Compare · 3 funds side by side · dividends reinvested

AQLT, JEPQ and JEPI

AQLTiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,519JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

AQLT, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.6

iShares MSCI Global Quality Factor ETFInternational · Global0.22%0.99%+12.7%+14.5%[…][…]−10.7%15.7%$340M1.7

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: AQLT 2024 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI Global Quality Factor ETF · $340M[…]

AQLT

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 35.9% in common

AQLT

More Ways to See the Pairs

AQLT vs JEPQ: Top 5 Holdings

Today

AQLT

25.2%in top 5

JEPQ

in top 527.3%

AQLTStockJEPQ

5.7%AAPL7.2%

6.0%MSFT5.6%

not top 5NVDA5.9%

5.0%2330.TWnot top 5

4.4%META

Cost, Income and Risk

Fees: AQLT, JEPQ, JEPI

Today

0.22%lowest, AQLT

FundExpense ratioFee$10k

AQLT0.22%$22

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

JEPQ

+12.7%Year to dateJan 1 → Nov 13+7.8%

+14.5%1 yearTotal return+8.8%

[…]3 years · per year$10,000 became […] · $16,406+17.9%

[…]5 years · per year[…]

0.22%Expense ratio$22 · $35 a year on $10k · lower is better0.35%

0.99%Trailing 12-mo yield$99 · $1,224 a year on $10k12.24%

−10.7%Worst dropSmaller is better−11.5%

15.7%VolatilityLower is calmer16.9%

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

5–1AQLT wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5GOOG4.3%

not top 5AMZN4.2%

4.0%AVGOnot top 5

Held in common35.9%

End-of-day Nov 13, 2026 · share of each fund

AQLT vs JEPQ Returns, Every Period

1Y

iSharesAQLT

+14.5%

past year

JEPQJ.P. Morgan

+8.8%

past year

AQLTJEPQFaded: behind in that period

2–0AQLT wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

International vs Income: AQLT vs JEPQ

YTD

iSharesAQLT

+12.7%

JEPQJ.P. Morgan

+7.8%

+12.7%Year to date+7.8%

−10.7%Worst drop · 1Y−11.5%

15.7%Volatility · 1Y16.9%

1.0%Yield12.2%

$340MAssets$42.6B

3–1AQLT wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: AQLT, JEPQ, JEPI

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

JEPI7.86%$786

AQLT0.99%$99

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

JEPI$786 − $35 = $751

AQLT$99 − $22 = $77

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: AQLT, JEPQ, JEPI

Today

35.9%most shared, AQLT and JEPQ

AQLTJEPQJEPI

AQLT—35.9%30.7%

JEPQ35.9%—28.4%

JEPI30.7%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.5%AQLT, at 15.7% volatility

JEPIWorst drop−6.7%9.0% vol

AQLTWorst drop−10.7%15.7% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAQLT

+7.8%Year to date+12.7%

12.2%Yield1.0%

+8.8%Past year+14.5%

0.35%Fee0.22%

3–1AQLT wins

End-of-day Nov 13, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 13, 2026

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AQLT, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: AQLT, JEPQ, JEPI