Compare · 2 funds side by side · dividends reinvested

BALQ and JEPI

BALQiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 03

BALQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Nasdaq Premium Income Active ETFIncome · Premium income0.35%9.62%+15.3%[…][…][…][…][…]$43M1.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.3

Rank among the two1st → 2ndFee, 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: BALQ 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Nasdaq Premium Income Active ETF · $43M[…]

BALQ

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 22.1% in common

BALQMeasureJEPI

+15.3%Year to dateJan 1 → Nov 3+7.0%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $14,201+12.4%

[…]5 years · per year$10,000 became […] · $14,322+7.4%

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

9.62%Trailing 12-mo yield$962 · $796 a year on $10k7.96%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer7.9%

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

2–0BALQ wins

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

More Ways to See the Pairs

BALQ vs JEPI: Top 5 Holdings

Today

BALQ

33.1%in top 5

JEPI

in top 59.5%

BALQStockJEPI

8.1%NVDAnot top 5

8.0%AAPL1.9%

7.4%MSFT1.9%

4.8%MUnot top 5

4.8%AMZNnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common22.1%

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

BALQ vs JEPI Returns, Every Period

iSharesBALQ

[…]

past year

JEPIJ.P. Morgan

+9.8%

past year

BALQJEPIFaded: behind in that period

1–0BALQ wins

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

BALQ vs JEPI

YTD

iSharesBALQ

+15.3%

JEPIJ.P. Morgan

+7.0%

+15.3%Year to date+7.0%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y7.9%

9.6%Yield8.0%

$42.8MAssets$46.0B

2–0BALQ wins

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

Cost, Income and Risk

Fees: BALQ, JEPI

Today

0.35%lowest, BALQ

FundExpense ratioFee$10k

BALQ0.35%$35

JEPI0.35%$35

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

Yields: BALQ, JEPI

9.62%highest, BALQ

FundTrailing yieldYield$10k

BALQ9.62%$962

JEPI7.96%$796

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$927most kept, BALQ

BALQ$962 − $35 = $927

JEPI$796 − $35 = $761

KeptFee

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

Overlap: BALQ, JEPI

Today

22.1%most shared, BALQ and JEPI

BALQJEPI

BALQ—22.1%

JEPI22.1%—

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

Return vs Bumpiness: 2 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

BALQWorst drop[…][…]

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

Paid More vs Made More

YTD

BALQJEPI

+15.3%Year to date+7.0%

9.6%Yield8.0%

[…]Past year+9.8%

0.35%Fee0.35%

2–0BALQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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