Compare · 3 funds side by side · dividends reinvested

AIVC, JEPQ and JEPI

AIVCAmplify×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,403AIVC · best of the three

02 / 04

AIVC, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

Amplify Bloomberg AI Value Chain ETFThematic · AI & semis0.59%0.12%+47.1%+38.5%+45.2%+13.0%−23.3%37.8%$118M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: AIVC 2016 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Amplify Bloomberg AI Value Chain ETF · $118M$18,403

AIVC

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 22.6% in common

AIVCMeasureJEPQ

+47.1%Year to dateJan 1 → Nov 3+7.5%

+38.5%1 yearTotal return+8.6%

+45.2%3 years · per year$10,000 became $30,589 · $17,450+20.4%

+13.0%5 years · per year$10,000 became $18,403 · […][…]

0.59%Expense ratio$59 · $35 a year on $10k · lower is better0.35%

0.12%Trailing 12-mo yield$12 · $1,228 a year on $10k12.28%

−23.3%Worst dropSmaller is better−8.8%

37.8%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

AIVC vs JEPQ: Top 5 Holdings

Today

AIVC

13.9%in top 5

JEPQ

in top 527.5%

AIVCStockJEPQ

not top 5NVDA6.9%

2.7%AAPL6.9%

2.6%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.0%IBMnot top 5

2.8%GTLBnot top 5

2.7%TEAMnot top 5

Held in common22.6%

End-of-day Nov 3, 2026 · share of each fund

AIVC vs JEPQ Returns, Every Period

AmplifyAIVC

+38.5%

past year

JEPQJ.P. Morgan

+8.6%

past year

AIVCJEPQFaded: behind in that period

3–0AIVC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Income: AIVC vs JEPQ

YTD

AmplifyAIVC

+47.1%

JEPQJ.P. Morgan

+7.5%

+47.1%Year to date+7.5%

−23.3%Worst drop · 1Y−8.8%

37.8%Volatility · 1Y15.5%

0.1%Yield12.3%

$118MAssets$41.8B

3–1JEPQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIVC, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

AIVC0.59%$59

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AIVC, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

AIVC0.12%$12

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

AIVC$12 − $59 = −$47

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AIVC, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

AIVCJEPQJEPI

AIVC—22.6%12.7%

JEPQ22.6%—26.6%

JEPI12.7%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.5%AIVC, at 37.8% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

AIVCWorst drop−23.3%37.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAIVC

+7.5%Year to date+47.1%

12.3%Yield0.1%

+8.6%Past year+38.5%

0.35%Fee0.59%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026