Compare · 3 funds side by side · dividends reinvested

AMZA, JEPQ and JEPI

AMZAVirtus×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,063AMZA · best of the three

02 / 04

AMZA, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

InfraCap MLP ETFSectors · Energy1.72%8.24%+31.6%+36.3%+21.8%+21.1%−8.2%19.0%$470M1.8

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

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

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: AMZA 2014 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

InfraCap MLP ETF · $470M$26,063

AMZA

JEPQ

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

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

AMZAMeasureJEPQ

+31.6%Year to dateJan 1 → Nov 3+7.5%

+36.3%1 yearTotal return+8.6%

+21.8%3 years · per year$10,000 became $18,084 · $17,450+20.4%

+21.1%5 years · per year$10,000 became $26,063 · […][…]

1.72%Expense ratio$172 · $35 a year on $10k · lower is better0.35%

8.24%Trailing 12-mo yield$824 · $1,228 a year on $10k12.28%

−8.2%Worst dropSmaller is better−8.8%

19.0%VolatilityLower is calmer15.5%

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

4–3AMZA wins

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

More Ways to See the Pairs

AMZA vs JEPQ: Top 5 Holdings

Today

AMZA

66.5%in top 5

JEPQ

in top 527.5%

AMZAStockJEPQ

16.0%ETnot top 5

13.6%SUNnot top 5

13.0%PAAnot top 5

12.0%MPLXnot top 5

11.9%EPDnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common0.0%

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

AMZA vs JEPQ Returns, Every Period

VirtusAMZA

+36.3%

past year

JEPQJ.P. Morgan

+8.6%

past year

AMZAJEPQFaded: behind in that period

3–0AMZA wins

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

Sector vs Income: AMZA vs JEPQ

YTD

VirtusAMZA

+31.6%

JEPQJ.P. Morgan

+7.5%

+31.6%Year to date+7.5%

−8.2%Worst drop · 1Y−8.8%

19.0%Volatility · 1Y15.5%

8.2%Yield12.3%

$470MAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: AMZA, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

AMZA1.72%$172

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

Yields: AMZA, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

AMZA8.24%$824

JEPI7.96%$796

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

AMZA$824 − $172 = $652

KeptFee

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

Overlap: AMZA, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

AMZAJEPQJEPI

AMZA—0.0%0.0%

JEPQ0.0%—26.6%

JEPI0.0%26.6%—

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

Return vs Bumpiness: 3 ETFs

+36.3%AMZA, at 19.0% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

AMZAWorst drop−8.2%19.0% vol

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

Paid More vs Made More

YTD

JEPQAMZA

+7.5%Year to date+31.6%

12.3%Yield8.2%

+8.6%Past year+36.3%

0.35%Fee1.72%

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