Compare · 3 funds side by side · dividends reinvested

BALQ, JEPQ and JEPI

BALQiShares×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

BALQ, JEPQ 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%[…][…][…][…][…]$43M1.3

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

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

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: BALQ 2025 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

BALQ

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 52.4% in common

BALQMeasureJEPQ

+15.3%Year to dateJan 1 → Nov 3+7.5%

[…]1 yearTotal return+8.6%

[…]3 years · per year$10,000 became […] · $17,450+20.4%

[…]5 years · per year[…]

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

9.62%Trailing 12-mo yield$962 · $1,228 a year on $10k12.28%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.5%

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

1–1Level

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 JEPQ: Top 5 Holdings

Today

BALQ

33.1%in top 5

JEPQ

in top 527.5%

BALQStockJEPQ

8.1%NVDA6.9%

8.0%AAPL6.9%

7.4%MSFT5.5%

4.8%MU4.1%

4.8%AMZNnot top 5

not top 5GOOG4.1%

Held in common52.4%

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

BALQ vs JEPQ Returns, Every Period

iSharesBALQ

[…]

past year

JEPQJ.P. Morgan

+8.6%

past year

BALQJEPQFaded: behind in that period

1–0BALQ wins

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

BALQ vs JEPQ

YTD

iSharesBALQ

+15.3%

JEPQJ.P. Morgan

+7.5%

+15.3%Year to date+7.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

9.6%Yield12.3%

$42.8MAssets$41.8B

1–1level

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

Cost, Income and Risk

Fees: BALQ, JEPQ, JEPI

Today

0.35%lowest, BALQ

FundExpense ratioFee$10k

BALQ0.35%$35

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: BALQ, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

BALQ9.62%$962

JEPI7.96%$796

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

BALQ$962 − $35 = $927

JEPI$796 − $35 = $761

KeptFee

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

Overlap: BALQ, JEPQ, JEPI

Today

52.4%most shared, BALQ and JEPQ

BALQJEPQJEPI

BALQ—52.4%22.1%

JEPQ52.4%—26.6%

JEPI22.1%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

BALQWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQBALQ

+7.5%Year to date+15.3%

12.3%Yield9.6%

+8.6%Past year[…]

0.35%Fee0.35%

1–1level

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