Compare · 2 funds side by side · dividends reinvested

AIQ and JEPI

AIQGlobal X×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,147AIQ · best of the two

02 / 04

AIQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+11.9%+9.3%+29.1%+12.7%−20.2%30.2%$9.1B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.5

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: AIQ 2018 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Artificial Intelligence & Technology ETF · $9.1B$18,147

AIQ

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

AIQMeasureJEPI

+11.9%Year to dateJan 1 → Nov 6+5.3%

+9.3%1 yearTotal return+8.2%

+29.1%3 years · per year$10,000 became $21,525 · $13,562+10.7%

+12.7%5 years · per year$10,000 became $18,147 · $14,118+7.1%

0.68%Expense ratio$68 · $35 a year on $10k · lower is better0.35%

0.08%Trailing 12-mo yield$8 · $809 a year on $10k8.09%

−20.2%Worst dropSmaller is better−6.7%

30.2%VolatilityLower is calmer8.8%

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

4–4Level

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

More Ways to See the Pairs

AIQ vs JEPI: Top 5 Holdings

Today

AIQ

18.3%in top 5

JEPI

in top 59.9%

AIQStockJEPI

4.3%MSFT2.0%

3.9%PLTRnot top 5

3.4%AMZNnot top 5

3.3%TSLAnot top 5

3.3%AAPL2.0%

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common17.3%

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

AIQ vs JEPI Returns, Every Period

Global XAIQ

+12.7%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

AIQJEPIFaded: behind in that period

4–0AIQ wins

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

Thematic vs Income: AIQ vs JEPI

YTD

Global XAIQ

+11.9%

JEPIJ.P. Morgan

+5.3%

+11.9%Year to date+5.3%

−20.2%Worst drop · 1Y−6.7%

30.2%Volatility · 1Y8.8%

0.1%Yield8.1%

$9.1BAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: AIQ, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

AIQ0.68%$68

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

Yields: AIQ, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

AIQ0.08%$8

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

AIQ$8 − $68 = −$60

KeptFee

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

Overlap: AIQ, JEPI

Today

17.3%most shared, AIQ and JEPI

AIQJEPI

AIQ—17.3%

JEPI17.3%—

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

Return vs Bumpiness: 2 ETFs

+9.3%AIQ, at 30.2% volatility

JEPIWorst drop−6.7%8.8% vol

AIQWorst drop−20.2%30.2% vol

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

Paid More vs Made More

YTD

JEPIAIQ

+5.3%Year to date+11.9%

8.1%Yield0.1%

+8.2%Past year+9.3%

0.35%Fee0.68%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026