Compare · 2 funds side by side · dividends reinvested

JEPQ and BSJS

JEPQJ.P. Morgan×BSJSInvesco×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,653BSJS · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the two · RiskSmallest drop

JEPQ and BSJS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B1.3

Invesco BulletShares 2028 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%6.09%+2.7%+3.7%+8.0%+3.1%−1.6%2.6%$783M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: JEPQ 2022 · BSJS 2020

Head to Head

Swap sides Versus in desk

Head to Head

3Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B$16,406

JEPQ

BSJS

Invesco BulletShares 2028 High Yield Corporate Bond ETF · $783M$12,580

$10,000 three years ago, dividends reinvested · they hold 0.0% in common

JEPQMeasureBSJS

+7.8%

More Ways to See the Pairs

JEPQ vs BSJS: Top 5 Holdings

Today

JEPQ

27.3%in top 5

BSJS

in top 50.4%

JEPQStockBSJS

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.6%MSFTnot top 5

4.3%GOOGnot top 5

4.2%AMZNnot top 5

Cost, Income and Risk

Fees: JEPQ, BSJS

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

BSJS0.42%$42

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JEPQ, BSJS

1Y

12.24%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+2.7%

+8.8%1 yearTotal return+3.7%

+17.9%3 years · per year$10,000 became $16,406 · $12,580+8.0%

[…]5 years · per year$10,000 became […] · $11,653+3.1%

0.35%Expense ratio$35 · $42 a year on $10k · lower is better0.42%

12.24%Trailing 12-mo yield$1,224 · $609 a year on $10k6.09%

−11.5%Worst dropSmaller is better−1.6%

16.9%VolatilityLower is calmer2.6%

JEPQBSJS Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2JEPQ wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AGPXX0.4%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

JEPQ vs BSJS Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

BSJSInvesco

+3.7%

past year

JEPQBSJSFaded: behind in that period

3–0JEPQ wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPQ vs BSJS

YTD

J.P. MorganJEPQ

+7.8%

BSJSInvesco

+2.7%

+7.8%Year to date+2.7%

−11.5%Worst drop · 1Y−1.6%

16.9%Volatility · 1Y2.6%

12.2%Yield6.1%

$42.6BAssets$783M

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.24%$1,224

BSJS6.09%$609

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

BSJS$609 − $42 = $567

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPQ, BSJS

Today

0.0%most shared, JEPQ and BSJS

JEPQBSJS

JEPQ—0.0%

BSJS0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+8.8%JEPQ, at 16.9% volatility

BSJSWorst drop−1.6%2.6% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQBSJS

+7.8%Year to date+2.7%

12.2%Yield6.1%

+8.8%Past year+3.7%

0.35%Fee0.42%

4–0JEPQ wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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JEPQ and BSJS

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two