Compare · 2 funds side by side · dividends reinvested

ACES and JEPQ

ACESALPS×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$3,559ACES · best of the two

02 / 04

ACES and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.0

ALPS Clean Energy ETFThematic · Clean energy & EV0.55%0.67%−13.9%−18.6%−3.0%−18.7%−40.5%33.3%$92M1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: ACES 2018 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Clean Energy ETF · $92M$3,559

ACES

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

ACESMeasureJEPQ

−13.9%Year to dateJan 1 → Nov 9+6.6%

−18.6%1 yearTotal return+9.2%

−3.0%3 years · per year$10,000 became $9,122 · $16,495+18.2%

−18.7%5 years · per year$10,000 became $3,559 · […][…]

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

0.67%Trailing 12-mo yield$67 · $1,239 a year on $10k12.39%

−40.5%Worst dropSmaller is better−11.5%

33.3%VolatilityLower is calmer16.9%

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

0–7JEPQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACES vs JEPQ: Top 5 Holdings

Today

ACES

29.8%in top 5

JEPQ

in top 528.6%

ACESStockJEPQ

not top 5AAPL7.3%

6.9%NXTnot top 5

not top 5NVDA6.7%

not top 5MSFT6.0%

5.9%CWENnot top 5

5.9%NPI.TOnot top 5

5.6%ITRInot top 5

5.5%BEP-UN.Tnot top 5

not top 5GOOG4.4%

not top 5AMZN4.3%

Held in common2.3%

End-of-day Nov 9, 2026 · share of each fund

ACES vs JEPQ Returns, Every Period

ALPSACES

−18.6%

past year

JEPQJ.P. Morgan

+9.2%

past year

ACESJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ACES vs JEPQ

YTD

ALPSACES

−13.9%

JEPQJ.P. Morgan

+6.6%

−13.9%Year to date+6.6%

−40.5%Worst drop · 1Y−11.5%

33.3%Volatility · 1Y16.9%

0.7%Yield12.4%

$92.1MAssets$40.7B

4–0JEPQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACES, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

ACES0.55%$55

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ACES, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

ACES0.67%$67

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

ACES$67 − $55 = $12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ACES, JEPQ

Today

2.3%most shared, ACES and JEPQ

ACESJEPQ

ACES—2.3%

JEPQ2.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.2%JEPQ, at 16.9% volatility

JEPQWorst drop−11.5%16.9% vol

ACESWorst drop−40.5%33.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQACES

+6.6%Year to date−13.9%

12.4%Yield0.7%

+9.2%Past year−18.6%

0.35%Fee0.55%

4–0JEPQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026