Updated Reviewed quarterly
JEPI vs VYM: ETF Comparison
JEPI · JPMorgan
TER 0.35% · Yield —
VYM · Vanguard
TER 0.04% · Yield 2.2%
Both JEPI and VYM are US-listed and trigger FIF tax for NZ residents above the NZ$50,000 overseas-share threshold. The comparison is about exposure, fee, and strategy — both share the same NZ tax friction.
In 30 seconds: JEPI (JPMorgan Equity Premium Income ETF, JPMorgan) trades on the NYSE Arca at 0.35% TER. VYM (Vanguard High Dividend Yield ETF, Vanguard) trades on the NYSE Arca at 0.04% TER. Both JEPI and VYM are US-listed and trigger FIF tax for NZ residents above the NZ$50,000 overseas-share threshold. The comparison is about exposure, fee, and strategy — both share the same NZ tax friction.
- JEPI: JPMorgan Equity Premium Income ETF — 0.35% TER, FIF above NZ$50K
- VYM: Vanguard High Dividend Yield ETF — 0.04% TER, FIF above NZ$50K
- JEPI yield: not currently published
- VYM yield: 2.2% (Quarterly)
- Cheaper TER: VYM
Head-to-head comparison
| Feature | JEPI | VYM |
|---|---|---|
| Fund | JPMorgan Equity Premium Income ETF | Vanguard High Dividend Yield ETF |
| Issuer | JPMorgan | Vanguard |
| Exchange | NYSE Arca | NYSE Arca |
| Total expense ratio | 0.35% | 0.04% |
| Dividend yield (TTM) | — | 2.2% |
| Distribution frequency | Monthly | Quarterly |
| NZ tax wrapper | FIF above NZ$50K | FIF above NZ$50K |
Where to buy
JEPI trades on the NYSE Arca — buy via Hatch, Stake, Sharesies, Tiger and Interactive Brokers. VYM trades on the NYSE Arca — buy via Hatch, Stake, Sharesies, Tiger and Interactive Brokers. See all 11 NZ investment platforms compared.
Frequently asked questions
What is the difference between JEPI and VYM?▾
JEPI (JPMorgan Equity Premium Income ETF) charges 0.35% TER vs VYM (Vanguard High Dividend Yield ETF) at 0.04%. JEPI is from JPMorgan; VYM is from Vanguard. Both JEPI and VYM are US-listed and trigger FIF tax for NZ residents above the NZ$50,000 overseas-share threshold. The comparison is about exposure, fee, and strategy — both share the same NZ tax friction.
Which has the lower fee, JEPI or VYM?▾
VYM is cheaper at 0.04% TER vs JEPI at 0.35% — a gap of 0.31 percentage points.
Which yields more, JEPI or VYM?▾
Yield data for at least one fund is not currently published — check the issuer fact sheet for the latest trailing 12-month yield. Headline yield is gross; after-tax outcome depends on your tax wrapper (FIF above NZ$50K for JEPI, FIF above NZ$50K for VYM).
Can NZ residents buy both JEPI and VYM?▾
Yes. JEPI is available via Hatch, Stake, Sharesies, Tiger and Interactive Brokers. VYM is available via Hatch, Stake, Sharesies, Tiger and Interactive Brokers.
How does NZ tax differ between JEPI and VYM?▾
JEPI is FIF above NZ$50K. VYM is FIF above NZ$50K. Same tax wrapper, no structural tax difference between the two for NZ residents. See /tax/pie-vs-fif/ for the full mechanics.
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