 - Jul 2, 2019 |
| #5 | -6.61% Sep 14, 2023 - Nov 7, 2023 | -15.80% Jan 30, 2015 - Jun 9, 2016 |
| #6 | -6.04% Apr 11, 2024 - May 14, 2024 | -15.73% Mar 9, 2020 - Apr 21, 2020 |
| #7 | -5.02% Nov 3, 2025 - Nov 28, 2025 | -15.69% Jun 13, 2003 - Dec 15, 2004 |
| #8 | -4.72% Jun 2, 2026 - Jun 15, 2026 | -10.91% Oct 3, 2011 - Dec 19, 2011 |
| #9 | -4.35% Jul 31, 2023 - Sep 11, 2023 | -10.82% Jun 30, 2005 - Nov 24, 2006 |
| #10 | -3.79% Jun 30, 2026 - Jul 17, 2026 | -10.41% Dec 19, 2011 - May 17, 2012 |
| #11 | -3.33% Dec 24, 2024 - Jan 22, 2025 | -8.63% Apr 21, 2020 - Jul 30, 2020 |
| #12 | -3.23% Dec 10, 2025 - Dec 23, 2025 | -8.24% Aug 28, 2019 - Feb 20, 2020 |
| #13 | -3.19% Jun 22, 2026 - Jun 30, 2026 | -8.03% Dec 4, 2006 - Aug 31, 2007 |
| #14 | -2.37% Jan 23, 2025 - Feb 13, 2025 | -7.49% Mar 20, 2008 - Sep 4, 2008 |
| #15 | -2.31% Oct 8, 2025 - Oct 20, 2025 | -6.68% Sep 24, 2002 - Feb 20, 2003 |
Correlation
Correlation between JEPQ and TLT is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.39
-101
Dividend Comparison (2002 - 2026)
JEPQ vs TLT dividend yield comparison.
| Year | JEPQ | TLT |
|---|---|---|
| 2026 | 5.57% | 2.33% |
| 2025 | 10.53% | 4.43% |
| 2024 | 9.65% | 4.30% |
| 2023 | 10.03% | 3.38% |
| 2022 | 9.44% | 2.67% |
| 2021 | 0.00% | 1.50% |
| 2020 | 0.00% | 1.50% |
| 2019 | 0.00% | 2.27% |
| 2018 | 0.00% | 2.63% |
| 2017 | 0.00% | 2.43% |
| 2016 | 0.00% | 2.60% |
| 2015 | 0.00% | 2.61% |
| 2014 | 0.00% | 2.67% |
| 2013 | 0.00% | 3.26% |
| 2012 | 0.00% | 2.68% |
| 2011 | 0.00% | 3.30% |
| 2010 | 0.00% | 4.16% |
| 2009 | 0.00% | 4.05% |
| 2008 | 0.00% | 3.49% |
| 2007 | 0.00% | 4.50% |
| 2006 | 0.00% | 4.52% |
| 2005 | 0.00% | 4.55% |
| 2004 | 0.00% | 4.68% |
| 2003 | 0.00% | 5.30% |
| 2002 | 0.00% | 2.19% |
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