Compare · 3 funds side by side · dividends reinvested

AIQ, JEPQ and JEPI

AIQGlobal X×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

AIQ, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.8

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+11.9%+9.3%+29.1%+12.7%−20.2%30.2%$9.1B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.0

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

AIQ

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 35.6% in common

AIQMeasureJEPQ

+11.9%Year to dateJan 1 → Nov 6+3.2%

+9.3%1 yearTotal return+4.5%

+29.1%3 years · per year$10,000 became $21,525 · $16,202+17.4%

+12.7%5 years · per year$10,000 became $18,147 · […][…]

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

0.08%Trailing 12-mo yield$8 · $1,279 a year on $10k12.79%

−20.2%Worst dropSmaller is better−11.5%

30.2%VolatilityLower is calmer16.7%

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

3–4JEPQ wins

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 JEPQ: Top 5 Holdings

Today

AIQ

18.3%in top 5

JEPQ

in top 528.9%

AIQStockJEPQ

3.3%AAPL7.4%

not top 5NVDA6.6%

4.3%MSFT6.1%

not top 5GOOG4.4%

3.4%AMZN4.4%

3.9%PLTRnot top 5

3.3%TSLAnot top 5

Held in common35.6%

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

AIQ vs JEPQ Returns, Every Period

Global XAIQ

+9.3%

past year

JEPQJ.P. Morgan

+4.5%

past year

AIQJEPQFaded: behind in that period

3–0AIQ wins

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

Thematic vs Income: AIQ vs JEPQ

YTD

Global XAIQ

+11.9%

JEPQJ.P. Morgan

+3.2%

+11.9%Year to date+3.2%

−20.2%Worst drop · 1Y−11.5%

30.2%Volatility · 1Y16.7%

0.1%Yield12.8%

$9.1BAssets$40.7B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: AIQ, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

AIQ0.68%$68

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

Yields: AIQ, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

AIQ0.08%$8

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

AIQ$8 − $68 = −$60

KeptFee

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

Overlap: AIQ, JEPQ, JEPI

Today

35.6%most shared, AIQ and JEPQ

AIQJEPQJEPI

AIQ—35.6%17.3%

JEPQ35.6%—26.8%

JEPI17.3%26.8%—

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

Return vs Bumpiness: 3 ETFs

+9.3%AIQ, at 30.2% volatility

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−11.5%16.7% 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

JEPQAIQ

+3.2%Year to date+11.9%

12.8%Yield0.1%

+4.5%Past year+9.3%

0.35%Fee0.68%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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