Compare JPMorgan Equity Premium Income ETF (JEPI) vs Annaly Capital Management, Inc. (NLY) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
JPMorgan Equity Premium Income ETF vs Annaly Capital Management, Inc. — how do they compare? JPMorgan Equity Premium Income ETF trades at $56.53, while Annaly Capital Management, Inc. trades at $22.7 (market cap $16.63B). The key difference: Annaly Capital Management, Inc. pays a 13.22% dividend while JPMorgan Equity Premium Income ETF pays none, and Annaly Capital Management, Inc. is trading nearer its 52-week high, JPMorgan Equity Premium Income ETF nearer its low. Which is the better fit depends on your goals.
| JEPI | NLY | |
|---|---|---|
Sector | Income / Options Overlay | Financials |
52-Week High | $59.88 | $24.40 |
52-Week Low | $55.29 | $19.96 |
Market Cap | — | $16.63B |
Dividend Yield | — | 13.22% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
JEPI trades at $56.39, down 0.28% on the day, with technical indicators showing a bearish trend from moving averages while oscillators remain neutral. The ETF's covered call strategy generates high income but has underperformed the S&P 500 due to sector underweighting and upside caps. Recent news highlights tax inefficiencies and competition from alternatives like SPYI and DIVO.
JEPI's 8% yield appeals to income-focused investors, but total return potential is limited in bull markets. Risks include tracking error, tax disadvantages in taxable accounts, and sector concentration. Analyst sentiment is mixed, with some favoring more dynamic covered-call ETFs for better risk-adjusted returns in current market conditions.
No Aura AI signal available yet.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About JPMorgan Equity Premium Income ETF
JEPI is an actively managed ETF that seeks to deliver monthly income and stock market exposure with lower volatility. It combines an equity portfolio with an options strategy to generate steady premiums.
Read more on JEPI →About Annaly Capital Management, Inc.
Annaly Capital Management Inc is an American mortgage real estate investment trust. The company segments its operations into Residential and Commercial real estate investments. While Annaly's Residential assets are primarily comprised of agency mortgage-backed securities and debentures, it is primarily invested in commercial mortgage loans and mortgage-backed securities in its Commercial unit through its subsidiary, Annaly Commercial Real Estate Group. Agency mortgage-backed securities and debentures make up the majority of the company's overall portfolio. Most of the company's counterparties are located in the U.S. Annaly generates nearly all of its revenue from the spread between interest earned on its assets and interest payments made on its borrowings.
Read more on NLY →
