JEPQ vs IQQQ: Income Fund Comparison

JPMorgan Nasdaq Equity Premium Income ETF - US (JEPQ) and ProShares Nasdaq-100 High Income ETF - US (IQQQ) 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.

JEPQ IQQQ
Fund Name JPMorgan Nasdaq Equity Premium Income ETF - US ProShares Nasdaq-100 High Income ETF - US
Fund Type Index Based Fund Index Based Fund
Exchange NYSE/NASDAQ NYSE/NASDAQ
Last Reviewed 2025-10-30 2025-07-10
JEPQ
IQQQ
Overall Score
Dependability

🔒 Full scores available — with Premium subscription

Compare Performance — Free →

Fund Attributes: JEPQ vs IQQQ 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.

Criterion
JEPQ
IQQQ
Expense Ratio
4/5

Expense ratio is 0.35 which is low for an options based fund.

3/5

Expense ratio is 0.55 percent as of July 2025 which is moderate for an options ETF.

Fund Company Size
5/5

JP Morgan has trillions under management.

5/5

The total assets managed by ProShares are $80 Billion.

Fund History
4/5

Fund has been around since May 3rd 2022.

2/5

The fund launched March 18 2024 so it has less than two years of operating history.

Fund AUM
5/5

34 Billion plus under management. One of the most popular income funds.

2/5

The net assets of the fund are about $200 Million.

Risk: JEPQ vs IQQQ 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.

Criterion
JEPQ
IQQQ
Volatility
████████████████████████
🔒 Full analysis in app
████████████████████████
🔒 Full analysis in app
Lower volatility may indicate more stability — important for investors living off their income.
Sector Diversification
████████████████████████
🔒 Full analysis in app
████████████████████████
🔒 Full analysis in app
Holding across more sectors reduces the impact of any single industry downturn.
Geographic Diversification
████████████████████████
🔒 Full analysis in app
████████████████████████
🔒 Full analysis in app
Exposure across geographies can reduce risk from any single country's economic conditions.
Fund Risk
████████████████████████
🔒 Full analysis in app
████████████████████████
🔒 Full analysis in app
The fund's overall risk profile, based on self-reported classifications where available.
Underlying Assets
████████████████████████
🔒 Full analysis in app
████████████████████████
🔒 Full analysis in app
What the fund actually holds — stocks, bonds, synthetics, or other funds — affects risk profile significantly.

See the full Risk analysis for both JEPQ and IQQQ — volatility ratings, diversification scores, and analyst notes.

View Plans →

Return: JEPQ vs IQQQ 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.

Criterion
JEPQ
IQQQ
Yield
████████████████████████
🔒 Full analysis in app
████████████████████████
🔒 Full analysis in app
The current dividend yield, reflecting the annual income generated relative to fund price.
Yield Stability
████████████████████████
🔒 Full analysis in app
████████████████████████
🔒 Full analysis in app
How consistent the distribution amounts have been over time — critical for income investors who budget around payments.
Capital History
████████████████████████
🔒 Full analysis in app
████████████████████████
🔒 Full analysis in app
The fund's track record of price appreciation or depreciation, reflecting total return alongside income.
Distribution Frequency
████████████████████████
🔒 Full analysis in app
████████████████████████
🔒 Full analysis in app
How often the fund pays distributions — monthly payments are generally preferred by income investors.

See the full Return analysis for both JEPQ and IQQQ — 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 JEPQ and IQQQ are available in the Dependable Income Investing app.

Frequently Asked Questions: JEPQ vs IQQQ

Which has a lower expense ratio, JEPQ or IQQQ?

JEPQ: Expense ratio is 0.35 which is low for an options based fund.
IQQQ: Expense ratio is 0.55 percent as of July 2025 which is moderate for an options ETF.

Which fund has more assets under management, JEPQ or IQQQ?

JEPQ: 34 Billion plus under management. One of the most popular income funds.
IQQQ: The net assets of the fund are about $200 Million.

Which fund has been trading longer, JEPQ or IQQQ?

JEPQ: Fund has been around since May 3rd 2022.
IQQQ: The fund launched March 18 2024 so it has less than two years of operating history.

Who manages JEPQ vs IQQQ?

JEPQ: JP Morgan has trillions under management.
IQQQ: The total assets managed by ProShares are $80 Billion.

Where can I see the full JEPQ vs IQQQ 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.

See the Full JEPQ vs IQQQ 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.

"As someone new to investing, this app is a game changer!"

— J. Cook, Alert Bay, BC 🇨🇦

"It is a great tool for tracking investing. It has been incredibly helpful for my husband and me."

— R. Savino, Brea, CA 🇺🇸

"I imagine it will continue to be invaluable as I begin personally managing some or all of my investments."

— D. Giesy, Mount Vernon, WA 🇺🇸