Compare BAI and JEPQ | ETF Tracker

BAI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.0

iShares A.I. Innovation and Tech Active ETFThematic · Disruptive tech0.65%1.75%+1.7%−4.9%[…][…]−40.0%47.9%$10.5B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: BAI 2024 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares A.I. Innovation and Tech Active ETF · $10.5B[…]

BAI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 29.1% in common

BAIMeasureJEPQ

+1.7%Year to dateJan 1 → Nov 6+3.2%

−4.9%1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

1.75%Trailing 12-mo yield$175 · $1,279 a year on $10k12.79%

−40.0%Worst dropSmaller is better−11.5%

47.9%VolatilityLower is calmer16.7%

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

0–6JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BAI vs JEPQ: Top 5 Holdings

Today

BAI

26.3%in top 5

JEPQ

in top 528.9%

BAIStockJEPQ

not top 5AAPL7.4%

6.0%NVDA6.6%

not top 5MSFT6.1%

5.3%MUnot top 5

5.2%TSMnot top 5

5.1%AMDnot top 5

4.7%AVGOnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common29.1%

End-of-day Nov 6, 2026 · share of each fund

BAI vs JEPQ Returns, Every Period

1Y

iSharesBAI

−4.9%

past year

JEPQJ.P. Morgan

+4.5%

past year

BAIJEPQFaded: behind in that period

0–2JEPQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: BAI vs JEPQ

YTD

iSharesBAI

+1.7%

JEPQJ.P. Morgan

+3.2%

+1.7%Year to date+3.2%

−40.0%Worst drop · 1Y−11.5%

47.9%Volatility · 1Y16.7%

1.8%Yield12.8%

$10.5BAssets$40.7B

4–0JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAI, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

BAI0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BAI, JEPQ

1Y

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

BAI1.75%$175

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

BAI$175 − $65 = $110

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BAI, JEPQ

Today

29.1%most shared, BAI and JEPQ

BAIJEPQ

BAI—29.1%

JEPQ29.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+4.5%JEPQ, at 16.7% volatility

JEPQWorst drop−11.5%16.7% vol

BAIWorst drop−40.0%47.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQBAI

+3.2%Year to date+1.7%

12.8%Yield1.8%

+4.5%Past year−4.9%

0.35%Fee0.65%

4–0JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026