JPST vs JEPQ

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

JPST vs JEPQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

JPST

$38B

Winner

JEPQ

$38B

Expense Ratio

Winner

JPST

0.18%

JEPQ

0.35%

Max Drawdown

Winner

JPST

3.30%

JEPQ

21.59%

Sharpe Ratio

JPST

1.44

Winner

JEPQ

1.85

5Y Beta

Winner

JPST

0.00

JEPQ

0.95

P/E Ratio

JPST

N/A

JEPQ

36.80

Forward P/E

JPST

N/A

JEPQ

24.85

PEG Ratio

JPST

N/A

JEPQ

0.55

5Y Dividends CAGR

JPST

33.32%

JEPQ

N/A

5Y EPS CAGR

JPST

N/A

JEPQ

29.20%

Debt to Equity

JPST

N/A

JEPQ

23.21%

P/S Ratio

JPST

N/A

JEPQ

6.08

P/B Ratio

JPST

N/A

JEPQ

9.12

JPST vs JEPQ - Historical Returns

Returns include dividend reinvestment.

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

JPST

+0.37%

Winner

JEPQ

+4.33%

JPST

+0.64%

Winner

JEPQ

+7.18%

JPST

+1.88%

Winner

JEPQ

+9.65%

JPST

+4.53%

Winner

JEPQ

+27.57%

5Y(CAGR)

JPST

+3.59%

Winner

JEPQ

+16.12%

10Y(CAGR)

JPST

+2.98%

JEPQ

N/A

Max(CAGR)

JPST

+2.98%

Winner

JEPQ

+16.12%

JPST vs JEPQ - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

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

JPST vs JEPQ Drawdown Comparison

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

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

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