Compare · 2 funds side by side · dividends reinvested

JEPQ and PAPI

JEPQJ.P. Morgan×PAPIEaton Vance×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$16,284JEPQ · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the two · RiskSmallest drop

JEPQ and PAPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.20%+19.1%+21.8%+13.0%[…]−6.9%10.6%$562M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B1.7

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

End-of-day Nov 10, 2026 · returns include dividends · since: JEPQ 2022 · PAPI 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Parametric Equity Premium Income ETF · $562M[…]

PAPI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

PAPIMeasureJEPQ

+19.1%

More Ways to See the Pairs

PAPI vs JEPQ: Top 5 Holdings

Today

PAPI

3.1%in top 5

JEPQ

in top 528.0%

PAPIStockJEPQ

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

not top 5AMZN4.3%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: JEPQ, PAPI

Today

0.29%lowest, PAPI

FundExpense ratioFee$10k

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: JEPQ, PAPI

1Y

12.45%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+6.0%

+21.8%1 yearTotal return+8.8%

+13.0%3 years · per year$10,000 became $14,424 · $16,284+17.6%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

7.20%Trailing 12-mo yield$720 · $1,245 a year on $10k12.45%

−6.9%Worst dropSmaller is better−11.5%

10.6%VolatilityLower is calmer16.9%

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

5–2PAPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%PIInot top 5

0.6%BMInot top 5

0.6%APAMnot top 5

0.6%HASnot top 5

0.6%SWKnot top 5

Held in common6.3%

End-of-day Nov 10, 2026 · share of each fund

PAPI vs JEPQ Returns, Every Period

1Y

Eaton VancePAPI

+21.8%

past year

JEPQJ.P. Morgan

+8.8%

past year

PAPIJEPQFaded: behind in that period

2–1PAPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

PAPI vs JEPQ

YTD

Eaton VancePAPI

+19.1%

JEPQJ.P. Morgan

+6.0%

+19.1%Year to date+6.0%

−6.9%Worst drop · 1Y−11.5%

10.6%Volatility · 1Y16.9%

7.2%Yield12.4%

$562MAssets$42.0B

3–1PAPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.45%$1,245

PAPI7.20%$720

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

PAPI$720 − $29 = $691

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPQ, PAPI

Today

6.3%most shared, JEPQ and PAPI

JEPQPAPI

JEPQ—6.3%

PAPI6.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+21.8%PAPI, at 10.6% volatility

PAPIWorst drop−6.9%10.6% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPAPI

+6.0%Year to date+19.1%

12.4%Yield7.2%

+8.8%Past year+21.8%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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JEPQ and PAPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two