QYLD vs JEPI – Which Monthly Dividend ETF Deserves Your Attention in 2025?
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< QYLD vs JEPI > |
1. Dave Wanted Monthly Income Without the Rollercoaster
Dave is a 44-year-old project manager in Colorado.
He doesn't want to chase meme stocks or trade crypto.
He just wants steady income—something like a second paycheck.
That’s when he found out about monthly dividend ETFs.
Two names kept coming up: QYLD and JEPI.
“They both pay monthly… but which one’s better for me?”
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< Dividend Yield > |
2. Not All Monthly ETFs Are Built the Same
Both QYLD and JEPI offer what Dave wants:
- Monthly dividends
- Covered call strategy
- Lower volatility than the S&P 500
But they do it in very different ways—and understanding that is key.
3. Side-by-Side Comparison (QYLD vs JEPI)
Category | QYLD | JEPI |
---|---|---|
Issuer | Global X | J.P. Morgan |
Dividend Yield (2025 est.) | ~11–12% | ~7–9% |
Strategy | 100% covered call on Nasdaq 100 | Equity income + partial covered calls |
Growth Potential | Very limited (flat to negative) | Moderate growth via quality stocks |
Top Holdings | Nasdaq 100 Index | ABBV, AMGN, UNH, KO, etc. |
Expense Ratio | 0.60% | 0.35% |
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< Key Feature > |
4. Which One Is Better (It Depends…)
Choose QYLD if:
- You want maximum income now
- You’re okay with zero capital growth
- You like Nasdaq 100 exposure but less volatility
Choose JEPI if:
- You want a balanced mix of income and growth
- You prefer blue-chip stability
- You care about total return (not just income)
Pro tip: Some investors hold both. QYLD for cash flow, JEPI for durability.
5. What’s Your Income Strategy?
QYLD and JEPI are not get-rich-quick tools.
They’re for people like Dave—those who want predictability, consistency, and peace of mind.
Want monthly income with a plan?
Start by picking the ETF that matches your mindset.