JEPQ vs VOE
Comparison between JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ, ETF) and VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES (VOE, ETF).
JEPQ vs VOE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JEPQ
$34B
Winner
VOE
$35B
Expense Ratio
JEPQ
0.35%
Winner
VOE
0.05%
Max Drawdown
Winner
JEPQ
21.59%
VOE
63.37%
Sharpe Ratio
Winner
JEPQ
1.93
VOE
1.57
5Y Beta
JEPQ
0.95
Winner
VOE
0.69
P/E Ratio
JEPQ
35.81
Winner
VOE
19.33
Forward P/E
JEPQ
24.09
Winner
VOE
13.53
PEG Ratio
JEPQ
0.59
Winner
VOE
0.47
5Y Dividends CAGR
JEPQ
N/A
VOE
12.81%
5Y EPS CAGR
Winner
JEPQ
29.52%
VOE
10.56%
Debt to Equity
Winner
JEPQ
21.45%
VOE
44.26%
P/S Ratio
JEPQ
6.03
Winner
VOE
1.20
P/B Ratio
JEPQ
9.20
Winner
VOE
2.35
JEPQ vs VOE - Holdings Comparison
JEPQ and VOE have 9 common holdings. Overlap is 1.30%
JEPQ's top 25 holdings weight is 64.33%. VOE's top 25 holdings weight is 28.81%.
| Rank | JEPQ | VOE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.93% | SLB LTD (SLB) - 1.44% |
| #2 | APPLE INC (AAPL) - 6.29% | CUMMINS INC (CMI) - 1.39% |
| #3 | ALPHABET INC CLASS C (GOOG) - 5.54% | VALERO ENERGY CORP (VLO) - 1.38% |
| #4 | MICROSOFT CORP (MSFT) - 5.21% | PHILLIPS 66 (PSX) - 1.37% |
| #5 | AMAZON.COM INC (AMZN) - 4.54% | MARATHON PETROLEUM CORP (MPC) - 1.35% |
| #6 | META PLATFORMS INC CLASS A (META) - 3.33% | CRH PLC (CRH) - 1.32% |
| #7 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.85% | GENERAL MOTORS CO (GM) - 1.26% |
| #8 | BROADCOM INC (AVGO) - 2.73% | n/a (WBD) - 1.21% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.56% | L3HARRIS TECHNOLOGIES INC (LHX) - 1.21% |
| #10 | TESLA INC (TSLA) - 2.56% | DIGITAL REALTY TRUST INC (DLR) - 1.16% |
| #11 | WALMART INC (WMT) - 2.42% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.15% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 2.21% | PACCAR INC (PCAR) - 1.14% |
| #13 | LAM RESEARCH CORP (LRCX) - 2.03% | BAKER HUGHES CO CLASS A (BKR) - 1.13% |
| #14 | NETFLIX INC (NFLX) - 1.87% | NEWMONT CORP (NEM) - 1.10% |
| #15 | COSTCO WHOLESALE CORP (COST) - 1.49% | CENCORA INC (COR) - 1.09% |
| #16 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.30% | CORTEVA INC (CTVA) - 1.07% |
| #17 | ANALOG DEVICES INC (ADI) - 1.24% | ONEOK INC (OKE) - 1.07% |
| #18 | CISCO SYSTEMS INC (CSCO) - 1.22% | CHENIERE ENERGY INC (LNG) - 1.06% |
| #19 | n/a (PLTR) - 1.15% | ARTHUR J. GALLAGHER & CO (AJG) - 1.04% |
| #20 | NDX_23 (n/a) - 1.03% | TARGET CORP (TGT) - 1.03% |
| #21 | NDX_24 (n/a) - 1.03% | DOMINION ENERGY INC (D) - 1.02% |
| #22 | NDX_22 (n/a) - 0.99% | ALLSTATE CORP (ALL) - 1.01% |
| #23 | ASML HOLDING NV ADR (ASML) - 0.95% | ENTERGY CORP (ETR) - 0.95% |
| #24 | NDX_21 (n/a) - 0.93% | EXELON CORP (EXC) - 0.93% |
| #25 | NDX_10 (n/a) - 0.93% | XCEL ENERGY INC (XEL) - 0.93% |
| Total Holdings | 109 | 180 |
JEPQ vs VOE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JEPQ
+5.44%
VOE
+1.13%
3M
Winner
JEPQ
+4.91%
VOE
+0.84%
6M
JEPQ
+9.24%
Winner
VOE
+11.67%
1Y
Winner
JEPQ
+28.80%
VOE
+23.11%
5Y(CAGR)
Winner
JEPQ
+16.04%
VOE
+8.13%
10Y(CAGR)
JEPQ
N/A
VOE
+10.73%
Max(CAGR)
Winner
JEPQ
+16.04%
VOE
+9.27%
JEPQ vs VOE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JEPQ | VOE |
|---|---|---|
| 2026 | +6.44% | +7.69% |
| 2025 | +15.41% | +12.46% |
| 2024 | +25.79% | +13.71% |
| 2023 | +36.69% | +10.01% |
| 2022 | -12.91% | -7.96% |
| 2021 | N/A | +31.13% |
| 2020 | N/A | +2.62% |
| 2019 | N/A | +27.88% |
| 2018 | N/A | -12.88% |
| 2017 | N/A | +16.14% |
| 2016 | N/A | +16.61% |
| 2015 | N/A | -1.89% |
| 2014 | N/A | +15.31% |
| 2013 | N/A | +34.58% |
| 2012 | N/A | +14.82% |
| 2011 | N/A | -1.60% |
| 2010 | N/A | +20.01% |
| 2009 | N/A | +34.45% |
| 2008 | N/A | -35.63% |
| 2007 | N/A | -4.15% |
| 2006 | N/A | +12.70% |
JEPQ vs VOE Drawdown Comparison
The maximum drawdown for JEPQ was -20.06%, occurring on Apr 8, 2025. Recovery took 118 trading sessions.
The maximum drawdown for VOE was -61.51%, occurring on Mar 9, 2009. Recovery took 983 trading sessions.
The current VOE drawdown is -1.53%.
| Rank | JEPQ | VOE |
|---|---|---|
| #1 | -20.06% Feb 19, 2025 - Aug 8, 2025 | -61.51% Jun 4, 2007 - Apr 27, 2011 |
| #2 | -16.83% May 4, 2022 - Apr 27, 2023 | -43.20% Feb 12, 2020 - Dec 4, 2020 |
| #3 | -10.70% Jul 10, 2024 - Oct 8, 2024 | -24.10% Apr 29, 2011 - Mar 13, 2012 |
| #4 | -8.82% Jan 28, 2026 - Apr 15, 2026 | -21.49% Jan 26, 2018 - Jul 24, 2019 |
| #5 | -6.61% Sep 14, 2023 - Nov 7, 2023 | -19.69% Apr 20, 2022 - Feb 22, 2024 |
| #6 | -6.04% Apr 11, 2024 - May 14, 2024 | -18.45% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -5.02% Nov 3, 2025 - Nov 28, 2025 | -18.04% May 21, 2015 - Jul 12, 2016 |
| #8 | -4.35% Jul 31, 2023 - Sep 11, 2023 | -11.49% Mar 26, 2012 - Sep 6, 2012 |
| #9 | -3.33% Dec 24, 2024 - Jan 22, 2025 | -8.46% Sep 5, 2014 - Nov 5, 2014 |
| #10 | -3.23% Dec 10, 2025 - Dec 23, 2025 | -7.79% Jan 13, 2022 - Mar 29, 2022 |
| #11 | -2.37% Jan 23, 2025 - Feb 13, 2025 | -7.06% Jul 24, 2019 - Sep 11, 2019 |
| #12 | -2.31% Oct 8, 2025 - Oct 20, 2025 | -6.93% Feb 26, 2026 - Apr 30, 2026 |
| #13 | -2.24% Jan 12, 2026 - Jan 26, 2026 | -6.80% May 17, 2013 - Jul 11, 2013 |
| #14 | -2.17% Dec 16, 2024 - Dec 24, 2024 | -6.78% Nov 15, 2021 - Dec 29, 2021 |
| #15 | -2.17% Oct 29, 2024 - Nov 6, 2024 | -6.78% Jun 8, 2021 - Aug 11, 2021 |
Correlation
Correlation between JEPQ and VOE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
JEPQ vs VOE dividend yield comparison.
| Year | JEPQ | VOE |
|---|---|---|
| 2026 | 3.56% | 0.52% |
| 2025 | 10.53% | 2.10% |
| 2024 | 9.65% | 2.11% |
| 2023 | 10.03% | 2.27% |
| 2022 | 9.44% | 2.27% |
| 2021 | 0.00% | 1.78% |
| 2020 | 0.00% | 2.36% |
| 2019 | 0.00% | 2.05% |
| 2018 | 0.00% | 2.75% |
| 2017 | 0.00% | 1.86% |
| 2016 | 0.00% | 1.92% |
| 2015 | 0.00% | 2.05% |
| 2014 | 0.00% | 1.67% |
| 2013 | 0.00% | 1.53% |
| 2012 | 0.00% | 1.93% |
| 2011 | 0.00% | 2.20% |
| 2010 | 0.00% | 1.91% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 2.91% |
| 2007 | 0.00% | 2.05% |
| 2006 | 0.00% | 0.64% |
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