JEPQ vs LQD
JEPQ vs LQD · Last updated April 5, 2026
| Metric | JEPQ | LQD | |
|---|---|---|---|
| Price | $55.59 | $109.12 | — |
| Expense Ratio | 0.35% | 0.14% | LQD |
| Dividend Yield | N/A | N/A | — |
| AUM | $34.6B | $32.0B | JEPQ |
Performance Comparison
| Period | JEPQ | LQD |
|---|---|---|
| 1M | -2.58% | -0.87% |
| 3M | -2.29% | -0.11% |
| 6M | +2.45% | +0.05% |
| YTD | -1.76% | +0.15% |
| 1Y | +33.25% | +4.94% |
| 3Y | N/A | N/A |
| 5Y | N/A | N/A |
Dividend Comparison
| Ex-Date | Ticker | Amount |
|---|---|---|
| April 1, 2026 | JEPQ | $0.56 |
| April 1, 2026 | LQD | $0.45 |
| March 2, 2026 | JEPQ | $0.51 |
| March 2, 2026 | LQD | $0.38 |
| February 2, 2026 | JEPQ | $0.47 |
| February 2, 2026 | LQD | $0.41 |
| December 31, 2025 | JEPQ | $0.58 |
| December 19, 2025 | LQD | $0.44 |
| December 1, 2025 | JEPQ | $0.55 |
| December 1, 2025 | LQD | $0.41 |
| November 3, 2025 | JEPQ | $0.48 |
| November 3, 2025 | LQD | $0.40 |
| October 1, 2025 | JEPQ | $0.45 |
| October 1, 2025 | LQD | $0.41 |
| September 2, 2025 | JEPQ | $0.44 |
| September 2, 2025 | LQD | $0.38 |
| August 1, 2025 | JEPQ | $0.44 |
| August 1, 2025 | LQD | $0.44 |
| July 1, 2025 | JEPQ | $0.49 |
| July 1, 2025 | LQD | $0.40 |
Key Differences
JEPQ (JEPQ) and LQD (LQD) are both popular exchange-traded funds that investors frequently compare. Here is how they differ based on the latest available data.
On the cost front, LQD (0.14% expense ratio) is more economical than JEPQ (0.35%). For a $100,000 investment, the annual fee difference is $210.00. Over decades, this cost advantage compounds meaningfully.
In terms of fund size, JEPQ manages $34.6B compared to LQD's $32.0B. This size advantage typically means JEPQ has better liquidity, making it easier to trade large positions without significant price impact.
All metrics shown are based on historical and trailing data. Forward-looking expectations may differ significantly from past performance.
How to Compare JEPQ and LQD
- If minimizing costs is a priority, compare the expense ratios: JEPQ charges 0.35% and LQD charges 0.14%.
- For liquidity, larger funds with higher AUM typically have tighter bid-ask spreads and more efficient trading.
- Review historical performance across different time periods (1-month to 5-year) to understand how each has performed in various market conditions.
Frequently Asked Questions
Is JEPQ or LQD a better investment?
Whether JEPQ or LQD is more suitable depends on your individual investment goals, risk tolerance, and time horizon. JEPQ and LQD differ in key metrics like expense ratio, dividend yield, and assets under management. This page provides objective data to help you compare the two.
What is the expense ratio difference between JEPQ and LQD?
LQD has an expense ratio of 0.14%, while JEPQ charges 0.35%. On a $10,000 investment, this 0.21% difference costs approximately $21.00 per year.
Which fund is larger, JEPQ or LQD?
JEPQ has $34.6B in assets under management, making it the larger fund. Larger funds tend to have better liquidity and tighter bid-ask spreads.
What are the risks of investing in JEPQ vs LQD?
Both JEPQ and LQD carry market risk — their values can decline during market downturns. Past performance does not guarantee future results. Consider factors like volatility, sector concentration, and your own risk tolerance when evaluating either investment.
See how expense ratio differences affect your returns over time → Expense Ratio Calculator