WDTE vs JEPI: Income Fund Comparison
Defiance S&P 500 Weekly Distribution ETF - US (WDTE) 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: WDTE individual review · JEPI individual review
| WDTE | JEPI | |
|---|---|---|
| Fund Name | Defiance S&P 500 Weekly Distribution ETF - US | JPMorgan Equity Premium Income ETF - US |
| Fund Type | Index Based Fund | Diversified Fund |
| Exchange | NYSE/NASDAQ | NYSE/NASDAQ |
| Last Reviewed | 2026-03-07 | 2026-03-06 |
🔒 Full scores available — with Premium subscription
Compare Performance — Free →Fund Attributes: WDTE 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.
Expense ratio is 1.03% which is high.
Expense ratio is 0.35% which is low for an options-based income ETF.
Defiance ETFs surpassed $8 Billion in assets under management as of January 2026.
J.P. Morgan Asset Management has trillions in assets under management - one of the largest asset managers in the world.
Fund inception date was September 18th 2023 - approximately 2.5 years of history as of review date (rounded up to 3 years for scoring). In early October 2024 the fund moved from monthly to weekly distributions.
Fund inception date was May 20th 2020 - approximately 5.8 years of history as of review date.
$65.51 Million in assets under management which is a very small fund. Fund has shrunk from $72 Million in the previous review - likely due to poor performance.
Approximately $44.58 Billion in assets under management as of March 2026. One of the most popular income ETFs in the world.
Risk: WDTE 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.
See the full Risk analysis for both WDTE and JEPI — volatility ratings, diversification scores, and analyst notes.
View Plans →Return: WDTE 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.
See the full Return analysis for both WDTE 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 WDTE and JEPI are available in the Dependable Income Investing app.
Frequently Asked Questions: WDTE vs JEPI
Which has a lower expense ratio, WDTE or JEPI?
WDTE: Expense ratio is 1.03% which is high.
JEPI: Expense ratio is 0.35% which is low for an options-based income ETF.
Which fund has more assets under management, WDTE or JEPI?
WDTE: $65.51 Million in assets under management which is a very small fund. Fund has shrunk from $72 Million in the previous review - likely due to poor performance.
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, WDTE or JEPI?
WDTE: Fund inception date was September 18th 2023 - approximately 2.5 years of history as of review date (rounded up to 3 years for scoring). In early October 2024 the fund moved from monthly to weekly distributions.
JEPI: Fund inception date was May 20th 2020 - approximately 5.8 years of history as of review date.
Who manages WDTE vs JEPI?
WDTE: Defiance ETFs surpassed $8 Billion in assets under management as of January 2026.
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 WDTE 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.
See the Full WDTE 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.
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