Ameriprise Financial, Inc. (AMP) vs JPMorgan Equity Premium Income ETF (JEPI)
Over the past 5 years, AMP outperformed JEPI — 14.66% vs 7.61% annualized total return (price plus dividends).
A side-by-side comparison of Ameriprise Financial, Inc. and JPMorgan Equity Premium Income ETF across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 2026. Differences are shown without an overall score or investment verdict.
Total return — AMP vs JEPI
growth of $100 · dividends reinvested · last 6yMetrics side by side
Did AMP beat JEPI?
Over the past 5 years, AMP outperformed JEPI — 14.66% vs 7.61% annualized total return (price plus dividends).
Total return (annualized)
| Metric | AMP | JEPI |
|---|---|---|
| Total return (1Y) | 3.04% | 6.57% |
| Total return CAGR (3Y) | 16.00% | 10.05% |
| Total return CAGR (5Y) | 14.66% | 7.61% |
| Total return CAGR (10Y) | 19.70% | N/A |
JEPI is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has AMP beaten JEPI?
- Over the past 5 years, AMP outperformed JEPI — 14.66% vs 7.61% annualized total return (price plus dividends).
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 2, 2026.