Compare · 2 funds side by side · dividends reinvested

APOC and JEPQ

APOCInnovator×JEPQJ.P. Morgan×

Versus in desk

Story of the two · CostLowest cost

01 / 03

IWD+0.4%

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Portfolio

Story of the two · RiskSmallest drop

APOC and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B1.3

Innovator Equity Defined Protection ETF - 6mo Apr/OctUnsorted0.79%0.00%+2.0%+2.6%[…][…]−3.4%2.8%$86M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: APOC 2024 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator Equity Defined Protection ETF - 6mo Apr/Oct · $86M[…]

APOC

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

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

APOCMeasureJEPQ

+2.0%

More Ways to See the Pairs

APOC vs JEPQ: Top 5 Holdings

Today

APOC

97.5%in top 5

JEPQ

in top 527.6%

APOCStockJEPQ

97.5%VOOnot top 5

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

not top 5AMZN4.4%

Cost, Income and Risk

Fees: APOC, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

APOC0.79%$79

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: APOC, JEPQ

1Y

12.20%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+8.1%

+2.6%1 yearTotal return+9.0%

[…]3 years · per year$10,000 became […] · $16,525+18.2%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,220 a year on $10k12.20%

−3.4%Worst dropSmaller is better−11.5%

2.8%VolatilityLower is calmer16.9%

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

2–4JEPQ wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOG4.3%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

APOC vs JEPQ Returns, Every Period

1Y

InnovatorAPOC

+2.6%

past year

JEPQJ.P. Morgan

+9.0%

past year

APOCJEPQFaded: behind in that period

0–2JEPQ wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: APOC vs JEPQ

YTD

InnovatorAPOC

+2.0%

JEPQJ.P. Morgan

+8.1%

+2.0%Year to date+8.1%

−3.4%Worst drop · 1Y−11.5%

2.8%Volatility · 1Y16.9%

0.0%Yield12.2%

$85.9MAssets$42.0B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.20%$1,220

APOC0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

APOC$0 − $79 = −$79

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: APOC, JEPQ

Today

0.0%most shared, APOC and JEPQ

APOCJEPQ

APOC—0.0%

JEPQ0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.0%JEPQ, at 16.9% volatility

APOCWorst drop−3.4%2.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAPOC

+8.1%Year to date+2.0%

12.2%Yield0.0%

+9.0%Past year+2.6%

0.35%Fee0.79%

4–0JEPQ wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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APOC and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two