Compare · 2 funds side by side · dividends reinvested

AIRR and JEPQ

AIRRFirst Trust×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,562AIRR · best of the two

02 / 04

AIRR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.1

First Trust RBA American Industrial RenaissanceTM ETFSectors · Industrials0.69%0.10%−4.6%−4.9%+25.7%+16.6%−32.0%29.8%$8.3B1.8

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: AIRR 2014 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust RBA American Industrial RenaissanceTM ETF · $8.3B$21,562

AIRR

JEPQ

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

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

AIRRMeasureJEPQ

−4.6%Year to dateJan 1 → Nov 6+3.2%

−4.9%1 yearTotal return+4.5%

+25.7%3 years · per year$10,000 became $19,866 · $16,202+17.4%

+16.6%5 years · per year$10,000 became $21,562 · […][…]

0.69%Expense ratio$69 · $35 a year on $10k · lower is better0.35%

0.10%Trailing 12-mo yield$10 · $1,279 a year on $10k12.79%

−32.0%Worst dropSmaller is better−11.5%

29.8%VolatilityLower is calmer16.7%

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

1–6JEPQ wins

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

More Ways to See the Pairs

AIRR vs JEPQ: Top 5 Holdings

Today

AIRR

18.7%in top 5

JEPQ

in top 528.9%

AIRRStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

4.3%NXTnot top 5

3.7%CHRWnot top 5

3.7%OCnot top 5

3.5%HIInot top 5

3.5%HRInot top 5

Held in common0.0%

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

AIRR vs JEPQ Returns, Every Period

First TrustAIRR

−4.9%

past year

JEPQJ.P. Morgan

+4.5%

past year

AIRRJEPQFaded: behind in that period

1–2JEPQ wins

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

Sector vs Income: AIRR vs JEPQ

YTD

First TrustAIRR

−4.6%

JEPQJ.P. Morgan

+3.2%

−4.6%Year to date+3.2%

−32.0%Worst drop · 1Y−11.5%

29.8%Volatility · 1Y16.7%

0.1%Yield12.8%

$8.3BAssets$42.6B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: AIRR, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

AIRR0.69%$69

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

Yields: AIRR, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

AIRR0.10%$10

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

AIRR$10 − $69 = −$59

KeptFee

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

Overlap: AIRR, JEPQ

Today

0.0%most shared, AIRR and JEPQ

AIRRJEPQ

AIRR—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

+4.5%JEPQ, at 16.7% volatility

JEPQWorst drop−11.5%16.7% vol

AIRRWorst drop−32.0%29.8% vol

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

Paid More vs Made More

YTD

JEPQAIRR

+3.2%Year to date−4.6%

12.8%Yield0.1%

+4.5%Past year−4.9%

0.35%Fee0.69%

4–0JEPQ wins

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