JEPQ vs QDTE: Income Fund Comparison
JPMorgan Nasdaq Equity Premium Income ETF - US (JEPQ) and Innovation-100 0DTE Covered Call Strategy ETF (QDTE) 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: JEPQ individual review · QDTE individual review
| JEPQ | QDTE | |
|---|---|---|
| Fund Name | JPMorgan Nasdaq Equity Premium Income ETF - US | Innovation-100 0DTE Covered Call Strategy ETF |
| Fund Type | Index Based Fund | Index Based Fund |
| Exchange | NYSE/NASDAQ | NYSE/NASDAQ |
| Last Reviewed | 2025-10-30 | 2025-07-10 |
🔒 Full scores available — with Premium subscription
Compare Performance — Free →Fund Attributes: JEPQ vs QDTE 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.
Expense ratio is 0.35 which is low for an options based fund.
QDTE's MER of 0.95% is notably higher than the average for similar ETFs.
JP Morgan has trillions under management.
As of June 2025 - Roundhill announced that it had surpassed the $5 billion AUM milestone.
Fund has been around since May 3rd 2022.
The fund launched March 7 2024.
34 Billion plus under management. One of the most popular income funds.
Approximately $800 Million in the fund.
Risk: JEPQ vs QDTE 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.
See the full Risk analysis for both JEPQ and QDTE — volatility ratings, diversification scores, and analyst notes.
View Plans →Return: JEPQ vs QDTE 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.
See the full Return analysis for both JEPQ and QDTE — 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 QDTE are available in the Dependable Income Investing app.
Frequently Asked Questions: JEPQ vs QDTE
Which has a lower expense ratio, JEPQ or QDTE?
JEPQ: Expense ratio is 0.35 which is low for an options based fund.
QDTE: QDTE's MER of 0.95% is notably higher than the average for similar ETFs.
Which fund has more assets under management, JEPQ or QDTE?
JEPQ: 34 Billion plus under management. One of the most popular income funds.
QDTE: Approximately $800 Million in the fund.
Which fund has been trading longer, JEPQ or QDTE?
JEPQ: Fund has been around since May 3rd 2022.
QDTE: The fund launched March 7 2024.
Who manages JEPQ vs QDTE?
JEPQ: JP Morgan has trillions under management.
QDTE: As of June 2025 - Roundhill announced that it had surpassed the $5 billion AUM milestone.
Where can I see the full JEPQ vs QDTE 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 QDTE 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.
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