Compare ACVT and JEPQ

ACVT and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Advent Convertible Bond ETFBonds & Cash · Other bonds0.80%1.56%+4.1%+5.0%[…][…]−4.8%6.3%$43M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: ACVT 2025 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Advent Convertible Bond ETF · $43M[…]

ACVT

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

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

ACVTMeasureJEPQ

+4.1%Year to dateJan 1 → Nov 6+3.2%

+5.0%1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

0.80%Expense ratio$80 · $35 a year on $10k · lower is better0.35%

1.56%Trailing 12-mo yield$156 · $1,279 a year on $10k12.79%

−4.8%Worst dropSmaller is better−11.5%

6.3%VolatilityLower is calmer16.7%

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

4–2ACVT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACVT vs JEPQ: Top 5 Holdings

Today

ACVT

7.2%in top 5

JEPQ

in top 528.9%

ACVTStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

3.1%WFC-PLnot top 5

2.3%GOOGNnot top 5

1.7%METAMnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

ACVT vs JEPQ Returns, Every Period

1Y

AdventACVT

+5.0%

past year

JEPQJ.P. Morgan

+4.5%

past year

ACVTJEPQFaded: behind in that period

2–0ACVT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: ACVT vs JEPQ

YTD

AdventACVT

+4.1%

JEPQJ.P. Morgan

+3.2%

+4.1%Year to date+3.2%

−4.8%Worst drop · 1Y−11.5%

6.3%Volatility · 1Y16.7%

1.6%Yield12.8%

$42.5MAssets$42.6B

3–1ACVT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACVT, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

ACVT0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ACVT, JEPQ

1Y

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

ACVT1.56%$156

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

ACVT$156 − $80 = $76

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ACVT, JEPQ

Today

0.0%most shared, ACVT and JEPQ

ACVTJEPQ

ACVT—0.0%

JEPQ0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+5.0%ACVT, at 6.3% volatility

ACVTWorst drop−4.8%6.3% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQACVT

+3.2%Year to date+4.1%

12.8%Yield1.6%

+4.5%Past year+5.0%

0.35%Fee0.80%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026