IVVW vs JEPI: Income Fund Comparison
iShares S&P 500 BuyWrite ETF - US (IVVW) and JPMorgan Equity Premium Income ETF - US (JEPI) are both income-focused funds. Below is our independent side-by-side review using the Dependable Income Investing 13-factor scoring system — designed specifically for income investors seeking reliable, sustainable distributions.
Also see: IVVW individual review · JEPI individual review
IVVW: MER is 0.25%. This is very low for a covered call fund. JEPI: Expense ratio is 0.35% which is low for an options-based income ETF. IVVW fund inception date was March 14 2024. JEPI fund inception date was May 20th 2020 - approximately 5.8 years of history as of review date. Full Dependability and Return scores for both funds are available in the app.
| IVVW | JEPI | |
|---|---|---|
| Fund Name | iShares S&P 500 BuyWrite ETF - US | JPMorgan Equity Premium Income ETF - US |
| Fund Type | Index Based Fund | Diversified Fund |
| Exchange | NYSE/NASDAQ | NYSE/NASDAQ |
| Last Reviewed | 2025-06-04 | 2026-03-06 |
| Author | Adam Hyde, Income Investing Analyst | |
🔒 Full scores available — with Premium subscription
Compare Performance — Free →Fund Attributes: IVVW vs JEPI 20% of overall score
Fund Attributes cover the foundational characteristics of each fund: cost, company backing, track record, and size. These factors reflect stability and cost-efficiency for long-term income investors.
MER is 0.25%. This is very low for a covered call fund.
Expense ratio is 0.35% which is low for an options-based income ETF.
iShares Blackrock has more than 3.3 Trillion under management.
J.P. Morgan Asset Management has trillions in assets under management - one of the largest asset managers in the world.
Fund inception date was March 14 2024.
Fund inception date was May 20th 2020 - approximately 5.8 years of history as of review date.
40 Million net assets invested in this fund.
Approximately $44.58 Billion in assets under management as of March 2026. One of the most popular income ETFs in the world.
Risk: IVVW vs JEPI 35% of overall score
Risk factors evaluate how each fund manages volatility, diversification, and the nature of its underlying assets — critical considerations for income investors who prioritise capital preservation.
Portfolio visualizer says the beta is 0.62 which is lower volatility than the overall market.
Beta is 0.58 vs SPY (2020-05-29 to 2026-03-06) - significantly lower than the market. Very low volatility for an income fund.
See the full Risk analysis for both IVVW and JEPI — volatility ratings, diversification scores, and analyst notes.
View Plans →Return: IVVW vs JEPI 45% of overall score
Return factors assess income generation quality: current yield, distribution consistency, price history, and payment frequency. This is the most heavily weighted category for income investors.
Pays monthly.
Monthly distributions.
See the full Return analysis for both IVVW and JEPI — yield ratings, distribution consistency scores, and capital history.
View Plans →Our Review Methodology
Every fund reviewed on Dependable Income Investing is scored using our 13-factor Fund Report Card, organised into three weighted categories: Fund Attributes (20%), Risk (35%), and Return (45%). Each criterion is rated 1–5 by our analysts based on publicly available fund data.
We also calculate a Dependability Score — a weighted composite of six income-specific factors ranked by importance for retirement income investors: Yield Stability, Yield, Volatility, Capital History, Fund Risk, and Underlying Assets. This score answers the question income investors care about most: can I depend on this fund to pay me reliably?
Full scores, ratings, and analyst notes for both IVVW and JEPI are available in the Dependable Income Investing app.
See our full scoring methodology →
Frequently Asked Questions: IVVW vs JEPI
Which has a lower expense ratio, IVVW or JEPI?
IVVW: MER is 0.25%. This is very low for a covered call fund.
JEPI: Expense ratio is 0.35% which is low for an options-based income ETF.
Which fund has more assets under management, IVVW or JEPI?
IVVW: 40 Million net assets invested in this fund.
JEPI: Approximately $44.58 Billion in assets under management as of March 2026. One of the most popular income ETFs in the world.
Which fund has been trading longer, IVVW or JEPI?
IVVW: Fund inception date was March 14 2024.
JEPI: Fund inception date was May 20th 2020 - approximately 5.8 years of history as of review date.
Who manages IVVW vs JEPI?
IVVW: iShares Blackrock has more than 3.3 Trillion under management.
JEPI: J.P. Morgan Asset Management has trillions in assets under management - one of the largest asset managers in the world.
Where can I see the full IVVW vs JEPI comparison with scores?
The complete side-by-side comparison — including all Risk and Return scores, analyst notes, Overall Score, and Dependability Score for both funds — is available in the Dependable Income Investing app.
What is the difference between IVVW and JEPI?
iShares S&P 500 BuyWrite ETF - US is a Index Based Fund. MER is 0.25%. This is very low for a covered call fund. JPMorgan Equity Premium Income ETF - US is a Diversified Fund. Expense ratio is 0.35% which is low for an options-based income ETF. Full comparison including Dependability Score is available in the Dependable Income Investing app.
Which is better for income investors, IVVW or JEPI?
IVVW: MER is 0.25%. This is very low for a covered call fund. Fund inception date was March 14 2024. JEPI: Expense ratio is 0.35% which is low for an options-based income ETF. Fund inception date was May 20th 2020 - approximately 5.8 years of history as of review date. Which scores higher on Dependability and Return is available in the Dependable Income Investing app.
Do IVVW and JEPI pay monthly distributions?
IVVW: Pays monthly. JEPI: Monthly distributions. Full yield and distribution stability scores for both funds are available in the Dependable Income Investing app.
See the Full IVVW vs JEPI Comparison
The Dependable Income Investing app gives you the complete picture: all 13 scoring factors for both funds, Risk and Return analyst notes, Dependability Scores, and tools to compare any income fund side by side.
Open Free Comparison Tool →Free. No credit card required.