Compare · 3 funds side by side · dividends reinvested

AFOS, JEPQ and JEPI

AFOSARS×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 04

AFOS, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.8

ARS Focused Opportunity Strategy ETFUnsorted0.46%0.26%+15.1%+22.9%[…][…]−16.5%24.6%$286M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AFOS 2025 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ARS Focused Opportunity Strategy ETF · $286M[…]

AFOS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 20.2% in common

AFOSMeasureJEPQ

+15.1%Year to dateJan 1 → Nov 5+8.5%

+22.9%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

0.46%Expense ratio$46 · $35 a year on $10k · lower is better0.35%

0.26%Trailing 12-mo yield$26 · $1,217 a year on $10k12.17%

−16.5%Worst dropSmaller is better−8.8%

24.6%VolatilityLower is calmer15.5%

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

2–4JEPQ wins

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

More Ways to See the Pairs

AFOS vs JEPQ: Top 5 Holdings

Today

AFOS

21.5%in top 5

JEPQ

in top 528.3%

AFOSStockJEPQ

not top 5AAPL7.1%

4.3%NVDA6.8%

4.3%MSFT6.0%

4.6%NEMnot top 5

4.3%MPCnot top 5

not top 5GOOG4.2%

not top 5AMZN4.2%

4.0%GOOGLnot top 5

Held in common20.2%

End-of-day Nov 5, 2026 · share of each fund

AFOS vs JEPQ Returns, Every Period

ARSAFOS

+22.9%

past year

JEPQJ.P. Morgan

+9.3%

past year

AFOSJEPQFaded: behind in that period

2–0AFOS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: AFOS vs JEPQ

YTD

ARSAFOS

+15.1%

JEPQJ.P. Morgan

+8.5%

+15.1%Year to date+8.5%

−16.5%Worst drop · 1Y−8.8%

24.6%Volatility · 1Y15.5%

0.3%Yield12.2%

$286MAssets$42.1B

3–1JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFOS, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

AFOS0.46%$46

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AFOS, JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI8.09%$809

AFOS0.26%$26

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JEPI$809 − $35 = $774

AFOS$26 − $46 = −$20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AFOS, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

AFOSJEPQJEPI

AFOS—20.2%16.7%

JEPQ20.2%—27.0%

JEPI16.7%27.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%AFOS, at 24.6% volatility

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−8.8%15.5% vol

AFOSWorst drop−16.5%24.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAFOS

+8.5%Year to date+15.1%

12.2%Yield0.3%

+9.3%Past year+22.9%

0.35%Fee0.46%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026