Compare · 2 funds side by side · dividends reinvested

BAPR and JEPQ

BAPRInnovator×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,366BAPR · best of the two

02 / 04

BAPR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+12.0%+14.0%+16.0%+10.4%−2.5%6.4%$407M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: BAPR 2019 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Buffer ETF · $407M$16,366

BAPR

JEPQ

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

$10,000 five years ago, dividends reinvested

BAPRMeasureJEPQ

+12.0%Year to dateJan 1 → Nov 5+8.5%

+14.0%1 yearTotal return+9.3%

+16.0%3 years · per year$10,000 became $15,615 · $17,406+20.3%

+10.4%5 years · per year$10,000 became $16,366 · […][…]

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,217 a year on $10k12.17%

−2.5%Worst dropSmaller is better−8.8%

6.4%VolatilityLower is calmer15.5%

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

4–3BAPR wins

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

More Ways to See the Pairs

BAPR vs JEPQ: Top 5 Holdings

Today

BAPR

[…]in top 5

JEPQ

in top 528.3%

BAPRStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BAPR vs JEPQ Returns, Every Period

InnovatorBAPR

+14.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

BAPRJEPQFaded: behind in that period

2–1BAPR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: BAPR vs JEPQ

YTD

InnovatorBAPR

+12.0%

JEPQJ.P. Morgan

+8.5%

+12.0%Year to date+8.5%

−2.5%Worst drop · 1Y−8.8%

6.4%Volatility · 1Y15.5%

0.0%Yield12.2%

$407MAssets$42.6B

3–1BAPR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAPR, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

BAPR0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BAPR, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

BAPR0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

BAPR$0 − $79 = −$79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BAPR, JEPQ

Today

[…]holdings […]

BAPRJEPQ

BAPR—[…]

JEPQ[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.0%BAPR, at 6.4% volatility

BAPRWorst drop−2.5%6.4% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQBAPR

+8.5%Year to date+12.0%

12.2%Yield0.0%

+9.3%Past year+14.0%

0.35%Fee0.79%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026