Compare · 3 funds side by side · dividends reinvested

AMDY, JEPQ and JEPI

AMDYYieldMax×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

AMDY, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%82.15%+88.6%+63.4%+48.8%[…]−27.0%59.5%$409M1.9

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

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

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: AMDY 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AMD Option Income Strategy ETF · $409M[…]

AMDY

JEPQ

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

$10,000 five years ago, dividends reinvested

AMDYMeasureJEPQ

+88.6%Year to dateJan 1 → Nov 3+7.5%

+63.4%1 yearTotal return+8.6%

+48.8%3 years · per year$10,000 became $32,976 · $17,450+20.4%

[…]5 years · per year[…]

1.00%Expense ratio$100 · $35 a year on $10k · lower is better0.35%

82.15%Trailing 12-mo yield$8,215 · $1,228 a year on $10k12.28%

−27.0%Worst dropSmaller is better−8.8%

59.5%VolatilityLower is calmer15.5%

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

4–3AMDY wins

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

More Ways to See the Pairs

AMDY vs JEPQ: Top 5 Holdings

Today

AMDY

[…]in top 5

JEPQ

in top 527.5%

AMDYStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common[…]

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

AMDY vs JEPQ Returns, Every Period

YieldMaxAMDY

+63.4%

past year

JEPQJ.P. Morgan

+8.6%

past year

AMDYJEPQFaded: behind in that period

3–0AMDY wins

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

AMDY vs JEPQ

YTD

YieldMaxAMDY

+88.6%

JEPQJ.P. Morgan

+7.5%

+88.6%Year to date+7.5%

−27.0%Worst drop · 1Y−8.8%

59.5%Volatility · 1Y15.5%

82.2%Yield12.3%

$409MAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: AMDY, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

AMDY1.00%$100

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

Yields: AMDY, JEPQ, JEPI

82.15%highest, AMDY

FundTrailing yieldYield$10k

AMDY82.15%$8,215

JEPQ12.28%$1,228

JEPI7.96%$796

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

Income After Fees on $10,000

$8,115most kept, AMDY

AMDY$8,215 − $100 = $8,115

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

KeptFee

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

Overlap: AMDY, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

AMDYJEPQJEPI

AMDY—[…][…]

JEPQ[…]—26.6%

JEPI[…]26.6%—

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

Return vs Bumpiness: 3 ETFs

+63.4%AMDY, at 59.5% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

AMDYWorst drop−27.0%59.5% vol

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

Paid More vs Made More

YTD

AMDYJEPQ

+88.6%Year to date+7.5%

82.2%Yield12.3%

+63.4%Past year+8.6%

1.00%Fee0.35%

3–1AMDY wins

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