Compare · 3 funds side by side · dividends reinvested

ARKK, JEPQ and JEPI

ARKKARK×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

ARKK, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.6

ARK Innovation ETFThematic · Disruptive tech0.75%0.00%+4.4%−9.7%+33.1%−7.6%−28.6%37.5%$7.9B2.6

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: ARKK 2014 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ARK Innovation ETF · $7.9B$6,738

ARKK

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

ARKKMeasureJEPQ

+4.4%Year to dateJan 1 → Nov 3+7.5%

−9.7%1 yearTotal return+8.6%

+33.1%3 years · per year$10,000 became $23,554 · $17,450+20.4%

−7.6%5 years · per year$10,000 became $6,738 · […][…]

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,228 a year on $10k12.28%

−28.6%Worst dropSmaller is better−8.8%

37.5%VolatilityLower is calmer15.5%

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

1–6JEPQ wins

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

More Ways to See the Pairs

ARKK vs JEPQ: Top 5 Holdings

Today

ARKK

33.3%in top 5

JEPQ

in top 527.5%

ARKKStockJEPQ

11.6%TSLAnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

6.3%TEMnot top 5

6.3%SPCXnot top 5

not top 5MSFT5.5%

4.6%CRCLnot top 5

4.5%CRSPnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

Held in common18.2%

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

ARKK vs JEPQ Returns, Every Period

ARKARKK

−9.7%

past year

JEPQJ.P. Morgan

+8.6%

past year

ARKKJEPQFaded: behind in that period

1–2JEPQ wins

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

Thematic vs Income: ARKK vs JEPQ

YTD

ARKARKK

+4.4%

JEPQJ.P. Morgan

+7.5%

+4.4%Year to date+7.5%

−28.6%Worst drop · 1Y−8.8%

37.5%Volatility · 1Y15.5%

0.0%Yield12.3%

$7.9BAssets$41.8B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: ARKK, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

ARKK0.75%$75

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

Yields: ARKK, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

ARKK0.00%$0

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

ARKK$0 − $75 = −$75

KeptFee

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

Overlap: ARKK, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

ARKKJEPQJEPI

ARKK—18.2%8.9%

JEPQ18.2%—26.6%

JEPI8.9%26.6%—

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

Return vs Bumpiness: 3 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

ARKKWorst drop−28.6%37.5% vol

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

Paid More vs Made More

YTD

JEPQJEPI

+7.5%Year to date+7.0%

12.3%Yield8.0%

+8.6%Past year+9.8%

0.35%Fee0.35%

2–1JEPQ 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